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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,997
shares
|
$892,187
0.02% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
6,923
shares
|
$882,751
0.07% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
6,900
shares
|
$879,819
0.37% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
6,734
shares
|
$858,652
0.3% of portfolio
|
Q4 2025
Added 5.48%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
6,715
shares
|
$856,229
0.02% of portfolio
|
Q3 2025
Added 33.18%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jan 20, 2026 Q4 2025 |
6,648
shares
|
$847,686
0.21% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
6,646
shares
|
$847,431
0.02% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
6,637
shares
|
$846,283
0.48% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
6,625
shares
|
$844,753
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
6,588
shares
|
$840,035
0.12% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
6,580
shares
|
$839,015
0.02% of portfolio
|
Q4 2025
Reduced 10.43%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
6,572
shares
|
$837,995
0.03% of portfolio
|
Q3 2025
Reduced 12.28%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
6,557
shares
|
$836,083
0.24% of portfolio
|
Q2 2022
Reduced 1.19%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
6,513
shares
|
$830,472
0.1% of portfolio
|
Q3 2025
Reduced 5.98%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
6,482
shares
|
$826,519
0.0% of portfolio
|
Q4 2025
Added 394.43%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 14, 2026 Q4 2025 |
6,436
shares
|
$820,654
0.14% of portfolio
|
Q4 2025
Reduced 3.29%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 16, 2026 Q4 2025 |
6,393
shares
|
$815,171
0.34% of portfolio
|
Q4 2025
Reduced 0.78%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
6,386
shares
|
$814,278
0.2% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
6,350
shares
|
$809,688
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
6,313
shares
|
$804,970
0.02% of portfolio
|
Q3 2025
Reduced 20.73%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
6,307
shares
|
$804,205
0.01% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,242
shares
|
$795,917
0.0% of portfolio
|
Q3 2025
Reduced 26.75%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
6,136
shares
|
$782,401
0.05% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jan 20, 2026 Q4 2025 |
6,109
shares
|
$778,958
0.15% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
6,080
shares
|
$775,260
0.18% of portfolio
|
Q3 2025
Reduced 0.65%
|
|