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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
6,039
shares
|
$770,032
0.12% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
6,037
shares
|
$769,777
0.03% of portfolio
|
Q3 2025
Added 48.37%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
6,018
shares
|
$767,355
0.02% of portfolio
|
Q3 2025
Reduced 23.82%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
5,922
shares
|
$755,114
0.02% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
5,896
shares
|
$751,798
0.01% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
5,881
shares
|
$749,886
0.01% of portfolio
|
Q3 2025
Added 160.11%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,847
shares
|
$745,550
0.07% of portfolio
|
Q3 2025
Added 19.6%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
5,842
shares
|
$744,913
0.08% of portfolio
|
Q3 2023
Reduced 0.05%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
5,828
shares
|
$743,128
0.1% of portfolio
|
Q1 2022
Added 1150.64%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jan 16, 2026 Q4 2025 |
5,797
shares
|
$739,175
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
5,740
shares
|
$731,907
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
5,663
shares
|
$722,089
0.01% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
5,574
shares
|
$710,740
0.46% of portfolio
|
Q3 2025
Reduced 15.42%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,572
shares
|
$710,485
0.03% of portfolio
|
Q3 2025
Reduced 6.46%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
5,530
shares
|
$705,130
0.02% of portfolio
|
Q3 2025
Added 210.5%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,509
shares
|
$702,452
0.03% of portfolio
|
Q3 2025
Added 22.34%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
5,485
shares
|
$699,392
0.02% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
5,454
shares
|
$695,439
0.05% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
5,431
shares
|
$692,506
0.01% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
5,422
shares
|
$691,359
0.25% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
5,418
shares
|
$690,849
0.01% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
5,399
shares
|
$688,426
0.02% of portfolio
|
Q3 2025
Added 32.33%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
5,345
shares
|
$681,540
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Fc Advisory LLC
|
Jan 13, 2026 Q4 2025 |
5,302
shares
|
$676,058
0.2% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
5,279
shares
|
$673,125
0.05% of portfolio
|
Q3 2025
Reduced 3.65%
|
|