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 |
|---|---|---|---|---|---|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
7,871
shares
|
$989,620
0.58% of portfolio
|
Q3 2024
Added 47.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
7,861
shares
|
$988,363
0.01% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,824
shares
|
$983,711
0.4% of portfolio
|
Q4 2023
Added 273.64%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
7,777
shares
|
$977,802
0.43% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
7,760
shares
|
$975,664
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
7,731
shares
|
$972,018
0.0% of portfolio
|
Q4 2024
Added 59.34%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
7,725
shares
|
$971,264
0.03% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
7,700
shares
|
$968,121
0.04% of portfolio
|
Q3 2023
Reduced 56.87%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,627
shares
|
$958,942
0.01% of portfolio
|
Q2 2023
Reduced 0.95%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
7,494
shares
|
$942,220
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
7,431
shares
|
$934,299
0.03% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
7,428
shares
|
$933,922
0.01% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,406
shares
|
$931,156
0.27% of portfolio
|
Q2 2022
Added 0.12%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
7,330
shares
|
$921,600
0.28% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
7,258
shares
|
$912,548
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
7,222
shares
|
$908,022
0.11% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
7,195
shares
|
$904,627
0.09% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
7,182
shares
|
$902,992
0.32% of portfolio
|
Q4 2023
Added 1.11%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
7,138
shares
|
$897,460
0.62% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
7,128
shares
|
$896,203
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
7,000
shares
|
$880,110
0.24% of portfolio
|
Q1 2024
Added 75.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,997
shares
|
$879,732
0.02% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
6,924
shares
|
$870,554
0.56% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
6,923
shares
|
$870,428
0.08% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
6,893
shares
|
$866,656
0.05% of portfolio
|
Q4 2024
New holding
|