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 |
|---|---|---|---|---|---|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
7,588
shares
|
$906,690
0.04% of portfolio
|
Q1 2025
Reduced 49.29%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
7,586
shares
|
$906,451
0.05% of portfolio
|
Q1 2025
Reduced 39.04%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
7,535
shares
|
$900,357
0.02% of portfolio
|
Q1 2025
Reduced 69.91%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
7,524
shares
|
$899,042
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
7,504
shares
|
$896,652
0.66% of portfolio
|
Q1 2025
Added 27.6%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
7,493
shares
|
$895,338
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
7,431
shares
|
$887,930
0.03% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
7,431
shares
|
$887,930
0.04% of portfolio
|
Q1 2025
Added 55.92%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,406
shares
|
$884,942
0.27% of portfolio
|
Q2 2022
Added 0.12%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
7,406
shares
|
$884,942
0.04% of portfolio
|
Q1 2025
Added 125.45%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
7,295
shares
|
$871,679
0.27% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
7,232
shares
|
$864,151
0.75% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
7,224
shares
|
$863,195
0.01% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
7,206
shares
|
$861,044
0.11% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
7,182
shares
|
$858,177
0.32% of portfolio
|
Q4 2023
Added 1.11%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
7,139
shares
|
$853,039
0.6% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
7,010
shares
|
$837,624
0.05% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
7,008
shares
|
$837,385
0.1% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
7,000
shares
|
$836,430
0.22% of portfolio
|
Q1 2024
Added 75.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,997
shares
|
$836,071
0.02% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
6,946
shares
|
$829,977
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
6,923
shares
|
$827,229
0.08% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
6,798
shares
|
$812,293
0.06% of portfolio
|
Q1 2025
Reduced 96.08%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
6,765
shares
|
$808,349
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
6,754
shares
|
$807,035
0.29% of portfolio
|
Q1 2025
Added 20.89%
|