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 889 institutions that hold shares in the stock, with a total of 43 Million shares, which have been reported (via 13F filing form) to have a value of $5.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
207
shares
|
$24,560
0.0% of portfolio
|
Q1 2022
Added 10.7%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
206
shares
|
$24,441
0.0% of portfolio
|
Q3 2024
Added 106.0%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
202
shares
|
$23,967
0.01% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
200
shares
|
$23,730
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
192
shares
|
$22,780
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
183
shares
|
$21,712
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
183
shares
|
$21,712
0.01% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
176
shares
|
$20,882
0.01% of portfolio
|
Q4 2024
Reduced 64.08%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
160
shares
|
$18,984
0.0% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
155
shares
|
$18,390
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
155
shares
|
$18,390
0.01% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
154
shares
|
$18,272
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
141
shares
|
$16,729
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
139
shares
|
$16,492
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
138
shares
|
$16,373
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
136
shares
|
$16,136
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
136
shares
|
$16,136
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
136
shares
|
$16,136
0.0% of portfolio
|
Q3 2024
Reduced 28.42%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
135
shares
|
$16,017
0.01% of portfolio
|
Q4 2021
Reduced 32.5%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
132
shares
|
$15,661
0.0% of portfolio
|
Q3 2024
Reduced 65.35%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
131
shares
|
$15,543
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
129
shares
|
$15,305
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
120
shares
|
$14,238
0.01% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
118
shares
|
$14,000
0.0% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
115
shares
|
$13,644
0.01% of portfolio
|
Q3 2024
New holding
|