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 |
|---|---|---|---|---|---|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
6,784
shares
|
$852,952
0.03% of portfolio
|
Q3 2024
Added 17.29%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
6,765
shares
|
$850,563
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
6,711
shares
|
$843,774
0.02% of portfolio
|
Q4 2024
Reduced 96.23%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
6,689
shares
|
$841,007
0.02% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
6,655
shares
|
$836,733
0.16% of portfolio
|
Q1 2024
Reduced 32.46%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
6,648
shares
|
$835,853
0.25% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
6,633
shares
|
$833,967
0.12% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
6,594
shares
|
$829,063
0.04% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
6,557
shares
|
$824,411
0.24% of portfolio
|
Q2 2022
Reduced 1.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
6,546
shares
|
$823,028
0.01% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,518
shares
|
$819,508
0.02% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
6,500
shares
|
$817,245
0.08% of portfolio
|
Q3 2024
Added 46.26%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
6,465
shares
|
$812,844
0.01% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
6,394
shares
|
$803,917
0.05% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
6,381
shares
|
$802,283
0.06% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
6,350
shares
|
$798,385
0.1% of portfolio
|
Q1 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,339
shares
|
$797,002
0.31% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
6,307
shares
|
$792,979
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,120
shares
|
$769,467
0.18% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
6,109
shares
|
$768,084
0.19% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
5,996
shares
|
$753,877
0.08% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
5,983
shares
|
$752,242
0.01% of portfolio
|
Q4 2024
Added 19.97%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
5,935
shares
|
$746,207
0.48% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
5,881
shares
|
$739,418
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,872
shares
|
$738,286
0.0% of portfolio
|
Q4 2024
New holding
|