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 822 institutions that hold shares in the stock, with a total of 40.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,027,996
shares
|
$527 Million
0.04% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,527,235
shares
|
$462 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,306,938
shares
|
$302 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,928,747
shares
|
$253 Million
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,795,499
shares
|
$235 Million
0.07% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,359,539
shares
|
$178 Million
0.11% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
917,864
shares
|
$120 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
882,125
shares
|
$116 Million
0.91% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
731,934
shares
|
$95.8 Million
0.19% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
705,407
shares
|
$92.4 Million
1.21% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
682,949
shares
|
$89.4 Million
0.01% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
666,215
shares
|
$87.2 Million
0.05% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
639,140
shares
|
$83.7 Million
5.14% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
605,531
shares
|
$79.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
596,985
shares
|
$78.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
584,653
shares
|
$76.6 Million
4.24% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
520,096
shares
|
$68.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
445,009
shares
|
$58.3 Million
4.19% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
425,013
shares
|
$55.7 Million
2.98% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
391,172
shares
|
$51.2 Million
0.0% of portfolio
|
Q3 2024
Added 18.32%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
374,327
shares
|
$49 Million
0.23% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
364,244
shares
|
$47.7 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
363,512
shares
|
$47.6 Million
0.07% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
353,151
shares
|
$46.2 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
330,731
shares
|
$43.3 Million
0.75% of portfolio
|
Q3 2024
Reduced 8.36%
|