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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
1,803
shares
|
$229,900
0.02% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 21, 2026 Q4 2025 |
1,800
shares
|
$229,518
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
1,800
shares
|
$229,518
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
1,791
shares
|
$228,370
0.01% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
1,785
shares
|
$227,605
0.01% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
1,785
shares
|
$227,605
0.08% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Allied Investment Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
1,784
shares
|
$227,477
0.04% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
1,775
shares
|
$226,330
0.0% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,770
shares
|
$225,692
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
1,766
shares
|
$225,182
0.03% of portfolio
|
Q1 2023
Added 15.12%
|
|
|
Weil Company, Inc.
|
Jan 14, 2026 Q4 2025 |
1,759
shares
|
$224,290
0.06% of portfolio
|
Q4 2025
Reduced 17.42%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
1,759
shares
|
$224,290
0.0% of portfolio
|
Q3 2025
Reduced 62.03%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
1,756
shares
|
$223,907
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
1,753
shares
|
$223,525
0.01% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 21, 2026 Q4 2025 |
1,750
shares
|
$223,142
0.02% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
1,750
shares
|
$223,142
0.0% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
1,740
shares
|
$221,867
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Dopkins Wealth Management, LLC
|
Jan 09, 2026 Q4 2025 |
1,732
shares
|
$220,847
0.1% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 16, 2026 Q4 2025 |
1,728
shares
|
$220,337
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
1,724
shares
|
$219,827
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
1,721
shares
|
$219,444
0.1% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 20, 2026 Q4 2025 |
1,715
shares
|
$218,679
0.01% of portfolio
|
Q2 2025
Reduced 33.29%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,707
shares
|
$217,659
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
1,690
shares
|
$215,491
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,688
shares
|
$215,236
0.03% of portfolio
|
Q3 2025
Reduced 0.06%
|
|