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 |
|---|---|---|---|---|---|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
7,138
shares
|
$934,649
0.62% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
7,134
shares
|
$934,125
0.01% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,074
shares
|
$926,269
0.03% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
7,000
shares
|
$916,580
0.33% of portfolio
|
Q1 2024
Added 75.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,997
shares
|
$916,187
0.02% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
6,966
shares
|
$912,128
0.04% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
6,924
shares
|
$906,628
0.56% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
6,923
shares
|
$906,497
0.08% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
6,784
shares
|
$888,296
0.03% of portfolio
|
Q3 2024
Added 17.29%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
6,765
shares
|
$885,809
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
6,675
shares
|
$874,024
0.01% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
6,655
shares
|
$871,405
0.16% of portfolio
|
Q1 2024
Reduced 32.46%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
6,648
shares
|
$870,489
0.25% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
6,633
shares
|
$868,525
0.11% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
6,625
shares
|
$867,477
0.01% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
6,570
shares
|
$860,275
0.03% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
6,562
shares
|
$859,228
0.02% of portfolio
|
Q3 2024
Added 22.47%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
6,557
shares
|
$858,573
0.24% of portfolio
|
Q2 2022
Reduced 1.19%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
6,520
shares
|
$853,728
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
6,500
shares
|
$851,110
0.08% of portfolio
|
Q3 2024
Added 46.26%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
6,381
shares
|
$835,528
0.06% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
6,350
shares
|
$831,469
0.1% of portfolio
|
Q1 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,339
shares
|
$830,028
0.31% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
6,329
shares
|
$828,719
0.05% of portfolio
|
Q1 2024
Added 45.76%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
6,290
shares
|
$823,612
0.43% of portfolio
|
Q3 2024
Added 11.76%
|