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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
330
shares
|
$42,078
0.0% of portfolio
|
Q3 2025
Reduced 93.61%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
326
shares
|
$41,568
0.0% of portfolio
|
Q4 2022
Added 0.31%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
313
shares
|
$39,910
0.0% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
306
shares
|
$39,018
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
304
shares
|
$38,763
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
300
shares
|
$38,253
0.01% of portfolio
|
Q2 2022
Reduced 14.53%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
300
shares
|
$38,253
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
289
shares
|
$36,850
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
288
shares
|
$36,722
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
284
shares
|
$36,212
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Absher Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
280
shares
|
$35,702
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
277
shares
|
$35,320
0.0% of portfolio
|
Q1 2022
Reduced 50.54%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
268
shares
|
$34,172
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
262
shares
|
$33,407
0.01% of portfolio
|
Q2 2021
Reduced 99.02%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
258
shares
|
$32,897
0.01% of portfolio
|
Q2 2025
Reduced 70.78%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
246
shares
|
$31,367
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
244
shares
|
$31,112
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
237
shares
|
$30,219
0.02% of portfolio
|
Q3 2025
Reduced 29.67%
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
221
shares
|
$28,179
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
220
shares
|
$28,052
0.01% of portfolio
|
Q4 2020
Added 511.11%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
219
shares
|
$27,924
0.0% of portfolio
|
Q3 2025
Added 776.0%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
218
shares
|
$27,797
0.01% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
217
shares
|
$27,669
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
211
shares
|
$26,904
0.02% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
207
shares
|
$26,394
0.0% of portfolio
|
Q1 2022
Added 10.7%
|
|