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 41.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
11,850
shares
|
$1.51 Million
0.22% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
11,749
shares
|
$1.5 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
11,742
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
11,694
shares
|
$1.49 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
11,449
shares
|
$1.46 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
11,296
shares
|
$1.44 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
11,030
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.75%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
10,814
shares
|
$1.38 Million
0.68% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
10,749
shares
|
$1.37 Million
0.84% of portfolio
|
Q3 2025
Added 207.55%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
10,660
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
10,657
shares
|
$1.36 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
10,441
shares
|
$1.33 Million
0.92% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
10,424
shares
|
$1.33 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 13, 2026 Q4 2025 |
10,415
shares
|
$1.33 Million
0.25% of portfolio
|
Q4 2025
Added 2.11%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
10,323
shares
|
$1.32 Million
0.14% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
10,289
shares
|
$1.31 Million
0.99% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
10,246
shares
|
$1.31 Million
0.1% of portfolio
|
Q2 2023
Reduced 7.03%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
10,246
shares
|
$1.31 Million
0.1% of portfolio
|
Q2 2023
Reduced 7.03%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
10,142
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2025
Added 115.97%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
9,978
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
9,859
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 33.2%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
9,844
shares
|
$1.26 Million
0.11% of portfolio
|
Q3 2025
Reduced 40.24%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
9,826
shares
|
$1.25 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
9,785
shares
|
$1.25 Million
0.12% of portfolio
|
Q2 2025
Reduced 17.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
9,748
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.45%
|
|