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 |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
6,287
shares
|
$823,219
0.0% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
6,252
shares
|
$818,636
0.05% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,120
shares
|
$801,352
0.18% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
6,109
shares
|
$799,912
0.19% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
6,007
shares
|
$786,556
0.1% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
5,935
shares
|
$777,128
0.51% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
5,879
shares
|
$769,796
0.39% of portfolio
|
Q3 2024
Added 18.82%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
5,865
shares
|
$767,963
0.06% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
5,842
shares
|
$764,951
0.08% of portfolio
|
Q3 2023
Reduced 0.05%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
5,832
shares
|
$763,642
0.0% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
5,828
shares
|
$763,118
0.16% of portfolio
|
Q1 2022
Added 1150.64%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
5,797
shares
|
$759,059
0.02% of portfolio
|
Q4 2024
Added 52.19%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
5,759
shares
|
$754,083
0.42% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
5,748
shares
|
$752,643
0.02% of portfolio
|
Q3 2024
Added 67.53%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
5,739
shares
|
$751,464
0.02% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,571
shares
|
$729,466
0.02% of portfolio
|
Q3 2024
Added 14.09%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,483
shares
|
$717,944
0.03% of portfolio
|
Q3 2024
Added 173.88%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Oct 30, 2024 Q3 2024 |
5,476
shares
|
$717,027
0.24% of portfolio
|
Q3 2024
Added 11.5%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,475
shares
|
$716,896
0.01% of portfolio
|
Q3 2024
Reduced 15.48%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
5,475
shares
|
$716,896
0.24% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
5,462
shares
|
$715,194
0.08% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
5,420
shares
|
$709,694
0.05% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
5,412
shares
|
$708,647
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
5,247
shares
|
$687,042
0.34% of portfolio
|
Q3 2024
Added 16.68%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,236
shares
|
$685,601
0.02% of portfolio
|
Q3 2024
New holding
|