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 837 institutions that hold shares in the stock, with a total of 41 Million shares, which have been reported (via 13F filing form) to have a value of $5.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
3,574
shares
|
$463,476
0.01% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
3,540
shares
|
$459,067
0.03% of portfolio
|
Q2 2023
Reduced 9.92%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
3,527
shares
|
$457,381
0.02% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
3,502
shares
|
$454,139
0.06% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,499
shares
|
$453,750
0.08% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
3,486
shares
|
$452,064
0.03% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
3,481
shares
|
$451,416
0.11% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
3,430
shares
|
$444,802
0.09% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
3,420
shares
|
$443,505
0.06% of portfolio
|
Q2 2023
Added 0.74%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
3,404
shares
|
$441,430
0.08% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,392
shares
|
$439,874
0.02% of portfolio
|
Q2 2022
Reduced 2.72%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
3,348
shares
|
$434,168
0.03% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,345
shares
|
$433,779
0.15% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
3,327
shares
|
$431,445
0.0% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
3,319
shares
|
$430,407
0.01% of portfolio
|
Q3 2024
Reduced 44.55%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
3,316
shares
|
$430,018
0.02% of portfolio
|
Q2 2024
Added 15.5%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
3,311
shares
|
$429,370
0.18% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
3,299
shares
|
$427,814
0.05% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
3,285
shares
|
$425,998
0.03% of portfolio
|
Q2 2024
Reduced 4.64%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
3,280
shares
|
$425,350
0.01% of portfolio
|
Q4 2024
Added 76.63%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
3,264
shares
|
$423,275
0.04% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
3,263
shares
|
$423,145
0.03% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3,245
shares
|
$420,811
0.03% of portfolio
|
Q2 2024
Reduced 21.01%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
3,236
shares
|
$419,644
0.01% of portfolio
|
Q2 2024
Reduced 8.35%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
3,221
shares
|
$417,699
0.31% of portfolio
|
Q4 2022
Reduced 12.57%
|