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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
18,314
shares
|
$2.4 Million
1.51% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
18,293
shares
|
$2.4 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
17,974
shares
|
$2.36 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
17,838
shares
|
$2.34 Million
0.69% of portfolio
|
Q2 2025
Added 36.44%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
17,808
shares
|
$2.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
17,726
shares
|
$2.32 Million
0.62% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
17,482
shares
|
$2.29 Million
0.04% of portfolio
|
Q2 2025
Added 42.63%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
17,343
shares
|
$2.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
17,261
shares
|
$2.26 Million
0.39% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
17,163
shares
|
$2.25 Million
0.47% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
17,145
shares
|
$2.25 Million
0.36% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
17,140
shares
|
$2.25 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
16,662
shares
|
$2.18 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
16,517
shares
|
$2.17 Million
0.33% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
16,514
shares
|
$2.16 Million
0.89% of portfolio
|
Q2 2025
Reduced 30.63%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
16,473
shares
|
$2.16 Million
0.19% of portfolio
|
Q2 2025
Reduced 20.8%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
15,760
shares
|
$2.07 Million
0.01% of portfolio
|
Q2 2025
Added 98.79%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
15,753
shares
|
$2.07 Million
0.03% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
15,731
shares
|
$2.06 Million
0.16% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
15,695
shares
|
$2.06 Million
0.04% of portfolio
|
Q2 2025
Reduced 27.46%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
15,629
shares
|
$2.05 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
15,565
shares
|
$2.04 Million
0.61% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
15,502
shares
|
$2.03 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
15,339
shares
|
$2.01 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
15,105
shares
|
$1.98 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.63%
|