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 825 institutions that hold shares in the stock, with a total of 40.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,825
shares
|
$367,532
0.01% of portfolio
|
Q2 2024
Reduced 12.54%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,790
shares
|
$362,979
0.02% of portfolio
|
Q1 2024
Added 2.95%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
2,789
shares
|
$362,848
0.0% of portfolio
|
Q3 2024
Reduced 47.5%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
2,786
shares
|
$362,458
0.07% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
2,761
shares
|
$359,206
0.21% of portfolio
|
Q1 2023
Reduced 5.25%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
2,758
shares
|
$358,815
0.02% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
2,750
shares
|
$357,775
0.05% of portfolio
|
Q3 2024
Reduced 12.25%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
2,710
shares
|
$352,571
0.09% of portfolio
|
Q4 2024
Reduced 18.89%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
2,704
shares
|
$351,790
0.0% of portfolio
|
Q3 2024
Added 14.04%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
2,696
shares
|
$350,749
0.02% of portfolio
|
Q3 2024
Reduced 11.92%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
2,690
shares
|
$349,969
0.02% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
2,670
shares
|
$347,367
0.08% of portfolio
|
Q4 2020
New holding
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
2,665
shares
|
$346,716
0.12% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,651
shares
|
$344,895
0.07% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,644
shares
|
$343,984
0.01% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
2,636
shares
|
$342,943
0.01% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
2,635
shares
|
$342,813
0.0% of portfolio
|
Q3 2024
Reduced 30.51%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
2,635
shares
|
$342,813
0.0% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
2,628
shares
|
$341,902
0.13% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,608
shares
|
$339,300
0.08% of portfolio
|
Q4 2023
Added 26.72%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
2,600
shares
|
$338,260
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
2,571
shares
|
$334,487
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
2,571
shares
|
$334,487
0.29% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
2,570
shares
|
$334,357
0.16% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
2,556
shares
|
$332,535
0.08% of portfolio
|
Q3 2024
Added 0.2%
|