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 766 institutions that hold shares in the stock, with a total of 41.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
4,048,737
shares
|
$471 Million
0.04% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
3,794,766
shares
|
$442 Million
0.11% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
2,473,304
shares
|
$288 Million
0.03% of portfolio
|
Q1 2024
Added 11.54%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,939,473
shares
|
$226 Million
0.06% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,722,049
shares
|
$200 Million
0.08% of portfolio
|
Q1 2024
Added 1.31%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
1,303,911
shares
|
$152 Million
0.11% of portfolio
|
Q1 2024
Added 0.47%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
928,097
shares
|
$108 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.35%
|
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
856,735
shares
|
$99.7 Million
0.92% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
779,046
shares
|
$90.7 Million
0.21% of portfolio
|
Q1 2024
Reduced 1.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
693,011
shares
|
$80.6 Million
0.06% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
690,549
shares
|
$80.4 Million
1.22% of portfolio
|
Q1 2024
Added 20.68%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
671,326
shares
|
$78.1 Million
0.01% of portfolio
|
Q1 2024
Added 0.89%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
622,147
shares
|
$72.4 Million
0.08% of portfolio
|
Q1 2024
Added 1.9%
|
|
|
Evensky & Katz LLC
|
Apr 08, 2024 Q1 2024 |
606,003
shares
|
$70.5 Million
5.06% of portfolio
|
Q1 2024
Added 1.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
588,421
shares
|
$68.5 Million
0.04% of portfolio
|
Q1 2024
Reduced 8.78%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
May 13, 2024 Q1 2024 |
577,135
shares
|
$67.2 Million
4.2% of portfolio
|
Q1 2024
Added 2.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
500,594
shares
|
$58.3 Million
0.01% of portfolio
|
Q1 2024
Added 4.52%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
426,641
shares
|
$49.6 Million
0.08% of portfolio
|
Q1 2024
Added 50.41%
|
|
|
Gw Henssler & Associates LTD
|
May 07, 2024 Q1 2024 |
419,075
shares
|
$48.8 Million
2.97% of portfolio
|
Q1 2024
Added 4.76%
|
|
|
Willis Johnson & Associates, Inc.
|
Apr 19, 2024 Q1 2024 |
415,016
shares
|
$48.3 Million
4.27% of portfolio
|
Q1 2024
Added 1.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
379,214
shares
|
$44.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.9%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 14, 2024 Q1 2024 |
372,946
shares
|
$43.4 Million
1.74% of portfolio
|
Q1 2024
Reduced 13.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
368,449
shares
|
$42.9 Million
0.09% of portfolio
|
Q1 2024
Added 1.21%
|
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
355,658
shares
|
$41.4 Million
0.45% of portfolio
|
Q1 2024
Added 1.64%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
345,926
shares
|
$40.3 Million
0.24% of portfolio
|
Q1 2024
Added 100.94%
|
|