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 |
|---|---|---|---|---|---|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
6,682
shares
|
$798,432
0.03% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
6,671
shares
|
$797,117
0.0% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 11, 2025 Q1 2025 |
6,657
shares
|
$795,444
0.51% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
6,655
shares
|
$795,205
0.15% of portfolio
|
Q1 2024
Reduced 32.46%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
6,648
shares
|
$794,369
0.24% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
6,633
shares
|
$792,577
0.12% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
6,612
shares
|
$790,067
0.08% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
6,557
shares
|
$783,495
0.24% of portfolio
|
Q2 2022
Reduced 1.19%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,518
shares
|
$778,835
0.02% of portfolio
|
Q4 2024
Reduced 7.86%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,479
shares
|
$774,175
0.02% of portfolio
|
Q1 2025
Reduced 29.77%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
May 15, 2025 Q1 2025 |
6,460
shares
|
$771,905
0.37% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
6,381
shares
|
$762,465
0.06% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
6,350
shares
|
$758,761
0.09% of portfolio
|
Q1 2022
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
6,324
shares
|
$755,654
0.47% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
6,189
shares
|
$739,523
0.05% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
6,179
shares
|
$738,328
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
6,120
shares
|
$731,278
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
|
$729,964
0.18% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
5,973
shares
|
$713,713
0.01% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
5,969
shares
|
$713,235
0.01% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,957
shares
|
$711,801
0.04% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
5,935
shares
|
$709,173
0.48% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
5,865
shares
|
$700,808
0.06% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
5,842
shares
|
$698,060
0.08% of portfolio
|
Q3 2023
Reduced 0.05%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
5,828
shares
|
$696,387
0.11% of portfolio
|
Q1 2022
Added 1150.64%
|