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 |
|---|---|---|---|---|---|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
725
shares
|
$91,154
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
722
shares
|
$90,777
0.01% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
712
shares
|
$89,519
0.04% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
690
shares
|
$86,753
0.01% of portfolio
|
Q1 2024
Added 16.95%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
676
shares
|
$84,993
0.0% of portfolio
|
Q4 2023
Reduced 76.41%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
675
shares
|
$84,867
0.04% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
669
shares
|
$84,113
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
669
shares
|
$84,113
0.01% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
668
shares
|
$83,987
0.07% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
667
shares
|
$83,861
0.01% of portfolio
|
Q2 2023
Added 0.45%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
660
shares
|
$82,981
0.01% of portfolio
|
Q2 2021
Reduced 2.37%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
656
shares
|
$82,478
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
650
shares
|
$81,724
0.01% of portfolio
|
Q4 2024
Added 23.81%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
605
shares
|
$76,066
0.0% of portfolio
|
Q4 2024
Reduced 33.44%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
600
shares
|
$75,438
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
600
shares
|
$75,438
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
581
shares
|
$73,049
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
566
shares
|
$71,163
0.04% of portfolio
|
Q2 2022
Reduced 94.31%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
553
shares
|
$69,528
0.0% of portfolio
|
Q1 2024
Reduced 61.08%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
545
shares
|
$68,522
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
524
shares
|
$65,882
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
520
shares
|
$65,379
0.02% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
515
shares
|
$64,750
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
515
shares
|
$64,750
0.01% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
514
shares
|
$64,625
0.04% of portfolio
|
Q4 2020
Added 100.0%
|