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 888 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 $5.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,061,520
shares
|
$511 Million
0.04% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,577,174
shares
|
$450 Million
0.1% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,342,909
shares
|
$295 Million
0.03% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,154,366
shares
|
$271 Million
0.05% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,862,735
shares
|
$234 Million
0.08% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,407,669
shares
|
$177 Million
0.12% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
987,732
shares
|
$124 Million
0.03% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
897,864
shares
|
$113 Million
0.93% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
853,539
shares
|
$107 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
705,043
shares
|
$88.6 Million
1.22% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
705,020
shares
|
$88.6 Million
0.01% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
690,371
shares
|
$86.8 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
666,215
shares
|
$83.8 Million
0.05% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
654,199
shares
|
$82.3 Million
0.03% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
636,764
shares
|
$80.1 Million
5.21% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
597,886
shares
|
$75.2 Million
0.06% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
578,772
shares
|
$72.8 Million
4.35% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
543,096
shares
|
$68.3 Million
2.43% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
524,708
shares
|
$66 Million
0.01% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
455,050
shares
|
$57.2 Million
4.37% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
425,183
shares
|
$53.5 Million
0.0% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
419,405
shares
|
$52.7 Million
3.19% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
390,496
shares
|
$49.1 Million
0.07% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
361,563
shares
|
$45.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
357,959
shares
|
$45 Million
0.34% of portfolio
|
Q4 2024
Added 1.36%
|