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 920 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
206
shares
|
$26,267
0.0% of portfolio
|
Q3 2024
Added 106.0%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
200
shares
|
$25,502
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
192
shares
|
$24,481
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
187
shares
|
$23,844
0.0% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
186
shares
|
$23,716
0.01% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
176
shares
|
$22,441
0.01% of portfolio
|
Q4 2024
Reduced 64.08%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
165
shares
|
$21,039
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
164
shares
|
$20,911
0.0% of portfolio
|
Q3 2025
Added 281.4%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
160
shares
|
$20,401
0.0% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
155
shares
|
$19,764
0.0% of portfolio
|
Q4 2024
Reduced 17.55%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
155
shares
|
$19,764
0.01% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
139
shares
|
$17,723
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
138
shares
|
$17,596
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
138
shares
|
$17,596
0.06% of portfolio
|
Q3 2025
Reduced 94.08%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
135
shares
|
$17,213
0.01% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
135
shares
|
$17,213
0.01% of portfolio
|
Q4 2021
Reduced 32.5%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
130
shares
|
$16,576
0.0% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
120
shares
|
$15,301
0.01% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
119
shares
|
$15,173
0.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
115
shares
|
$14,663
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
106
shares
|
$13,516
0.01% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
106
shares
|
$13,516
0.0% of portfolio
|
Q3 2025
New holding
|
|