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 |
|---|---|---|---|---|---|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
3,660
shares
|
$466,686
0.08% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
3,653
shares
|
$465,794
0.18% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
3,639
shares
|
$464,008
0.02% of portfolio
|
Q2 2025
Reduced 16.42%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,631
shares
|
$462,988
0.63% of portfolio
|
Q4 2023
Reduced 1.92%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
3,602
shares
|
$459,291
0.12% of portfolio
|
Q4 2025
Reduced 3.2%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
3,593
shares
|
$458,143
0.01% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
3,541
shares
|
$451,512
0.27% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
3,540
shares
|
$451,385
0.02% of portfolio
|
Q2 2023
Reduced 9.92%
|
|
|
Global Trust Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
3,530
shares
|
$450,110
0.19% of portfolio
|
Q4 2025
Reduced 28.83%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
3,526
shares
|
$449,600
0.0% of portfolio
|
Q1 2025
Reduced 17.54%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,499
shares
|
$446,157
0.08% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
3,490
shares
|
$445,009
0.15% of portfolio
|
Q3 2025
Added 65.25%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
3,482
shares
|
$443,989
0.02% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
3,481
shares
|
$443,862
0.1% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
3,478
shares
|
$443,479
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
3,477
shares
|
$443,352
0.0% of portfolio
|
Q3 2025
Added 21.11%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
3,447
shares
|
$439,526
0.39% of portfolio
|
Q3 2025
Reduced 55.39%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
3,429
shares
|
$437,231
0.06% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
3,420
shares
|
$436,084
0.05% of portfolio
|
Q2 2023
Added 0.74%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,416
shares
|
$435,574
0.01% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,392
shares
|
$432,513
0.02% of portfolio
|
Q2 2022
Reduced 2.72%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
3,390
shares
|
$432,258
0.15% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,345
shares
|
$426,520
0.15% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
3,326
shares
|
$424,098
0.01% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
3,320
shares
|
$423,333
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|