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 |
|---|---|---|---|---|---|
|
Schaper Benz & Wise Investment Counsel Inc
|
Feb 07, 2025 Q4 2024 |
4,502
shares
|
$566,036
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
4,490
shares
|
$564,527
0.1% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
4,481
shares
|
$563,396
0.03% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,472
shares
|
$562,264
0.06% of portfolio
|
Q4 2024
Added 92.01%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,471
shares
|
$562,138
0.12% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
4,470
shares
|
$562,013
0.02% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
4,461
shares
|
$560,881
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,436
shares
|
$557,738
0.14% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
4,430
shares
|
$556,983
0.2% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
4,424
shares
|
$556,229
0.06% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
4,388
shares
|
$551,703
0.06% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,350
shares
|
$546,925
0.14% of portfolio
|
Q2 2023
Added 548.29%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
4,342
shares
|
$545,919
0.04% of portfolio
|
Q4 2024
Reduced 31.4%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
4,325
shares
|
$543,782
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,318
shares
|
$542,902
0.01% of portfolio
|
Q4 2024
Reduced 17.44%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
4,317
shares
|
$542,776
0.03% of portfolio
|
Q4 2024
Added 27.87%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,276
shares
|
$537,621
0.0% of portfolio
|
Q4 2024
Added 107.57%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
4,256
shares
|
$535,106
0.05% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
4,216
shares
|
$530,077
0.05% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
4,205
shares
|
$528,694
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
4,182
shares
|
$525,802
0.01% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,147
shares
|
$521,402
0.02% of portfolio
|
Q4 2024
Reduced 25.56%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,123
shares
|
$518,384
0.05% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
4,032
shares
|
$506,943
0.0% of portfolio
|
Q4 2024
Added 611.11%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
4,005
shares
|
$503,548
0.1% of portfolio
|
Q3 2022
New holding
|