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 919 institutions that hold shares in the stock, with a total of 41.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,028,085
shares
|
$514 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,639,809
shares
|
$464 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,369,913
shares
|
$302 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,154,324
shares
|
$275 Million
0.05% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,968,545
shares
|
$251 Million
0.08% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,318,428
shares
|
$168 Million
0.11% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
1,008,272
shares
|
$129 Million
0.86% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
867,189
shares
|
$111 Million
0.04% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
834,862
shares
|
$106 Million
1.28% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
814,297
shares
|
$104 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
788,433
shares
|
$101 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
675,643
shares
|
$86.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
675,546
shares
|
$86.1 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
666,215
shares
|
$84.9 Million
0.05% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
627,688
shares
|
$80 Million
0.06% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
545,846
shares
|
$69.6 Million
0.01% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
451,897
shares
|
$57.6 Million
3.1% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
429,149
shares
|
$54.7 Million
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
415,820
shares
|
$53 Million
0.06% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
347,995
shares
|
$44.4 Million
0.08% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
345,877
shares
|
$44.1 Million
2.6% of portfolio
|
Q3 2025
Reduced 23.64%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
337,138
shares
|
$43 Million
2.71% of portfolio
|
Q3 2025
Reduced 28.29%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
335,729
shares
|
$42.8 Million
2.33% of portfolio
|
Q3 2025
Reduced 43.97%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
326,541
shares
|
$41.6 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
313,135
shares
|
$39.9 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.32%
|
|