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 |
|---|---|---|---|---|---|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
31,443
shares
|
$3.95 Million
1.91% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
31,421
shares
|
$3.95 Million
0.17% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
30,703
shares
|
$3.86 Million
0.08% of portfolio
|
Q4 2024
Added 21.79%
|
|
|
Factorial Partners, LLC
|
Feb 05, 2025 Q4 2024 |
30,500
shares
|
$3.83 Million
2.41% of portfolio
|
Q4 2023
Added 4.1%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
30,276
shares
|
$3.81 Million
1.24% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
30,234
shares
|
$3.8 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
30,222
shares
|
$3.8 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
30,029
shares
|
$3.78 Million
0.05% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,955
shares
|
$3.77 Million
0.11% of portfolio
|
Q2 2020
Added 7.83%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
29,875
shares
|
$3.76 Million
0.09% of portfolio
|
Q4 2024
Added 113.76%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
29,684
shares
|
$3.73 Million
1.11% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
29,633
shares
|
$3.73 Million
0.55% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
28,424
shares
|
$3.57 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
28,194
shares
|
$3.54 Million
2.68% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
28,096
shares
|
$3.53 Million
0.52% of portfolio
|
Q4 2024
Added 13.31%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
27,844
shares
|
$3.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 75.99%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
27,632
shares
|
$3.47 Million
0.36% of portfolio
|
Q4 2024
Added 636.07%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
26,909
shares
|
$3.38 Million
0.49% of portfolio
|
Q1 2023
Added 40.34%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
26,748
shares
|
$3.36 Million
0.07% of portfolio
|
Q4 2021
Reduced 0.15%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
26,710
shares
|
$3.36 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
26,602
shares
|
$3.34 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
26,583
shares
|
$3.34 Million
0.07% of portfolio
|
Q4 2024
Reduced 20.21%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
26,430
shares
|
$3.32 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
26,259
shares
|
$3.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
25,622
shares
|
$3.22 Million
0.12% of portfolio
|
Q4 2024
Added 1.95%
|