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 |
|---|---|---|---|---|---|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
9,408
shares
|
$1.18 Million
0.34% of portfolio
|
Q4 2024
Reduced 29.32%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
9,391
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 24.31%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
9,379
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
9,335
shares
|
$1.17 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
9,317
shares
|
$1.17 Million
0.8% of portfolio
|
Q2 2023
Reduced 6.56%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,225
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
9,190
shares
|
$1.16 Million
0.08% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
9,183
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
8,966
shares
|
$1.13 Million
0.12% of portfolio
|
Q4 2022
Reduced 8.76%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
8,966
shares
|
$1.13 Million
0.11% of portfolio
|
Q4 2022
Reduced 15.67%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
8,948
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
8,824
shares
|
$1.11 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,793
shares
|
$1.11 Million
0.11% of portfolio
|
Q2 2023
Reduced 3.25%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
8,695
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
8,588
shares
|
$1.08 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,473
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 46.04%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
8,473
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 16.5%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
8,472
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Added 54.74%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
8,461
shares
|
$1.06 Million
0.09% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
8,452
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
8,414
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
8,202
shares
|
$1.03 Million
0.51% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,142
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2022
Reduced 5.67%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
7,955
shares
|
$1 Million
0.42% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
7,933
shares
|
$997,416
0.56% of portfolio
|
Q4 2024
Added 108.32%
|