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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
2,396
shares
|
$301,249
0.02% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
2,389
shares
|
$300,368
0.19% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
2,380
shares
|
$299,237
0.01% of portfolio
|
Q1 2023
Reduced 0.87%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,374
shares
|
$298,483
0.05% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
2,361
shares
|
$296,848
0.02% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
2,350
shares
|
$295,465
0.15% of portfolio
|
Q4 2024
Reduced 24.19%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,338
shares
|
$293,956
0.01% of portfolio
|
Q2 2024
Reduced 84.68%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
2,337
shares
|
$293,831
0.03% of portfolio
|
Q1 2024
Reduced 3.91%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,330
shares
|
$292,950
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,321
shares
|
$291,819
0.05% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
2,320
shares
|
$291,693
0.05% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,316
shares
|
$291,190
0.0% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
2,312
shares
|
$290,687
0.04% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
2,279
shares
|
$286,538
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,267
shares
|
$285,029
0.04% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
2,264
shares
|
$284,652
0.01% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,264
shares
|
$284,652
0.23% of portfolio
|
Q1 2023
Added 76.6%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
2,258
shares
|
$283,898
0.29% of portfolio
|
Q4 2021
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
2,246
shares
|
$282,389
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,245
shares
|
$282,263
0.02% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
2,236
shares
|
$281,132
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
2,229
shares
|
$280,252
0.14% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,218
shares
|
$278,869
0.04% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
2,218
shares
|
$278,869
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
2,215
shares
|
$278,491
0.12% of portfolio
|
Q1 2024
New holding
|