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 917 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 |
|---|---|---|---|---|---|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
25,028
shares
|
$3.19 Million
0.84% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
24,622
shares
|
$3.14 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
23,929
shares
|
$3.05 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
First Hawaiian Bank
|
Jan 05, 2026 Q4 2025 |
23,683
shares
|
$3.02 Million
0.41% of portfolio
|
Q4 2025
Reduced 11.23%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
22,925
shares
|
$2.92 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
22,571
shares
|
$2.88 Million
0.26% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
22,377
shares
|
$2.85 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
22,106
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2025
Added 129.79%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
21,605
shares
|
$2.75 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
21,545
shares
|
$2.75 Million
0.04% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
21,115
shares
|
$2.69 Million
0.01% of portfolio
|
Q3 2025
Added 11.04%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
20,668
shares
|
$2.64 Million
0.22% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
20,312
shares
|
$2.59 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
20,139
shares
|
$2.57 Million
0.27% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
20,063
shares
|
$2.56 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
20,000
shares
|
$2.55 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
19,908
shares
|
$2.54 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
19,856
shares
|
$2.53 Million
0.03% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
19,815
shares
|
$2.53 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
19,662
shares
|
$2.51 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
19,139
shares
|
$2.44 Million
0.04% of portfolio
|
Q3 2025
Added 9.48%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
19,085
shares
|
$2.43 Million
0.54% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
19,015
shares
|
$2.42 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
18,986
shares
|
$2.42 Million
0.69% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
18,976
shares
|
$2.42 Million
0.95% of portfolio
|
Q3 2025
Added 0.26%
|
|