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 918 institutions that hold shares in the stock, with a total of 41.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
308,929
shares
|
$39.4 Million
0.98% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
268,329
shares
|
$34.2 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
265,512
shares
|
$33.9 Million
0.18% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
262,453
shares
|
$33.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.88%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
258,810
shares
|
$33 Million
17.13% of portfolio
|
Q4 2022
Reduced 4.06%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
255,717
shares
|
$32.6 Million
0.17% of portfolio
|
Q2 2023
Reduced 0.88%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
254,210
shares
|
$32.4 Million
0.02% of portfolio
|
Q3 2025
Added 15.8%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
251,191
shares
|
$32 Million
8.05% of portfolio
|
Q3 2025
New holding
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
241,011
shares
|
$30.7 Million
1.82% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
228,971
shares
|
$29.2 Million
0.05% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
228,641
shares
|
$29.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
221,696
shares
|
$28.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
216,334
shares
|
$27.6 Million
0.06% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
215,044
shares
|
$27.4 Million
0.6% of portfolio
|
Q3 2025
Added 4526.59%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
192,427
shares
|
$24.5 Million
0.48% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
183,438
shares
|
$23.4 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
174,491
shares
|
$22.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
168,714
shares
|
$21.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
164,688
shares
|
$21 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,833
shares
|
$20.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
157,393
shares
|
$20.1 Million
0.06% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
156,930
shares
|
$20 Million
4.96% of portfolio
|
Q3 2023
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
147,868
shares
|
$18.9 Million
6.27% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
131,609
shares
|
$16.8 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
120,160
shares
|
$15.3 Million
1.13% of portfolio
|
Q3 2025
Reduced 0.34%
|
|