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 |
|---|---|---|---|---|---|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
7,955
shares
|
$887,300
0.42% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Apr 21, 2025 Q1 2025 |
7,901
shares
|
$881,277
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
7,861
shares
|
$876,815
0.01% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,824
shares
|
$872,688
0.4% of portfolio
|
Q4 2023
Added 273.64%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
7,777
shares
|
$867,446
0.43% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
7,760
shares
|
$865,550
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
7,731
shares
|
$862,315
0.0% of portfolio
|
Q4 2024
Added 59.34%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
7,725
shares
|
$861,646
0.03% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
7,700
shares
|
$858,858
0.04% of portfolio
|
Q3 2023
Reduced 56.87%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,627
shares
|
$850,715
0.01% of portfolio
|
Q2 2023
Reduced 0.95%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
7,494
shares
|
$835,880
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
7,431
shares
|
$828,853
0.03% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
7,428
shares
|
$828,519
0.01% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,406
shares
|
$826,065
0.27% of portfolio
|
Q2 2022
Added 0.12%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
7,330
shares
|
$817,588
0.28% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Objective Capital Management, LLC
|
Mar 18, 2025 Q4 2024 |
7,299
shares
|
$814,130
0.63% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
7,258
shares
|
$809,557
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
7,206
shares
|
$803,757
0.11% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
7,182
shares
|
$801,080
0.32% of portfolio
|
Q4 2023
Added 1.11%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
7,138
shares
|
$796,172
0.62% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
7,128
shares
|
$795,057
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
7,008
shares
|
$781,672
0.1% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
7,000
shares
|
$780,780
0.24% of portfolio
|
Q1 2024
Added 75.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,997
shares
|
$780,445
0.02% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
6,923
shares
|
$772,191
0.08% of portfolio
|
Q3 2024
Reduced 0.03%
|