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 |
|---|---|---|---|---|---|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
39,740
shares
|
$5 Million
3.86% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
39,049
shares
|
$4.91 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
38,955
shares
|
$4.9 Million
0.01% of portfolio
|
Q4 2024
Added 49.52%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
37,820
shares
|
$4.76 Million
0.07% of portfolio
|
Q4 2024
Added 230.88%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
37,748
shares
|
$4.75 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
37,327
shares
|
$4.69 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
37,165
shares
|
$4.67 Million
4.32% of portfolio
|
Q4 2024
New holding
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
36,704
shares
|
$4.61 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
36,493
shares
|
$4.59 Million
0.67% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
35,741
shares
|
$4.49 Million
0.25% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
35,531
shares
|
$4.47 Million
0.53% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
35,150
shares
|
$4.42 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
34,898
shares
|
$4.39 Million
1.53% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
34,699
shares
|
$4.36 Million
0.25% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
34,631
shares
|
$4.35 Million
0.11% of portfolio
|
Q4 2023
Reduced 0.88%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
34,520
shares
|
$4.34 Million
2.08% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
34,476
shares
|
$4.33 Million
0.13% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
33,645
shares
|
$4.23 Million
3.3% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
33,484
shares
|
$4.21 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
33,331
shares
|
$4.19 Million
0.46% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
33,325
shares
|
$4.19 Million
0.59% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
32,855
shares
|
$4.13 Million
3.73% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
32,810
shares
|
$4.13 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
32,595
shares
|
$4.1 Million
0.14% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
31,558
shares
|
$3.97 Million
0.92% of portfolio
|
Q4 2024
Reduced 1.83%
|