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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,142
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2022
Reduced 5.67%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
8,073
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
Added 77.27%
|
|
|
Innovative Wealth Building LLC
California, MD |
Nov 12, 2025 Q3 2025 |
8,014
shares
|
$1.02 Million
0.81% of portfolio
|
Q3 2025
Reduced 32.14%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,824
shares
|
$997,638
0.4% of portfolio
|
Q4 2023
Added 273.64%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
7,768
shares
|
$990,497
0.13% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
7,767
shares
|
$990,370
0.01% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 20, 2026 Q4 2025 |
7,760
shares
|
$989,477
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
7,743
shares
|
$987,309
0.12% of portfolio
|
Q2 2025
Added 102.27%
|
|
|
Bank Of Stockton
|
Jan 21, 2026 Q4 2025 |
7,674
shares
|
$978,511
0.29% of portfolio
|
Q4 2025
Reduced 3.03%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
7,660
shares
|
$976,726
0.03% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
7,646
shares
|
$974,941
0.12% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,627
shares
|
$972,518
0.01% of portfolio
|
Q2 2023
Reduced 0.95%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
7,604
shares
|
$969,586
0.72% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,571
shares
|
$965,378
0.0% of portfolio
|
Q3 2025
Added 36.24%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
7,546
shares
|
$962,190
0.01% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,406
shares
|
$944,339
0.27% of portfolio
|
Q2 2022
Added 0.12%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
7,388
shares
|
$942,043
0.03% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
7,338
shares
|
$935,668
0.01% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
7,295
shares
|
$930,185
0.24% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
7,277
shares
|
$927,890
0.15% of portfolio
|
Q3 2025
Reduced 94.73%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
7,273
shares
|
$927,380
0.22% of portfolio
|
Q4 2025
Reduced 15.11%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
7,216
shares
|
$920,112
0.03% of portfolio
|
Q3 2025
Added 11.51%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
7,190
shares
|
$916,796
0.67% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
7,182
shares
|
$915,776
0.32% of portfolio
|
Q4 2023
Added 1.11%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
7,000
shares
|
$892,570
0.21% of portfolio
|
Q1 2024
Added 75.0%
|
|