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 |
|---|---|---|---|---|---|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
22,533
shares
|
$2.95 Million
0.63% of portfolio
|
Q2 2025
Reduced 63.44%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
22,275
shares
|
$2.92 Million
1.97% of portfolio
|
Q2 2025
Added 1979.83%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
21,706
shares
|
$2.85 Million
0.24% of portfolio
|
Q2 2025
Added 15.47%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
21,662
shares
|
$2.84 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
21,545
shares
|
$2.82 Million
0.04% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
21,508
shares
|
$2.82 Million
0.37% of portfolio
|
Q2 2025
Added 943.57%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
20,260
shares
|
$2.66 Million
0.08% of portfolio
|
Q2 2025
Added 23.89%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
20,063
shares
|
$2.63 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
20,045
shares
|
$2.63 Million
0.66% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
19,978
shares
|
$2.62 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
19,895
shares
|
$2.61 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
19,819
shares
|
$2.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
19,708
shares
|
$2.58 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
19,662
shares
|
$2.58 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
19,024
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 44.0%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
19,015
shares
|
$2.49 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
19,015
shares
|
$2.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
18,926
shares
|
$2.48 Million
0.97% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Factorial Partners, LLC
|
Aug 11, 2025 Q2 2025 |
18,900
shares
|
$2.48 Million
1.82% of portfolio
|
Q2 2025
Reduced 42.2%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
18,734
shares
|
$2.46 Million
0.54% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
18,682
shares
|
$2.45 Million
0.54% of portfolio
|
Q2 2025
Added 15.5%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
18,618
shares
|
$2.44 Million
0.8% of portfolio
|
Q2 2025
Reduced 17.6%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
18,593
shares
|
$2.44 Million
0.59% of portfolio
|
Q2 2025
Reduced 87.83%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
18,572
shares
|
$2.43 Million
0.49% of portfolio
|
Q2 2025
Reduced 16.77%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
18,335
shares
|
$2.4 Million
0.8% of portfolio
|
Q2 2025
Reduced 7.35%
|