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 43 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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
322,838
shares
|
$41.3 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
321,739
shares
|
$41.2 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
265,060
shares
|
$33.9 Million
0.19% of portfolio
|
Q1 2025
Added 123.12%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
258,810
shares
|
$33.1 Million
17.13% of portfolio
|
Q4 2022
Reduced 4.06%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
255,717
shares
|
$32.7 Million
0.17% of portfolio
|
Q2 2023
Reduced 0.88%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
253,309
shares
|
$32.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
237,682
shares
|
$30.4 Million
1.88% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
234,996
shares
|
$30.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
232,672
shares
|
$29.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
231,114
shares
|
$29.6 Million
0.06% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
222,382
shares
|
$28.5 Million
0.72% of portfolio
|
Q1 2025
Added 3213.69%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
215,184
shares
|
$27.6 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
214,343
shares
|
$27.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
190,887
shares
|
$24.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
190,700
shares
|
$24.4 Million
0.09% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
181,060
shares
|
$23.2 Million
0.02% of portfolio
|
Q1 2025
Added 36.81%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
171,719
shares
|
$22 Million
0.03% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
170,906
shares
|
$21.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
167,512
shares
|
$21.5 Million
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
164,884
shares
|
$21.1 Million
0.04% of portfolio
|
Q1 2025
Added 54.82%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
164,688
shares
|
$21.1 Million
1.75% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,833
shares
|
$20.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
156,930
shares
|
$20.1 Million
4.96% of portfolio
|
Q3 2023
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
139,790
shares
|
$17.9 Million
6.28% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
123,083
shares
|
$15.8 Million
3.25% of portfolio
|
Q1 2025
Added 13.41%
|