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 |
|---|---|---|---|---|---|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
2,670
shares
|
$335,699
0.08% of portfolio
|
Q4 2020
New holding
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
2,665
shares
|
$335,070
0.12% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,656
shares
|
$333,938
0.07% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
2,641
shares
|
$332,052
0.03% of portfolio
|
Q4 2024
Added 28.58%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
2,636
shares
|
$331,424
0.01% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
2,635
shares
|
$331,298
0.0% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
2,628
shares
|
$330,418
0.13% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,608
shares
|
$327,903
0.08% of portfolio
|
Q4 2023
Added 26.72%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
2,603
shares
|
$327,275
0.0% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
2,600
shares
|
$326,898
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Boston Partners
Boston, MA |
Feb 10, 2025 Q4 2024 |
2,575
shares
|
$323,754
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
2,571
shares
|
$323,251
0.29% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
2,571
shares
|
$323,251
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
2,570
shares
|
$323,126
0.16% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
2,517
shares
|
$316,462
0.12% of portfolio
|
Q4 2024
Reduced 14.99%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 29, 2025 Q4 2024 |
2,515
shares
|
$316,210
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
2,500
shares
|
$314,325
0.06% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
2,497
shares
|
$313,947
0.19% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
2,478
shares
|
$311,558
0.02% of portfolio
|
Q3 2023
Added 2.23%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,468
shares
|
$310,301
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,451
shares
|
$308,164
0.04% of portfolio
|
Q4 2022
Reduced 1.61%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
2,439
shares
|
$306,655
0.0% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
2,412
shares
|
$303,260
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
2,406
shares
|
$302,506
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
2,405
shares
|
$302,380
0.04% of portfolio
|
Q3 2024
Reduced 0.41%
|