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 |
|---|---|---|---|---|---|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
2,463
shares
|
$314,057
0.02% of portfolio
|
Q2 2025
Reduced 24.52%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,451
shares
|
$312,527
0.04% of portfolio
|
Q4 2022
Reduced 1.61%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
2,419
shares
|
$308,446
0.18% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
2,417
shares
|
$308,191
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
2,412
shares
|
$307,554
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
2,406
shares
|
$306,789
0.01% of portfolio
|
Q2 2025
Added 43.04%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
2,386
shares
|
$304,238
0.1% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
2,382
shares
|
$303,728
0.0% of portfolio
|
Q3 2025
Added 19.46%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
2,380
shares
|
$303,473
0.01% of portfolio
|
Q1 2023
Reduced 0.87%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
2,347
shares
|
$299,265
0.0% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
2,340
shares
|
$298,373
0.13% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,338
shares
|
$298,118
0.01% of portfolio
|
Q2 2024
Reduced 84.68%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
2,333
shares
|
$297,480
0.02% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,326
shares
|
$296,588
0.04% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
2,312
shares
|
$294,803
0.03% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2026 Q4 2025 |
2,312
shares
|
$294,803
0.06% of portfolio
|
Q4 2025
Reduced 10.46%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
2,300
shares
|
$293,273
0.0% of portfolio
|
Q3 2025
Added 15.0%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,299
shares
|
$293,145
0.02% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
2,271
shares
|
$289,575
0.14% of portfolio
|
Q4 2025
Added 0.62%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,264
shares
|
$288,682
0.23% of portfolio
|
Q1 2023
Added 76.6%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2026 Q4 2025 |
2,262
shares
|
$288,427
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
2,260
shares
|
$288,172
0.02% of portfolio
|
Q3 2025
Added 11.77%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
2,258
shares
|
$287,917
0.24% of portfolio
|
Q4 2021
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
2,253
shares
|
$287,280
0.0% of portfolio
|
Q4 2025
Added 1.17%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
2,248
shares
|
$286,642
0.01% of portfolio
|
Q3 2025
Added 6.19%
|
|