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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
4,924
shares
|
$619,094
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
4,915
shares
|
$617,962
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
4,910
shares
|
$617,334
0.01% of portfolio
|
Q4 2024
Added 42.86%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Feb 10, 2025 Q4 2024 |
4,891
shares
|
$614,945
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
4,881
shares
|
$613,688
0.32% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
4,856
shares
|
$610,544
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
4,830
shares
|
$607,275
0.1% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
4,822
shares
|
$606,270
0.1% of portfolio
|
Q3 2023
Reduced 14.41%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
4,819
shares
|
$605,892
0.02% of portfolio
|
Q4 2024
Added 19.7%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
4,780
shares
|
$600,989
0.32% of portfolio
|
Q2 2022
Added 0.76%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,766
shares
|
$599,229
0.03% of portfolio
|
Q4 2024
Added 69.85%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,749
shares
|
$597,091
0.11% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
4,725
shares
|
$594,074
0.19% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
4,709
shares
|
$592,062
0.07% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
4,678
shares
|
$588,164
0.15% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,672
shares
|
$587,410
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
4,666
shares
|
$586,656
0.62% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
4,664
shares
|
$586,404
0.02% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
4,659
shares
|
$585,776
0.07% of portfolio
|
Q4 2024
Added 41.22%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
4,625
shares
|
$581,501
0.02% of portfolio
|
Q4 2023
Reduced 26.68%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
4,596
shares
|
$577,855
0.19% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
4,573
shares
|
$574,963
0.02% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
4,549
shares
|
$571,945
0.03% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
4,547
shares
|
$571,694
0.02% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
4,506
shares
|
$566,539
0.01% of portfolio
|
Q3 2024
Reduced 2.76%
|