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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
5,234
shares
|
$667,387
0.02% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
5,232
shares
|
$667,132
0.34% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
5,227
shares
|
$666,494
0.06% of portfolio
|
Q3 2025
Reduced 14.04%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
5,207
shares
|
$663,944
0.14% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
5,189
shares
|
$661,649
0.26% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
5,130
shares
|
$654,126
0.07% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Cambridge Advisors Inc.
|
Jan 21, 2026 Q4 2025 |
5,127
shares
|
$653,743
0.13% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 15, 2026 Q4 2025 |
5,114
shares
|
$652,086
0.37% of portfolio
|
Q4 2025
Added 74.9%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
5,103
shares
|
$650,683
0.03% of portfolio
|
Q3 2025
Added 175.54%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
5,093
shares
|
$649,408
0.09% of portfolio
|
Q2 2025
Reduced 27.33%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
5,043
shares
|
$643,032
0.06% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
4,935
shares
|
$629,261
0.03% of portfolio
|
Q3 2025
Added 159.87%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
4,913
shares
|
$626,456
0.02% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
4,913
shares
|
$626,456
0.03% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
4,888
shares
|
$623,268
0.01% of portfolio
|
Q1 2025
Added 44.62%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
4,881
shares
|
$622,376
0.33% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 20, 2026 Q4 2025 |
4,859
shares
|
$619,571
0.46% of portfolio
|
Q4 2025
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
4,857
shares
|
$619,316
0.01% of portfolio
|
Q2 2025
Added 23.71%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
4,830
shares
|
$615,873
0.08% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
4,822
shares
|
$614,853
0.08% of portfolio
|
Q3 2023
Reduced 14.41%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
4,781
shares
|
$609,625
0.01% of portfolio
|
Q3 2025
Reduced 12.02%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
4,780
shares
|
$609,497
0.32% of portfolio
|
Q2 2022
Added 0.76%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
4,742
shares
|
$604,652
0.01% of portfolio
|
Q3 2025
Reduced 12.48%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
4,725
shares
|
$602,484
0.16% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,672
shares
|
$595,726
0.04% of portfolio
|
Q3 2022
New holding
|
|