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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
1,048
shares
|
$133,630
0.02% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,036
shares
|
$132,100
0.01% of portfolio
|
Q3 2025
Reduced 41.96%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
1,008
shares
|
$128,530
0.05% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
1,000
shares
|
$127,510
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
944
shares
|
$120,369
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
920
shares
|
$117,309
0.02% of portfolio
|
Q4 2023
Reduced 8.18%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
918
shares
|
$117,054
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
915
shares
|
$116,671
0.04% of portfolio
|
Q3 2024
Reduced 28.68%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
880
shares
|
$112,208
0.05% of portfolio
|
Q4 2020
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
873
shares
|
$111,316
0.03% of portfolio
|
Q2 2025
Reduced 20.13%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
851
shares
|
$108,511
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
815
shares
|
$103,920
0.01% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
807
shares
|
$102,900
0.02% of portfolio
|
Q3 2025
Added 113.49%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
804
shares
|
$102,518
0.0% of portfolio
|
Q3 2025
Added 673.08%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
798
shares
|
$101,752
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
797
shares
|
$101,625
0.0% of portfolio
|
Q3 2022
Reduced 7.54%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
780
shares
|
$99,457
0.01% of portfolio
|
Q2 2025
Reduced 17.02%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
776
shares
|
$98,947
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
775
shares
|
$98,820
0.01% of portfolio
|
Q2 2024
Reduced 13.89%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
753
shares
|
$96,015
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
749
shares
|
$95,504
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
725
shares
|
$92,444
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
697
shares
|
$88,874
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
679
shares
|
$86,579
0.01% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
676
shares
|
$86,196
0.0% of portfolio
|
Q4 2023
Reduced 76.41%
|
|