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 909 institutions that hold shares in the stock, with a total of 42.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
18,734
shares
|
$2.42 Million
0.54% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
18,689
shares
|
$2.42 Million
1.62% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
18,640
shares
|
$2.41 Million
0.53% of portfolio
|
Q3 2025
Added 45.72%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
18,618
shares
|
$2.41 Million
0.8% of portfolio
|
Q2 2025
Reduced 17.6%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
18,344
shares
|
$2.37 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
18,321
shares
|
$2.37 Million
0.62% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
18,118
shares
|
$2.34 Million
0.78% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
18,014
shares
|
$2.33 Million
0.45% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
17,974
shares
|
$2.33 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
17,808
shares
|
$2.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
17,726
shares
|
$2.29 Million
0.62% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
17,482
shares
|
$2.26 Million
0.04% of portfolio
|
Q2 2025
Added 42.63%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
17,413
shares
|
$2.25 Million
0.04% of portfolio
|
Q3 2025
Added 16.41%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
17,343
shares
|
$2.24 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
|
$2.23 Million
0.39% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
17,235
shares
|
$2.23 Million
0.47% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
17,145
shares
|
$2.22 Million
0.4% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
17,140
shares
|
$2.22 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
|
$2.16 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
16,561
shares
|
$2.14 Million
0.5% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
16,473
shares
|
$2.13 Million
0.19% of portfolio
|
Q2 2025
Reduced 20.8%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
16,263
shares
|
$2.1 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
15,852
shares
|
$2.05 Million
0.8% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
15,826
shares
|
$2.05 Million
0.1% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
15,731
shares
|
$2.04 Million
0.16% of portfolio
|
Q2 2025
Reduced 12.18%
|