Institutional Ownership Ishares S&P Midcap 400 Value E (IJJ)
This table provides information about the institutional ownership of Ishares S&P Midcap 400 Value E (IJJ). We have compiled data on the 908 institutions that hold shares in the stock, with a total of 42.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ltg Capital LLC
|
Aug 05, 2025 Q2 2025 |
29,197
shares
|
$3.83 Million
3.31% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
29,122
shares
|
$3.82 Million
1.81% of portfolio
|
Q2 2025
Added 1536.99%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
29,029
shares
|
$3.81 Million
1.38% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
28,993
shares
|
$3.8 Million
2.75% of portfolio
|
Q2 2025
Reduced 22.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
28,895
shares
|
$3.79 Million
0.03% of portfolio
|
Q2 2025
Reduced 71.59%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
28,857
shares
|
$3.78 Million
0.03% of portfolio
|
Q2 2025
Added 34.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
28,854
shares
|
$3.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
28,715
shares
|
$3.76 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
27,999
shares
|
$3.67 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
27,640
shares
|
$3.62 Million
1.53% of portfolio
|
Q2 2025
Reduced 19.82%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
27,635
shares
|
$3.62 Million
2.56% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
27,555
shares
|
$3.61 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
27,472
shares
|
$3.6 Million
0.08% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
27,110
shares
|
$3.55 Million
1.06% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
26,909
shares
|
$3.53 Million
0.49% of portfolio
|
Q1 2023
Added 40.34%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
26,748
shares
|
$3.51 Million
0.07% of portfolio
|
Q4 2021
Reduced 0.15%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
26,423
shares
|
$3.46 Million
0.92% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
26,259
shares
|
$3.44 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
25,942
shares
|
$3.4 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
25,308
shares
|
$3.32 Million
0.27% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
25,040
shares
|
$3.28 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
23,897
shares
|
$3.13 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
23,745
shares
|
$3.11 Million
0.24% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
23,319
shares
|
$3.06 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
22,567
shares
|
$2.96 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.53%
|