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 903 institutions that hold shares in the stock, with a total of 43.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
8,827
shares
|
$1.05 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,793
shares
|
$1.05 Million
0.11% of portfolio
|
Q2 2023
Reduced 3.25%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
8,726
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
8,682
shares
|
$1.04 Million
0.09% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
8,679
shares
|
$1.04 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
8,672
shares
|
$1.04 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
8,614
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
8,485
shares
|
$1.01 Million
0.09% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
8,465
shares
|
$1.01 Million
0.57% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
8,414
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,321
shares
|
$994,276
0.01% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
8,233
shares
|
$983,761
0.5% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,142
shares
|
$972,887
0.02% of portfolio
|
Q3 2022
Reduced 5.67%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
7,968
shares
|
$952,096
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
7,948
shares
|
$949,706
0.0% of portfolio
|
Q1 2025
Added 63.67%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
7,928
shares
|
$947,316
0.0% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
7,916
shares
|
$945,882
0.01% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
7,913
shares
|
$945,524
0.03% of portfolio
|
Q1 2025
Reduced 16.41%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Apr 21, 2025 Q1 2025 |
7,901
shares
|
$944,090
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
7,835
shares
|
$936,204
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,824
shares
|
$934,889
0.4% of portfolio
|
Q4 2023
Added 273.64%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
7,760
shares
|
$927,242
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
7,726
shares
|
$923,179
0.42% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
7,680
shares
|
$917,683
0.03% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,627
shares
|
$911,350
0.01% of portfolio
|
Q2 2023
Reduced 0.95%
|