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 |
|---|---|---|---|---|---|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
13,266
shares
|
$1.48 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
13,208
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jan 17, 2025 Q4 2024 |
13,166
shares
|
$1.47 Million
4.94% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
13,155
shares
|
$1.47 Million
0.14% of portfolio
|
Q4 2024
Added 40.95%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
13,056
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
12,984
shares
|
$1.45 Million
0.36% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
12,924
shares
|
$1.44 Million
0.49% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
12,662
shares
|
$1.41 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
12,539
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Added 87.85%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
12,468
shares
|
$1.39 Million
0.13% of portfolio
|
Q4 2024
Reduced 68.07%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
12,445
shares
|
$1.39 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,442
shares
|
$1.39 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
12,318
shares
|
$1.37 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
12,239
shares
|
$1.37 Million
1.08% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
12,238
shares
|
$1.37 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
12,211
shares
|
$1.36 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
12,186
shares
|
$1.36 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
11,991
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
11,980
shares
|
$1.34 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
11,976
shares
|
$1.34 Million
0.16% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
11,943
shares
|
$1.33 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
11,919
shares
|
$1.33 Million
0.16% of portfolio
|
Q4 2024
Reduced 18.25%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
11,819
shares
|
$1.32 Million
0.33% of portfolio
|
Q4 2024
Added 985.31%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
11,793
shares
|
$1.32 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
11,753
shares
|
$1.31 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.71%
|