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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
2,603
shares
|
$337,557
0.0% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
2,600
shares
|
$337,168
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
2,571
shares
|
$333,407
0.29% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
2,571
shares
|
$333,407
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
2,570
shares
|
$333,277
0.16% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 29, 2025 Q4 2024 |
2,515
shares
|
$326,145
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
2,497
shares
|
$323,810
0.19% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
2,482
shares
|
$321,865
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
2,478
shares
|
$321,347
0.02% of portfolio
|
Q3 2023
Added 2.23%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,475
shares
|
$320,958
0.01% of portfolio
|
Q3 2024
Reduced 71.63%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,468
shares
|
$320,050
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,451
shares
|
$317,845
0.04% of portfolio
|
Q4 2022
Reduced 1.61%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
2,439
shares
|
$316,289
0.0% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
2,427
shares
|
$314,733
0.21% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
2,420
shares
|
$313,825
0.01% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
2,412
shares
|
$312,788
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
2,406
shares
|
$312,010
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
2,405
shares
|
$311,880
0.04% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
2,396
shares
|
$310,713
0.02% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
2,380
shares
|
$308,638
0.01% of portfolio
|
Q1 2023
Reduced 0.87%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,374
shares
|
$307,860
0.05% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
2,361
shares
|
$306,174
0.02% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,338
shares
|
$303,191
0.01% of portfolio
|
Q2 2024
Reduced 84.68%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
2,337
shares
|
$303,062
0.03% of portfolio
|
Q1 2024
Reduced 3.91%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,330
shares
|
$302,154
0.07% of portfolio
|
Q1 2024
New holding
|