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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
2,054
shares
|
$258,249
0.0% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
2,053
shares
|
$258,123
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
2,051
shares
|
$257,872
0.0% of portfolio
|
Q4 2024
Added 10.03%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
2,046
shares
|
$257,243
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,045
shares
|
$257,117
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,039
shares
|
$256,363
0.02% of portfolio
|
Q2 2024
Reduced 16.3%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
2,036
shares
|
$255,986
0.02% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
2,007
shares
|
$252,340
0.04% of portfolio
|
Q4 2024
Reduced 80.13%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
2,000
shares
|
$251,460
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,000
shares
|
$251,460
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
1,992
shares
|
$250,454
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
1,977
shares
|
$248,568
0.0% of portfolio
|
Q4 2024
Added 110.1%
|
|
|
Sunesis Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,977
shares
|
$248,568
0.15% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
1,975
shares
|
$248,316
0.0% of portfolio
|
Q4 2024
Reduced 14.32%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
1,975
shares
|
$248,316
0.03% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
1,974
shares
|
$248,191
0.01% of portfolio
|
Q4 2024
Reduced 26.78%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
1,970
shares
|
$247,688
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,953
shares
|
$245,550
0.06% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,940
shares
|
$243,916
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
1,938
shares
|
$243,664
0.01% of portfolio
|
Q4 2024
Reduced 40.11%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
1,925
shares
|
$242,030
0.02% of portfolio
|
Q4 2024
Reduced 99.19%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,912
shares
|
$240,395
0.0% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Allied Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,909
shares
|
$240,018
0.05% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
1,902
shares
|
$239,138
0.05% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
1,882
shares
|
$236,623
0.07% of portfolio
|
Q4 2024
New holding
|