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 |
|---|---|---|---|---|---|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
1,685
shares
|
$214,854
0.09% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
1,684
shares
|
$214,726
0.03% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,671
shares
|
$213,069
0.02% of portfolio
|
Q3 2025
Reduced 41.2%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
1,670
shares
|
$212,941
0.01% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
1,662
shares
|
$211,921
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
1,653
shares
|
$210,774
0.1% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
1,652
shares
|
$210,646
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 20, 2026 Q4 2025 |
1,651
shares
|
$210,519
0.02% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
1,646
shares
|
$209,881
0.1% of portfolio
|
Q2 2025
Reduced 23.3%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,638
shares
|
$208,861
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
1,635
shares
|
$208,478
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
1,629
shares
|
$207,713
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Holland Advisory Services, Inc.
|
Jan 12, 2026 Q4 2025 |
1,625
shares
|
$207,203
0.29% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
1,620
shares
|
$206,566
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
1,612
shares
|
$205,546
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hixon Zuercher, LLC
|
Oct 10, 2025 Q3 2025 |
1,600
shares
|
$204,016
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
1,596
shares
|
$203,505
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Jan 20, 2026 Q4 2025 |
1,594
shares
|
$203,250
0.03% of portfolio
|
Q4 2025
Reduced 1.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,592
shares
|
$202,995
0.01% of portfolio
|
Q2 2025
Reduced 23.94%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
1,581
shares
|
$201,593
0.04% of portfolio
|
Q3 2025
Reduced 21.85%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,580
shares
|
$201,465
0.03% of portfolio
|
Q3 2025
Added 28.46%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
1,570
shares
|
$200,190
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,567
shares
|
$199,808
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
1,550
shares
|
$197,640
0.01% of portfolio
|
Q3 2025
Reduced 47.81%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
1,546
shares
|
$197,130
0.01% of portfolio
|
Q3 2025
New holding
|
|