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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
79,630
shares
|
$10.2 Million
0.69% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
78,062
shares
|
$9.95 Million
0.08% of portfolio
|
Q3 2025
Added 170.16%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
77,992
shares
|
$9.94 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
74,264
shares
|
$9.47 Million
4.29% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
72,186
shares
|
$9.2 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
71,107
shares
|
$9.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
69,830
shares
|
$8.9 Million
0.03% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
66,882
shares
|
$8.53 Million
0.04% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
60,822
shares
|
$7.76 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
59,633
shares
|
$7.6 Million
2.83% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
59,111
shares
|
$7.54 Million
1.43% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
58,664
shares
|
$7.48 Million
0.16% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
58,256
shares
|
$7.43 Million
2.36% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
57,604
shares
|
$7.35 Million
0.03% of portfolio
|
Q3 2025
Reduced 17.19%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 05, 2025 Q3 2025 |
56,084
shares
|
$7.15 Million
1.68% of portfolio
|
Q3 2025
Added 29.96%
|
|
|
Leeward Investments, LLC Ma
|
Nov 06, 2025 Q3 2025 |
54,196
shares
|
$6.91 Million
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
53,889
shares
|
$6.87 Million
2.11% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
53,843
shares
|
$6.87 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
53,031
shares
|
$6.76 Million
0.76% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
52,583
shares
|
$6.7 Million
0.19% of portfolio
|
Q3 2025
Reduced 32.18%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
52,192
shares
|
$6.66 Million
0.47% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
51,304
shares
|
$6.54 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
50,993
shares
|
$6.5 Million
3.27% of portfolio
|
Q4 2025
Reduced 0.56%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
50,954
shares
|
$6.5 Million
0.59% of portfolio
|
Q3 2025
Added 10.1%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
50,196
shares
|
$6.4 Million
0.12% of portfolio
|
Q3 2025
Added 291.03%
|
|