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 |
|---|---|---|---|---|---|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
136,893
shares
|
$17.2 Million
2.17% of portfolio
|
Q4 2024
Reduced 14.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
136,538
shares
|
$17.2 Million
0.04% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
135,140
shares
|
$17 Million
6.41% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
127,616
shares
|
$16 Million
2.6% of portfolio
|
Q4 2024
Added 13.88%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
123,163
shares
|
$15.5 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
122,456
shares
|
$15.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 17.02%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
122,147
shares
|
$15.4 Million
1.23% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
119,954
shares
|
$15.1 Million
1.05% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
118,795
shares
|
$14.9 Million
0.15% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
115,990
shares
|
$14.6 Million
0.59% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
112,272
shares
|
$14.1 Million
1.49% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
110,555
shares
|
$13.9 Million
0.03% of portfolio
|
Q3 2023
Reduced 11.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
110,009
shares
|
$13.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
109,282
shares
|
$13.7 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
109,172
shares
|
$13.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
108,526
shares
|
$13.6 Million
2.7% of portfolio
|
Q4 2024
Added 26.33%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
106,954
shares
|
$13.4 Million
0.08% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
106,498
shares
|
$13.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
102,273
shares
|
$12.9 Million
2.0% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
97,219
shares
|
$12.2 Million
2.46% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
96,642
shares
|
$12.2 Million
0.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
95,450
shares
|
$12 Million
3.58% of portfolio
|
Q4 2024
Reduced 25.91%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
95,107
shares
|
$12 Million
0.05% of portfolio
|
Q4 2024
Reduced 21.34%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
94,493
shares
|
$11.9 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
90,957
shares
|
$11.4 Million
1.64% of portfolio
|
Q4 2024
Added 0.14%
|