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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
2,978
shares
|
$379,724
0.04% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,974
shares
|
$379,214
0.0% of portfolio
|
Q2 2025
Reduced 17.27%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
2,969
shares
|
$378,577
0.01% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
2,965
shares
|
$378,067
0.04% of portfolio
|
Q4 2025
Added 24.32%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,950
shares
|
$376,154
0.01% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
2,939
shares
|
$374,751
0.01% of portfolio
|
Q4 2025
Added 2.48%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
2,930
shares
|
$373,604
0.02% of portfolio
|
Q3 2025
Reduced 13.87%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
2,928
shares
|
$373,349
0.04% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
2,900
shares
|
$369,779
0.21% of portfolio
|
Q2 2025
Reduced 51.14%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
2,882
shares
|
$367,483
0.09% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,877
shares
|
$366,846
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
2,870
shares
|
$365,953
0.03% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
2,868
shares
|
$365,698
0.03% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
2,866
shares
|
$365,443
0.04% of portfolio
|
Q4 2025
Reduced 1.92%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
2,848
shares
|
$363,148
0.01% of portfolio
|
Q4 2025
Reduced 37.91%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,847
shares
|
$363,020
0.02% of portfolio
|
Q2 2023
Reduced 7.2%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
2,839
shares
|
$362,000
0.2% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Kwmg, LLC
|
Jan 16, 2026 Q4 2025 |
2,822
shares
|
$359,833
0.03% of portfolio
|
Q4 2025
Reduced 4.47%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
2,800
shares
|
$357,028
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
2,778
shares
|
$354,222
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
2,764
shares
|
$352,437
0.06% of portfolio
|
Q3 2025
Added 10.56%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
2,761
shares
|
$352,055
0.21% of portfolio
|
Q1 2023
Reduced 5.25%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
2,760
shares
|
$351,927
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
2,753
shares
|
$351,035
0.06% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
2,750
shares
|
$350,652
0.15% of portfolio
|
Q2 2025
New holding
|
|