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 912 institutions that hold shares in the stock, with a total of 42.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
24,622
shares
|
$3.19 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
23,897
shares
|
$3.09 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
|
$3.07 Million
0.24% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
22,925
shares
|
$2.97 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
22,567
shares
|
$2.92 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
22,377
shares
|
$2.89 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
22,275
shares
|
$2.88 Million
1.97% of portfolio
|
Q2 2025
Added 1979.83%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
21,706
shares
|
$2.81 Million
0.24% of portfolio
|
Q2 2025
Added 15.47%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
21,545
shares
|
$2.79 Million
0.04% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
21,508
shares
|
$2.78 Million
0.37% of portfolio
|
Q2 2025
Added 943.57%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
20,312
shares
|
$2.63 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
20,260
shares
|
$2.62 Million
0.08% of portfolio
|
Q2 2025
Added 23.89%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
20,063
shares
|
$2.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
20,000
shares
|
$2.59 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
19,978
shares
|
$2.58 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
19,856
shares
|
$2.57 Million
0.03% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
19,819
shares
|
$2.56 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
19,662
shares
|
$2.54 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
19,085
shares
|
$2.47 Million
0.54% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
19,024
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 44.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
19,015
shares
|
$2.46 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
19,015
shares
|
$2.46 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
18,986
shares
|
$2.46 Million
0.69% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
18,926
shares
|
$2.45 Million
0.97% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Factorial Partners, LLC
|
Aug 11, 2025 Q2 2025 |
18,900
shares
|
$2.45 Million
1.82% of portfolio
|
Q2 2025
Reduced 42.2%
|