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 |
|---|---|---|---|---|---|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
3,263
shares
|
$410,256
0.03% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
3,245
shares
|
$407,993
0.03% of portfolio
|
Q2 2024
Reduced 21.01%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
3,221
shares
|
$404,976
0.31% of portfolio
|
Q4 2022
Reduced 12.57%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,202
shares
|
$402,587
0.05% of portfolio
|
Q2 2023
Reduced 0.44%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
3,198
shares
|
$402,084
0.1% of portfolio
|
Q2 2022
Reduced 7.79%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
3,197
shares
|
$401,958
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
3,184
shares
|
$400,324
0.0% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
3,184
shares
|
$400,324
0.18% of portfolio
|
Q4 2023
Reduced 22.98%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
3,183
shares
|
$400,198
0.02% of portfolio
|
Q4 2024
Added 439.49%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
3,180
shares
|
$399,821
0.05% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,176
shares
|
$399,318
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
3,174
shares
|
$399,067
0.06% of portfolio
|
Q2 2022
Reduced 59.23%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
3,172
shares
|
$398,815
0.2% of portfolio
|
Q4 2024
Reduced 46.05%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
3,164
shares
|
$397,809
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,141
shares
|
$394,917
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,126
shares
|
$393,031
0.04% of portfolio
|
Q4 2024
Reduced 66.59%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
3,064
shares
|
$385,236
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
3,050
shares
|
$383,476
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
3,043
shares
|
$382,596
0.05% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,019
shares
|
$379,578
0.0% of portfolio
|
Q2 2022
Reduced 1.39%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,000
shares
|
$377,190
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
2,999
shares
|
$377,064
0.05% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
2,993
shares
|
$376,309
0.11% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
2,969
shares
|
$373,292
0.22% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,922
shares
|
$367,383
0.06% of portfolio
|
Q4 2022
New holding
|