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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,053
shares
|
$132,393
0.0% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
1,035
shares
|
$130,130
0.02% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
1,000
shares
|
$125,730
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
989
shares
|
$124,346
0.01% of portfolio
|
Q4 2024
Reduced 47.62%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
986
shares
|
$123,969
0.0% of portfolio
|
Q3 2022
Reduced 20.16%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
980
shares
|
$123,215
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
944
shares
|
$118,689
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
940
shares
|
$118,186
0.01% of portfolio
|
Q4 2023
Added 37.23%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
920
shares
|
$115,671
0.03% of portfolio
|
Q4 2023
Reduced 8.18%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
916
shares
|
$115,168
0.01% of portfolio
|
Q4 2024
Reduced 36.65%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
915
shares
|
$115,042
0.04% of portfolio
|
Q3 2024
Reduced 28.68%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
883
shares
|
$111,019
0.04% of portfolio
|
Q4 2024
Reduced 10.08%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
880
shares
|
$110,642
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
858
shares
|
$107,876
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
848
shares
|
$106,619
0.03% of portfolio
|
Q3 2024
Reduced 15.96%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
813
shares
|
$102,218
0.01% of portfolio
|
Q4 2023
Reduced 23.3%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
798
shares
|
$100,332
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
797
shares
|
$100,206
0.0% of portfolio
|
Q3 2022
Reduced 7.54%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
775
shares
|
$97,440
0.01% of portfolio
|
Q2 2024
Reduced 13.89%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
769
shares
|
$96,686
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
761
shares
|
$95,680
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
753
shares
|
$94,674
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
751
shares
|
$94,423
0.01% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
749
shares
|
$94,171
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
744
shares
|
$93,543
0.01% of portfolio
|
Q4 2024
Added 0.13%
|