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 892 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 $4.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
15,903
shares
|
$1.77 Million
0.53% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
15,727
shares
|
$1.75 Million
0.22% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
15,548
shares
|
$1.73 Million
0.1% of portfolio
|
Q4 2024
Reduced 40.28%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
15,394
shares
|
$1.72 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
15,105
shares
|
$1.68 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.63%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
15,063
shares
|
$1.68 Million
0.03% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
14,987
shares
|
$1.67 Million
0.4% of portfolio
|
Q1 2025
Reduced 20.89%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
14,973
shares
|
$1.67 Million
0.11% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
14,964
shares
|
$1.67 Million
0.06% of portfolio
|
Q4 2024
Added 103.95%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
14,919
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
14,871
shares
|
$1.66 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
14,829
shares
|
$1.65 Million
0.06% of portfolio
|
Q4 2024
Added 512.77%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
14,781
shares
|
$1.65 Million
0.03% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
14,773
shares
|
$1.65 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
14,721
shares
|
$1.64 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
14,073
shares
|
$1.57 Million
0.04% of portfolio
|
Q4 2024
Added 12.98%
|
|
|
C2 C Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
14,056
shares
|
$1.57 Million
1.59% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
14,000
shares
|
$1.56 Million
0.22% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
13,932
shares
|
$1.55 Million
0.61% of portfolio
|
Q4 2024
Added 50.73%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,918
shares
|
$1.55 Million
0.26% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
13,814
shares
|
$1.54 Million
1.33% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
13,768
shares
|
$1.54 Million
0.2% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
13,676
shares
|
$1.53 Million
1.58% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
13,463
shares
|
$1.5 Million
0.06% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
13,379
shares
|
$1.49 Million
0.57% of portfolio
|
Q4 2024
New holding
|