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 897 institutions that hold shares in the stock, with a total of 42.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
848
shares
|
$96,739
0.03% of portfolio
|
Q3 2024
Reduced 15.96%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
813
shares
|
$92,747
0.01% of portfolio
|
Q4 2023
Reduced 23.3%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
798
shares
|
$91,035
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
797
shares
|
$90,921
0.0% of portfolio
|
Q3 2022
Reduced 7.54%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
775
shares
|
$88,412
0.01% of portfolio
|
Q2 2024
Reduced 13.89%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
769
shares
|
$87,727
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
761
shares
|
$86,814
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
753
shares
|
$85,902
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
751
shares
|
$85,674
0.01% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
749
shares
|
$85,445
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
745
shares
|
$84,989
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
725
shares
|
$82,708
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
722
shares
|
$82,365
0.01% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
712
shares
|
$81,224
0.04% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
690
shares
|
$78,715
0.01% of portfolio
|
Q1 2024
Added 16.95%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
676
shares
|
$77,118
0.0% of portfolio
|
Q4 2023
Reduced 76.41%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
675
shares
|
$77,004
0.04% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
669
shares
|
$76,319
0.01% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
669
shares
|
$76,319
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
668
shares
|
$76,205
0.07% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
667
shares
|
$76,091
0.01% of portfolio
|
Q2 2023
Added 0.45%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
660
shares
|
$75,292
0.01% of portfolio
|
Q2 2021
Reduced 2.37%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
656
shares
|
$74,836
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
655
shares
|
$74,722
0.01% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
605
shares
|
$69,018
0.0% of portfolio
|
Q4 2024
Reduced 33.44%
|