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 |
|---|---|---|---|---|---|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
18,944
shares
|
$2.38 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
18,871
shares
|
$2.37 Million
1.05% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
18,829
shares
|
$2.37 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
18,500
shares
|
$2.33 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
18,367
shares
|
$2.31 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
18,168
shares
|
$2.28 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
17,999
shares
|
$2.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
17,974
shares
|
$2.26 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
17,760
shares
|
$2.23 Million
0.21% of portfolio
|
Q4 2024
Added 106.18%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
17,725
shares
|
$2.23 Million
0.76% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
17,480
shares
|
$2.2 Million
0.9% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
17,145
shares
|
$2.16 Million
0.36% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
17,141
shares
|
$2.16 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
17,138
shares
|
$2.15 Million
0.0% of portfolio
|
Q4 2024
Added 104.22%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
17,121
shares
|
$2.15 Million
0.71% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
17,008
shares
|
$2.14 Million
0.05% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
16,671
shares
|
$2.1 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
16,664
shares
|
$2.1 Million
0.06% of portfolio
|
Q4 2024
Added 573.57%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
16,600
shares
|
$2.09 Million
0.01% of portfolio
|
Q4 2024
Added 44.01%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
16,511
shares
|
$2.08 Million
1.49% of portfolio
|
Q4 2024
Added 29.78%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
16,171
shares
|
$2.03 Million
0.42% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
16,123
shares
|
$2.03 Million
0.4% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
15,903
shares
|
$2 Million
0.53% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
15,700
shares
|
$1.97 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
15,548
shares
|
$1.95 Million
0.1% of portfolio
|
Q4 2024
Reduced 40.28%
|