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 |
|---|---|---|---|---|---|
|
Perfromance Wealth Partners, LLC
|
Jan 21, 2026 Q4 2025 |
4,649
shares
|
$592,793
0.02% of portfolio
|
Q4 2025
Added 0.52%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
4,634
shares
|
$590,881
0.04% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,630
shares
|
$590,371
0.01% of portfolio
|
Q3 2025
Added 7.42%
|
|
|
Professional Financial Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
4,622
shares
|
$589,351
0.12% of portfolio
|
Q4 2025
Reduced 0.67%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
4,612
shares
|
$588,076
0.0% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
4,601
shares
|
$586,673
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
4,566
shares
|
$582,210
0.06% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
4,549
shares
|
$580,042
0.16% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jan 12, 2026 Q4 2025 |
4,502
shares
|
$574,050
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
4,500
shares
|
$573,795
0.0% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
4,490
shares
|
$572,519
0.09% of portfolio
|
Q4 2025
Reduced 0.66%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
4,477
shares
|
$570,862
0.02% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,471
shares
|
$570,097
0.12% of portfolio
|
Q2 2024
Reduced 16.3%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
4,426
shares
|
$564,359
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
4,386
shares
|
$559,258
0.27% of portfolio
|
Q3 2025
Added 29.76%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
4,372
shares
|
$557,473
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
4,363
shares
|
$556,326
0.02% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,350
shares
|
$554,668
0.14% of portfolio
|
Q2 2023
Added 548.29%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jan 20, 2026 Q4 2025 |
4,294
shares
|
$547,527
0.59% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
4,256
shares
|
$542,682
0.04% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
4,255
shares
|
$542,555
0.12% of portfolio
|
Q4 2025
Added 2.78%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
4,177
shares
|
$532,609
0.04% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
4,175
shares
|
$532,354
0.01% of portfolio
|
Q3 2025
Reduced 9.77%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
4,100
shares
|
$522,791
0.01% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
4,080
shares
|
$520,240
0.01% of portfolio
|
Q4 2025
Added 0.2%
|
|