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 |
|---|---|---|---|---|---|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
669
shares
|
$85,304
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
669
shares
|
$85,304
0.01% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
668
shares
|
$85,176
0.09% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
667
shares
|
$85,049
0.01% of portfolio
|
Q2 2023
Added 0.45%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
660
shares
|
$84,156
0.01% of portfolio
|
Q2 2021
Reduced 2.37%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
655
shares
|
$83,519
0.01% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
649
shares
|
$82,753
0.01% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
631
shares
|
$80,458
0.03% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
625
shares
|
$79,693
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
623
shares
|
$79,438
0.01% of portfolio
|
Q2 2025
Added 36.03%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
618
shares
|
$78,801
0.0% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
610
shares
|
$77,781
0.0% of portfolio
|
Q1 2025
Reduced 24.97%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
600
shares
|
$76,506
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
581
shares
|
$74,083
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
567
shares
|
$72,298
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
566
shares
|
$72,170
0.04% of portfolio
|
Q2 2022
Reduced 94.31%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
546
shares
|
$69,620
0.01% of portfolio
|
Q3 2025
Added 33.5%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
524
shares
|
$66,815
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
520
shares
|
$66,305
0.02% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
516
shares
|
$65,795
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
515
shares
|
$65,667
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
515
shares
|
$65,667
0.0% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
514
shares
|
$65,540
0.04% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
509
shares
|
$64,902
0.03% of portfolio
|
Q4 2025
Added 0.39%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
506
shares
|
$64,520
0.0% of portfolio
|
Q4 2022
New holding
|
|