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 |
|---|---|---|---|---|---|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
5,869
shares
|
$737,909
0.31% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
5,865
shares
|
$737,406
0.06% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
5,842
shares
|
$734,514
0.08% of portfolio
|
Q3 2023
Reduced 0.05%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
5,828
shares
|
$732,754
0.11% of portfolio
|
Q1 2022
Added 1150.64%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
5,797
shares
|
$728,856
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
5,797
shares
|
$728,856
0.02% of portfolio
|
Q4 2024
Added 52.19%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
5,789
shares
|
$727,850
0.05% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
5,745
shares
|
$722,318
0.39% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,683
shares
|
$714,523
0.02% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
5,626
shares
|
$707,356
0.01% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
5,587
shares
|
$702,453
0.25% of portfolio
|
Q4 2024
Reduced 31.76%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
5,548
shares
|
$697,550
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
5,536
shares
|
$696,041
0.05% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
5,503
shares
|
$691,892
0.24% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
5,500
shares
|
$691,515
0.02% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
5,484
shares
|
$689,503
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,460
shares
|
$686,485
0.02% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
5,417
shares
|
$681,079
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
5,292
shares
|
$665,363
0.0% of portfolio
|
Q4 2024
Added 206.96%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
5,179
shares
|
$651,155
0.15% of portfolio
|
Q4 2023
Reduced 0.42%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Feb 13, 2025 Q4 2024 |
5,169
shares
|
$649,898
0.24% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
5,155
shares
|
$648,138
0.29% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
5,126
shares
|
$644,491
0.02% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
5,048
shares
|
$634,685
0.01% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
5,042
shares
|
$633,930
0.33% of portfolio
|
Q4 2024
Reduced 3.91%
|