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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
3,574
shares
|
$449,359
0.01% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
3,540
shares
|
$445,084
0.03% of portfolio
|
Q2 2023
Reduced 9.92%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
3,527
shares
|
$443,449
0.02% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
3,508
shares
|
$441,060
0.01% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
3,502
shares
|
$440,306
0.06% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,499
shares
|
$439,929
0.08% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
3,487
shares
|
$438,420
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
3,486
shares
|
$438,294
0.03% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
3,481
shares
|
$437,666
0.11% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
3,430
shares
|
$431,253
0.09% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
3,420
shares
|
$429,996
0.06% of portfolio
|
Q2 2023
Added 0.74%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,411
shares
|
$428,865
0.07% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
3,404
shares
|
$427,984
0.01% of portfolio
|
Q4 2024
Reduced 18.23%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,392
shares
|
$426,476
0.02% of portfolio
|
Q2 2022
Reduced 2.72%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
3,380
shares
|
$424,967
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
3,370
shares
|
$423,710
0.0% of portfolio
|
Q4 2024
Added 24.63%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
3,348
shares
|
$420,944
0.03% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,345
shares
|
$420,566
0.15% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
3,327
shares
|
$418,303
0.0% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
3,316
shares
|
$416,920
0.02% of portfolio
|
Q2 2024
Added 15.5%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
3,311
shares
|
$416,292
0.18% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
3,285
shares
|
$413,023
0.03% of portfolio
|
Q2 2024
Reduced 4.64%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
3,280
shares
|
$412,394
0.01% of portfolio
|
Q4 2024
Added 76.63%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
3,271
shares
|
$411,262
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
3,264
shares
|
$410,382
0.04% of portfolio
|
Q3 2024
Reduced 0.18%
|