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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
605
shares
|
$78,456
0.0% of portfolio
|
Q4 2024
Reduced 33.44%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
600
shares
|
$77,808
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
600
shares
|
$77,808
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
590
shares
|
$76,511
0.0% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
581
shares
|
$75,344
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
566
shares
|
$73,398
0.04% of portfolio
|
Q2 2022
Reduced 94.31%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
553
shares
|
$71,713
0.0% of portfolio
|
Q1 2024
Reduced 61.08%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
548
shares
|
$71,064
0.01% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
546
shares
|
$70,805
0.0% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
544
shares
|
$70,545
0.02% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
525
shares
|
$68,082
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
524
shares
|
$67,952
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
520
shares
|
$67,433
0.02% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
515
shares
|
$66,785
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
514
shares
|
$66,655
0.04% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
510
shares
|
$66,136
0.01% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
506
shares
|
$65,618
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
500
shares
|
$64,840
0.03% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
498
shares
|
$64,580
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
474
shares
|
$61,468
0.05% of portfolio
|
Q3 2022
Reduced 41.77%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
470
shares
|
$60,949
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
468
shares
|
$60,690
0.02% of portfolio
|
Q2 2022
Added 53.85%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
465
shares
|
$60,301
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
465
shares
|
$60,301
0.0% of portfolio
|
Q4 2023
Reduced 48.16%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
463
shares
|
$60,041
0.02% of portfolio
|
Q1 2024
New holding
|