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 |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,264
shares
|
$294,025
0.23% of portfolio
|
Q1 2023
Added 76.6%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 07, 2023 Q3 2023 |
2,258
shares
|
$293,246
0.27% of portfolio
|
Q4 2021
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,245
shares
|
$291,558
0.02% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
2,236
shares
|
$290,389
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
2,229
shares
|
$289,480
0.14% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,218
shares
|
$288,051
0.04% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
2,218
shares
|
$288,051
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
2,215
shares
|
$287,662
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,210
shares
|
$287,012
0.04% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
2,207
shares
|
$286,623
0.08% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,204
shares
|
$286,233
0.14% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,195
shares
|
$285,064
0.01% of portfolio
|
Q3 2024
Reduced 56.83%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
2,160
shares
|
$280,519
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
2,155
shares
|
$279,869
0.1% of portfolio
|
Q3 2024
Reduced 44.88%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 14, 2024 Q3 2024 |
2,151
shares
|
$279,350
0.17% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
2,150
shares
|
$279,220
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,149
shares
|
$279,090
0.06% of portfolio
|
Q1 2024
Added 15.41%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
2,146
shares
|
$278,701
0.0% of portfolio
|
Q3 2024
Reduced 16.07%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
2,146
shares
|
$278,701
0.12% of portfolio
|
Q2 2023
Reduced 11.69%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
2,142
shares
|
$278,181
0.0% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
2,142
shares
|
$278,181
0.05% of portfolio
|
Q3 2023
Reduced 19.02%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,138
shares
|
$277,662
0.02% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,130
shares
|
$276,623
0.02% of portfolio
|
Q3 2024
Reduced 20.7%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
2,125
shares
|
$275,973
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,116
shares
|
$274,804
0.08% of portfolio
|
Q1 2024
New holding
|