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 |
|---|---|---|---|---|---|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
8,187
shares
|
$1.07 Million
0.36% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
8,187
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
8,160
shares
|
$1.07 Million
0.53% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,142
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2022
Reduced 5.67%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
8,125
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 20.89%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
7,954
shares
|
$1.04 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
7,933
shares
|
$1.04 Million
0.56% of portfolio
|
Q4 2024
Added 108.32%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
7,871
shares
|
$1.03 Million
0.58% of portfolio
|
Q3 2024
Added 47.04%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,824
shares
|
$1.02 Million
0.4% of portfolio
|
Q4 2023
Added 273.64%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
7,760
shares
|
$1.02 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
7,700
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2023
Reduced 56.87%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
7,677
shares
|
$1.01 Million
0.44% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,627
shares
|
$998,679
0.01% of portfolio
|
Q2 2023
Reduced 0.95%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
7,618
shares
|
$997,500
0.01% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
7,466
shares
|
$977,598
0.01% of portfolio
|
Q3 2024
Added 16.71%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
7,431
shares
|
$973,015
0.03% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,406
shares
|
$969,741
0.27% of portfolio
|
Q2 2022
Added 0.12%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
7,337
shares
|
$960,706
0.04% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
7,330
shares
|
$959,790
0.28% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,300
shares
|
$955,862
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
7,273
shares
|
$952,326
0.0% of portfolio
|
Q3 2024
Reduced 50.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
7,273
shares
|
$952,326
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
7,222
shares
|
$945,648
0.11% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
7,195
shares
|
$942,113
0.09% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
7,182
shares
|
$940,411
0.32% of portfolio
|
Q4 2023
Added 1.11%
|