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 |
|---|---|---|---|---|---|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
2,207
shares
|
$277,486
0.08% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,204
shares
|
$277,108
0.14% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
2,204
shares
|
$277,108
0.04% of portfolio
|
Q4 2024
Reduced 28.7%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,193
shares
|
$275,725
0.0% of portfolio
|
Q4 2024
Reduced 77.84%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
2,160
shares
|
$271,576
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
2,151
shares
|
$270,445
0.17% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
2,150
shares
|
$270,319
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,149
shares
|
$270,193
0.06% of portfolio
|
Q1 2024
Added 15.41%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
2,148
shares
|
$270,068
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
2,146
shares
|
$269,816
0.13% of portfolio
|
Q2 2023
Reduced 11.69%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,138
shares
|
$268,810
0.02% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
2,138
shares
|
$268,810
0.07% of portfolio
|
Q4 2024
Reduced 16.35%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
2,125
shares
|
$267,176
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,116
shares
|
$266,044
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,113
shares
|
$265,667
0.03% of portfolio
|
Q2 2024
Reduced 63.1%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,112
shares
|
$265,541
0.02% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
2,108
shares
|
$265,038
0.0% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
2,098
shares
|
$263,781
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,087
shares
|
$262,398
0.01% of portfolio
|
Q3 2023
Reduced 7.91%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
2,085
shares
|
$262,147
0.09% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,069
shares
|
$260,135
0.04% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,068
shares
|
$260,009
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
2,061
shares
|
$259,129
0.08% of portfolio
|
Q4 2024
Reduced 92.42%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Feb 13, 2025 Q4 2024 |
2,055
shares
|
$258,375
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
2,055
shares
|
$258,375
0.02% of portfolio
|
Q3 2024
Added 53.59%
|