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 |
|---|---|---|---|---|---|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
9,487
shares
|
$1.06 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
9,466
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Added 44.08%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
9,391
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 24.31%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
9,383
shares
|
$1.05 Million
0.22% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
9,379
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
9,317
shares
|
$1.04 Million
0.8% of portfolio
|
Q2 2023
Reduced 6.56%
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
9,190
shares
|
$1.03 Million
0.08% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
9,183
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
9,055
shares
|
$1.01 Million
0.57% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
8,966
shares
|
$1 Million
0.12% of portfolio
|
Q4 2022
Reduced 8.76%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
8,966
shares
|
$1 Million
0.11% of portfolio
|
Q4 2022
Reduced 15.67%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
8,962
shares
|
$999,621
0.2% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
8,948
shares
|
$998,059
0.0% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
8,824
shares
|
$984,228
0.23% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,793
shares
|
$980,771
0.11% of portfolio
|
Q2 2023
Reduced 3.25%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
8,726
shares
|
$973,298
0.05% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
8,485
shares
|
$946,416
0.09% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,473
shares
|
$945,078
0.01% of portfolio
|
Q4 2024
Reduced 46.04%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
8,473
shares
|
$945,078
0.0% of portfolio
|
Q4 2024
Added 16.5%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
8,472
shares
|
$944,966
0.01% of portfolio
|
Q4 2024
Added 54.74%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
8,465
shares
|
$944,186
0.57% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
8,452
shares
|
$942,736
0.02% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
8,414
shares
|
$938,497
0.09% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
8,202
shares
|
$914,851
0.51% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,142
shares
|
$908,158
0.02% of portfolio
|
Q3 2022
Reduced 5.67%
|