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 |
|---|---|---|---|---|---|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
3,311
shares
|
$422,185
0.15% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
3,287
shares
|
$419,125
0.0% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
3,245
shares
|
$413,769
0.02% of portfolio
|
Q2 2025
Reduced 78.95%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,228
shares
|
$411,602
0.02% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
3,221
shares
|
$410,709
0.31% of portfolio
|
Q4 2022
Reduced 12.57%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,202
shares
|
$408,287
0.05% of portfolio
|
Q2 2023
Reduced 0.44%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
3,198
shares
|
$407,776
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
3,198
shares
|
$407,776
0.39% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
3,181
shares
|
$405,609
0.0% of portfolio
|
Q4 2025
Reduced 6.52%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
3,174
shares
|
$404,716
0.06% of portfolio
|
Q2 2022
Reduced 59.23%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
3,168
shares
|
$403,951
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
3,150
shares
|
$401,656
0.01% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
3,138
shares
|
$400,126
0.01% of portfolio
|
Q3 2025
Added 36.38%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
3,094
shares
|
$394,515
0.01% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
3,075
shares
|
$392,093
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
3,064
shares
|
$390,690
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
3,055
shares
|
$389,543
0.02% of portfolio
|
Q3 2025
Reduced 19.71%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
3,045
shares
|
$388,267
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
3,042
shares
|
$387,885
0.03% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
3,042
shares
|
$387,885
0.03% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,019
shares
|
$384,952
0.0% of portfolio
|
Q2 2022
Reduced 1.39%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
3,018
shares
|
$384,825
0.0% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
3,004
shares
|
$383,040
0.09% of portfolio
|
Q3 2025
Reduced 21.2%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,000
shares
|
$382,530
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
2,993
shares
|
$381,637
0.02% of portfolio
|
Q3 2025
Reduced 18.87%
|
|