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 |
|---|---|---|---|---|---|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
4,000
shares
|
$502,920
0.14% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
4,000
shares
|
$502,920
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
4,000
shares
|
$502,920
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
3,949
shares
|
$496,507
0.02% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
3,888
shares
|
$488,838
0.09% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
3,849
shares
|
$483,934
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
3,839
shares
|
$482,677
0.03% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
3,828
shares
|
$481,294
0.09% of portfolio
|
Q3 2023
Reduced 12.22%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,828
shares
|
$481,294
0.0% of portfolio
|
Q4 2022
Added 17.24%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
3,806
shares
|
$478,528
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
3,805
shares
|
$478,402
0.03% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,782
shares
|
$475,510
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
3,777
shares
|
$474,882
0.02% of portfolio
|
Q4 2024
Reduced 18.19%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
3,756
shares
|
$472,241
0.01% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
3,752
shares
|
$471,738
0.03% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,743
shares
|
$470,607
0.03% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
3,741
shares
|
$470,355
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
3,693
shares
|
$464,320
0.01% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
3,688
shares
|
$463,692
0.02% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,678
shares
|
$462,434
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
3,673
shares
|
$461,806
0.08% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,631
shares
|
$456,525
0.63% of portfolio
|
Q4 2023
Reduced 1.92%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3,629
shares
|
$456,274
0.01% of portfolio
|
Q4 2024
Added 46.63%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
3,601
shares
|
$452,753
0.05% of portfolio
|
Q4 2023
Reduced 17.18%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,600
shares
|
$452,628
0.02% of portfolio
|
Q2 2023
Reduced 21.74%
|