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 |
|---|---|---|---|---|---|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
104
shares
|
$13,261
0.01% of portfolio
|
Q2 2025
Reduced 32.47%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
102
shares
|
$13,006
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
92
shares
|
$11,730
0.0% of portfolio
|
Q2 2024
Reduced 68.28%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
88
shares
|
$11,220
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
88
shares
|
$11,220
0.0% of portfolio
|
Q4 2020
Reduced 99.37%
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
85
shares
|
$10,838
0.0% of portfolio
|
Q1 2025
Reduced 77.92%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
84
shares
|
$10,710
0.01% of portfolio
|
Q3 2025
Reduced 17.65%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
79
shares
|
$10,073
0.01% of portfolio
|
Q1 2025
Reduced 26.85%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
78
shares
|
$9,945
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
75
shares
|
$9,563
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
75
shares
|
$9,563
0.01% of portfolio
|
Q1 2024
Reduced 88.48%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
73
shares
|
$9,308
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
71
shares
|
$9,053
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
70
shares
|
$8,925
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
66
shares
|
$8,415
0.01% of portfolio
|
Q4 2024
Reduced 89.94%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
64
shares
|
$8,160
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
61
shares
|
$7,778
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
59
shares
|
$7,523
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
56
shares
|
$7,140
0.0% of portfolio
|
Q4 2023
Added 1071.43%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
50
shares
|
$6,375
0.0% of portfolio
|
Q4 2023
Reduced 56.14%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
49
shares
|
$6,247
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
48
shares
|
$6,120
0.0% of portfolio
|
Q2 2025
Reduced 94.34%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
48
shares
|
$6,120
0.0% of portfolio
|
Q2 2025
Reduced 80.08%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
47
shares
|
$5,992
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
42
shares
|
$5,355
0.0% of portfolio
|
Q3 2023
New holding
|
|