Institutional Ownership Ishares S&P Midcap 400 Value E (IJJ)
Currently, there are no institutions holding Ishares S&P Midcap 400 Value E (IJJ). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
9,034
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
8,975
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
8,966
shares
|
$1.16 Million
0.1% of portfolio
|
Q4 2022
Reduced 15.67%
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
8,966
shares
|
$1.16 Million
0.11% of portfolio
|
Q4 2022
Reduced 8.76%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
8,962
shares
|
$1.16 Million
0.2% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
8,948
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
8,819
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,793
shares
|
$1.14 Million
0.11% of portfolio
|
Q2 2023
Reduced 3.25%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
8,726
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2025
Added 24.66%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
8,634
shares
|
$1.12 Million
0.4% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
8,573
shares
|
$1.11 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
8,568
shares
|
$1.11 Million
0.27% of portfolio
|
Q3 2025
Reduced 12.28%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
8,527
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
8,521
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
8,485
shares
|
$1.1 Million
0.08% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
8,435
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
8,414
shares
|
$1.09 Million
0.09% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
8,310
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
8,304
shares
|
$1.07 Million
0.47% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,142
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2022
Reduced 5.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
8,055
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
7,914
shares
|
$1.02 Million
0.29% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
7,900
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,824
shares
|
$1.01 Million
0.4% of portfolio
|
Q4 2023
Added 273.64%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
7,800
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.63%
|