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 |
|---|---|---|---|---|---|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
30,518
shares
|
$3.89 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
30,403
shares
|
$3.88 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,955
shares
|
$3.82 Million
0.11% of portfolio
|
Q2 2020
Added 7.83%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
29,946
shares
|
$3.82 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
29,659
shares
|
$3.78 Million
2.56% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
29,633
shares
|
$3.78 Million
0.55% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
29,395
shares
|
$3.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 70.54%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
29,356
shares
|
$3.74 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Ltg Capital LLC
|
Dec 01, 2025 Q3 2025 |
28,819
shares
|
$3.67 Million
3.17% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
28,802
shares
|
$3.67 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
28,109
shares
|
$3.58 Million
1.32% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
27,839
shares
|
$3.55 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
27,596
shares
|
$3.52 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
27,472
shares
|
$3.5 Million
0.08% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
27,324
shares
|
$3.48 Million
1.53% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
27,110
shares
|
$3.46 Million
1.04% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
26,909
shares
|
$3.43 Million
0.49% of portfolio
|
Q1 2023
Added 40.34%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
26,798
shares
|
$3.42 Million
3.44% of portfolio
|
Q3 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
26,748
shares
|
$3.41 Million
0.07% of portfolio
|
Q4 2021
Reduced 0.15%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
26,386
shares
|
$3.36 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
26,186
shares
|
$3.34 Million
2.41% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
26,142
shares
|
$3.33 Million
1.37% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
25,635
shares
|
$3.27 Million
0.02% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Members Trust CO
|
Nov 14, 2025 Q3 2025 |
25,560
shares
|
$3.26 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
25,265
shares
|
$3.22 Million
0.24% of portfolio
|
Q3 2025
Added 6.4%
|
|