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 824 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 $5.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
30,427
shares
|
$3.95 Million
1.82% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
30,222
shares
|
$3.92 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,955
shares
|
$3.89 Million
0.11% of portfolio
|
Q2 2020
Added 7.83%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
29,736
shares
|
$3.86 Million
0.05% of portfolio
|
Q2 2024
Added 6.79%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
29,708
shares
|
$3.86 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
29,684
shares
|
$3.86 Million
1.11% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
29,633
shares
|
$3.85 Million
0.55% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
28,738
shares
|
$3.73 Million
0.15% of portfolio
|
Q3 2024
Added 39.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
27,388
shares
|
$3.56 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
27,112
shares
|
$3.52 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
26,909
shares
|
$3.49 Million
0.49% of portfolio
|
Q1 2023
Added 40.34%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
26,748
shares
|
$3.47 Million
0.07% of portfolio
|
Q4 2021
Reduced 0.15%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
26,602
shares
|
$3.45 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
26,430
shares
|
$3.43 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
26,054
shares
|
$3.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
26,033
shares
|
$3.38 Million
0.15% of portfolio
|
Q3 2024
Added 41.15%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
25,914
shares
|
$3.37 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
25,235
shares
|
$3.28 Million
0.02% of portfolio
|
Q3 2024
Added 14.56%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
25,209
shares
|
$3.27 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
25,131
shares
|
$3.26 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
24,964
shares
|
$3.24 Million
1.18% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
24,796
shares
|
$3.22 Million
0.4% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
24,100
shares
|
$3.13 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,818
shares
|
$3.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
23,721
shares
|
$3.08 Million
0.98% of portfolio
|
Q4 2024
Reduced 8.43%
|