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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
2,235
shares
|
$284,984
0.0% of portfolio
|
Q4 2025
Reduced 5.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
2,227
shares
|
$283,964
0.0% of portfolio
|
Q3 2025
Reduced 33.08%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
2,218
shares
|
$282,817
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
2,215
shares
|
$282,434
0.09% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 20, 2026 Q4 2025 |
2,214
shares
|
$282,307
0.09% of portfolio
|
Q4 2025
Reduced 5.22%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,213
shares
|
$282,179
0.05% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,204
shares
|
$281,032
0.14% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
2,195
shares
|
$279,884
0.0% of portfolio
|
Q4 2025
Added 6.86%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
2,192
shares
|
$279,501
0.0% of portfolio
|
Q4 2025
Added 93.3%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
2,165
shares
|
$276,059
0.02% of portfolio
|
Q4 2025
Reduced 6.88%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
2,161
shares
|
$275,549
0.19% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Enzi Wealth
Austin, TX |
Jan 15, 2026 Q4 2025 |
2,160
shares
|
$275,421
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Jan 21, 2026 Q4 2025 |
2,150
shares
|
$274,146
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
2,148
shares
|
$273,891
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
2,138
shares
|
$272,616
0.06% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,135
shares
|
$272,233
0.04% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 03, 2025 Q3 2025 |
2,123
shares
|
$270,703
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
2,116
shares
|
$269,811
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
2,115
shares
|
$269,683
0.11% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jan 14, 2026 Q4 2025 |
2,112
shares
|
$269,301
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
2,098
shares
|
$267,515
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
2,097
shares
|
$267,388
0.02% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,097
shares
|
$267,388
0.01% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
2,086
shares
|
$265,985
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
2,070
shares
|
$263,945
0.01% of portfolio
|
Q3 2025
Reduced 35.75%
|
|