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 |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
4,080
shares
|
$520,240
0.04% of portfolio
|
Q4 2025
Reduced 1.04%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
4,069
shares
|
$518,838
0.03% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
4,060
shares
|
$517,690
0.01% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
4,039
shares
|
$515,012
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
4,038
shares
|
$514,885
0.02% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
4,027
shares
|
$513,482
0.05% of portfolio
|
Q2 2025
Reduced 16.68%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
4,009
shares
|
$511,187
0.02% of portfolio
|
Q3 2025
Reduced 41.53%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
4,007
shares
|
$510,932
0.09% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
4,000
shares
|
$510,040
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
4,000
shares
|
$510,040
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Nov 12, 2025 Q3 2025 |
4,000
shares
|
$510,040
0.13% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
3,978
shares
|
$507,234
0.01% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
3,976
shares
|
$506,979
0.01% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,924
shares
|
$500,349
0.03% of portfolio
|
Q3 2025
Reduced 10.21%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
3,913
shares
|
$498,946
0.35% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Frg Family Wealth Advisors LLC
|
Jan 21, 2026 Q4 2025 |
3,888
shares
|
$495,758
0.08% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,828
shares
|
$488,108
0.0% of portfolio
|
Q4 2022
Added 17.24%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
3,806
shares
|
$485,303
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
3,749
shares
|
$478,034
0.03% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
3,741
shares
|
$477,014
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
3,716
shares
|
$473,827
0.07% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
3,711
shares
|
$473,189
0.13% of portfolio
|
Q3 2025
Reduced 14.57%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
3,706
shares
|
$472,552
0.04% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
3,703
shares
|
$472,169
0.06% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
3,664
shares
|
$467,196
0.01% of portfolio
|
Q4 2025
Reduced 8.24%
|
|