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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
9,570
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Added 18.81%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
9,476
shares
|
$1.21 Million
0.09% of portfolio
|
Q4 2025
Added 8.6%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,469
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
9,337
shares
|
$1.19 Million
0.38% of portfolio
|
Q4 2025
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
9,317
shares
|
$1.19 Million
0.8% of portfolio
|
Q2 2023
Reduced 6.56%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
9,287
shares
|
$1.18 Million
0.56% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
9,131
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.12%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
9,130
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
9,057
shares
|
$1.15 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
9,050
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Anderson Hoagland & CO
|
Jan 05, 2026 Q4 2025 |
8,966
shares
|
$1.14 Million
0.1% of portfolio
|
Q4 2022
Reduced 8.76%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
8,966
shares
|
$1.14 Million
0.09% of portfolio
|
Q4 2022
Reduced 15.67%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
8,962
shares
|
$1.14 Million
0.2% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
8,948
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
8,843
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 22.99%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,793
shares
|
$1.12 Million
0.11% of portfolio
|
Q2 2023
Reduced 3.25%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
8,703
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2025
Reduced 1.32%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
8,649
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
8,634
shares
|
$1.1 Million
0.4% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
8,527
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Essex LLC
|
Jan 16, 2026 Q4 2025 |
8,486
shares
|
$1.08 Million
0.21% of portfolio
|
Q4 2025
Reduced 1.01%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
8,435
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
8,414
shares
|
$1.07 Million
0.09% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jan 15, 2026 Q4 2025 |
8,310
shares
|
$1.06 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
8,304
shares
|
$1.06 Million
0.47% of portfolio
|
Q3 2025
Added 0.44%
|
|