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 |
|---|---|---|---|---|---|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
1,527
shares
|
$194,707
0.09% of portfolio
|
Q4 2025
Added 0.79%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,524
shares
|
$194,325
0.04% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,510
shares
|
$192,540
0.0% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
1,496
shares
|
$190,754
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,483
shares
|
$189,097
0.0% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
1,440
shares
|
$183,614
0.11% of portfolio
|
Q1 2022
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
1,429
shares
|
$182,211
0.06% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,422
shares
|
$181,319
0.01% of portfolio
|
Q3 2021
Added 66.51%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
1,403
shares
|
$178,896
0.01% of portfolio
|
Q4 2025
Reduced 9.43%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,367
shares
|
$174,306
0.0% of portfolio
|
Q1 2024
Reduced 10.01%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
1,338
shares
|
$170,608
0.01% of portfolio
|
Q2 2025
Reduced 34.89%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,329
shares
|
$169,460
0.0% of portfolio
|
Q1 2024
Added 3.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,327
shares
|
$169,205
0.0% of portfolio
|
Q3 2025
Reduced 13.32%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,306
shares
|
$166,528
0.0% of portfolio
|
Q2 2025
Added 85.51%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
1,296
shares
|
$165,252
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
1,256
shares
|
$160,152
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,248
shares
|
$159,132
0.01% of portfolio
|
Q3 2024
Added 131.97%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
1,185
shares
|
$151,099
0.07% of portfolio
|
Q2 2021
Added 48.13%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
1,180
shares
|
$150,461
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,171
shares
|
$149,314
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
1,138
shares
|
$145,106
0.02% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
1,131
shares
|
$144,213
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,108
shares
|
$141,281
0.0% of portfolio
|
Q3 2025
Reduced 32.11%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
1,085
shares
|
$138,348
0.05% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
1,062
shares
|
$135,415
0.05% of portfolio
|
Q2 2025
New holding
|
|