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 |
|---|---|---|---|---|---|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
6,923
shares
|
$772,191
0.08% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
6,893
shares
|
$768,845
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
6,784
shares
|
$756,687
0.03% of portfolio
|
Q3 2024
Added 17.29%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
6,765
shares
|
$754,568
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
6,711
shares
|
$748,544
0.02% of portfolio
|
Q4 2024
Reduced 96.23%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
6,689
shares
|
$746,091
0.02% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 11, 2025 Q1 2025 |
6,657
shares
|
$742,521
0.51% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
6,655
shares
|
$742,298
0.15% of portfolio
|
Q1 2024
Reduced 32.46%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
6,648
shares
|
$741,517
0.25% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
6,633
shares
|
$739,844
0.12% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
6,594
shares
|
$735,494
0.04% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
6,557
shares
|
$731,367
0.24% of portfolio
|
Q2 2022
Reduced 1.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
6,546
shares
|
$730,140
0.01% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,518
shares
|
$727,017
0.02% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
6,500
shares
|
$725,010
0.08% of portfolio
|
Q3 2024
Added 46.26%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,479
shares
|
$722,667
0.02% of portfolio
|
Q1 2025
Reduced 29.77%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
6,465
shares
|
$721,106
0.01% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
6,394
shares
|
$713,186
0.05% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
6,381
shares
|
$711,736
0.06% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
6,350
shares
|
$708,279
0.1% of portfolio
|
Q1 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
6,324
shares
|
$705,378
0.47% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
6,307
shares
|
$703,482
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
6,120
shares
|
$682,624
0.18% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
6,109
shares
|
$681,397
0.18% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
5,996
shares
|
$668,793
0.08% of portfolio
|
Q4 2024
Reduced 0.18%
|