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 905 institutions that hold shares in the stock, with a total of 42.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,137,135
shares
|
$512 Million
0.04% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,720,519
shares
|
$461 Million
0.1% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,372,427
shares
|
$294 Million
0.02% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,092,372
shares
|
$259 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,888,341
shares
|
$234 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,299,637
shares
|
$161 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
954,981
shares
|
$118 Million
0.85% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
921,333
shares
|
$114 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
876,953
shares
|
$109 Million
0.04% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
831,931
shares
|
$103 Million
1.31% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
800,652
shares
|
$99.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
720,171
shares
|
$89.2 Million
0.01% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
693,811
shares
|
$85.9 Million
0.17% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
666,215
shares
|
$82.5 Million
0.05% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
626,380
shares
|
$77.6 Million
0.06% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
599,218
shares
|
$74.2 Million
4.09% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
542,879
shares
|
$67.2 Million
0.01% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
470,118
shares
|
$58.2 Million
3.95% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
452,939
shares
|
$56.1 Million
3.42% of portfolio
|
Q2 2025
Reduced 23.52%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
451,897
shares
|
$55.9 Million
3.1% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
429,104
shares
|
$53.1 Million
0.0% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
398,083
shares
|
$49.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
334,571
shares
|
$41.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
330,251
shares
|
$40.9 Million
0.3% of portfolio
|
Q1 2025
Reduced 7.74%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
320,576
shares
|
$39.7 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.7%
|