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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,918
shares
|
$1.82 Million
0.26% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
13,639
shares
|
$1.79 Million
0.2% of portfolio
|
Q4 2024
Added 16.94%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
13,444
shares
|
$1.76 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
13,441
shares
|
$1.76 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
13,376
shares
|
$1.75 Million
0.49% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
13,297
shares
|
$1.74 Million
0.43% of portfolio
|
Q3 2024
Added 17.96%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jan 17, 2025 Q4 2024 |
13,166
shares
|
$1.72 Million
4.94% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
13,117
shares
|
$1.72 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
12,984
shares
|
$1.7 Million
0.36% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
12,945
shares
|
$1.7 Million
0.03% of portfolio
|
Q2 2024
Added 22.11%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
12,888
shares
|
$1.69 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
12,781
shares
|
$1.67 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
12,750
shares
|
$1.67 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
12,745
shares
|
$1.67 Million
0.02% of portfolio
|
Q4 2024
Added 19.5%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
12,722
shares
|
$1.67 Million
1.11% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
12,662
shares
|
$1.66 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
12,628
shares
|
$1.65 Million
0.47% of portfolio
|
Q3 2024
Reduced 32.25%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
12,553
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
12,456
shares
|
$1.63 Million
0.04% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,442
shares
|
$1.63 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
12,407
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
12,336
shares
|
$1.62 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
12,288
shares
|
$1.61 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
12,288
shares
|
$1.61 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
12,275
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2023
Reduced 14.56%
|