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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
340,782
shares
|
$42.8 Million
0.06% of portfolio
|
Q4 2024
Added 19.52%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
325,109
shares
|
$40.9 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
323,532
shares
|
$40.7 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
268,924
shares
|
$33.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
258,810
shares
|
$32.5 Million
17.13% of portfolio
|
Q4 2022
Reduced 4.06%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
255,717
shares
|
$32.2 Million
0.17% of portfolio
|
Q2 2023
Reduced 0.88%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
255,497
shares
|
$32.1 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
242,620
shares
|
$30.5 Million
0.03% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
237,137
shares
|
$29.8 Million
2.06% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
230,848
shares
|
$29 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
217,027
shares
|
$27.3 Million
0.57% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
216,936
shares
|
$27.3 Million
0.08% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
198,292
shares
|
$24.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 47.03%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
193,864
shares
|
$24.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 98.98%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
177,352
shares
|
$22.3 Million
0.09% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
173,522
shares
|
$21.8 Million
1.45% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
169,222
shares
|
$21.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
166,682
shares
|
$21 Million
0.01% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
163,982
shares
|
$20.6 Million
1.8% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
162,682
shares
|
$20.5 Million
5.7% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,833
shares
|
$20 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
156,930
shares
|
$19.7 Million
4.96% of portfolio
|
Q3 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
156,124
shares
|
$19.6 Million
0.02% of portfolio
|
Q4 2024
Added 14.58%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
148,918
shares
|
$18.7 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
141,598
shares
|
$17.8 Million
2.86% of portfolio
|
Q4 2024
Added 0.14%
|