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 |
|---|---|---|---|---|---|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
39,401
shares
|
$5.02 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
39,314
shares
|
$5.01 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
39,035
shares
|
$4.98 Million
0.25% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
37,748
shares
|
$4.81 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
36,996
shares
|
$4.72 Million
0.11% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
36,361
shares
|
$4.64 Million
0.0% of portfolio
|
Q3 2025
Added 1722.61%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
36,262
shares
|
$4.62 Million
1.58% of portfolio
|
Q3 2025
Reduced 13.82%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
35,131
shares
|
$4.48 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
35,083
shares
|
$4.47 Million
0.11% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
34,631
shares
|
$4.42 Million
0.11% of portfolio
|
Q4 2023
Reduced 0.88%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
34,598
shares
|
$4.41 Million
0.56% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
34,520
shares
|
$4.4 Million
2.08% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
34,322
shares
|
$4.38 Million
0.03% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
34,004
shares
|
$4.34 Million
0.9% of portfolio
|
Q4 2025
Added 769.45%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
33,683
shares
|
$4.29 Million
0.16% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
33,424
shares
|
$4.26 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
33,189
shares
|
$4.23 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
33,065
shares
|
$4.22 Million
2.95% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
33,041
shares
|
$4.21 Million
0.15% of portfolio
|
Q4 2025
Reduced 8.9%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
32,718
shares
|
$4.17 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
32,634
shares
|
$4.16 Million
1.31% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
31,692
shares
|
$4.04 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
31,605
shares
|
$4.03 Million
1.92% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
31,592
shares
|
$4.03 Million
0.36% of portfolio
|
Q3 2025
Reduced 15.59%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
31,027
shares
|
$3.96 Million
0.2% of portfolio
|
Q4 2025
Reduced 10.25%
|
|