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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
2,900
shares
|
$364,617
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
2,894
shares
|
$363,862
0.1% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
2,872
shares
|
$361,096
0.04% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
2,870
shares
|
$360,845
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,847
shares
|
$357,953
0.02% of portfolio
|
Q2 2023
Reduced 7.2%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,842
shares
|
$357,324
0.03% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,825
shares
|
$355,187
0.0% of portfolio
|
Q2 2024
Reduced 12.54%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
2,801
shares
|
$352,169
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
2,800
shares
|
$352,044
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
2,799
shares
|
$351,918
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
2,795
shares
|
$351,415
0.0% of portfolio
|
Q4 2024
Added 49.55%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,790
shares
|
$350,786
0.02% of portfolio
|
Q1 2024
Added 2.95%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
2,789
shares
|
$350,660
0.0% of portfolio
|
Q3 2024
Reduced 47.5%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
2,774
shares
|
$348,775
0.02% of portfolio
|
Q4 2024
Reduced 28.62%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
2,761
shares
|
$347,140
0.21% of portfolio
|
Q1 2023
Reduced 5.25%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
2,759
shares
|
$346,889
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
2,756
shares
|
$346,511
0.0% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
2,750
shares
|
$345,757
0.05% of portfolio
|
Q3 2024
Reduced 12.25%
|
|
|
Nuance Investments, LLC
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
2,735
shares
|
$343,871
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
2,727
shares
|
$342,865
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
2,727
shares
|
$342,865
0.06% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
2,710
shares
|
$340,728
0.09% of portfolio
|
Q4 2024
Reduced 18.89%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
2,690
shares
|
$338,213
0.02% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,686
shares
|
$337,710
0.01% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,682
shares
|
$337,207
0.0% of portfolio
|
Q4 2024
Added 311.98%
|