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 837 institutions that hold shares in the stock, with a total of 41 Million shares, which have been reported (via 13F filing form) to have a value of $5.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
5,475
shares
|
$709,998
0.24% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
5,462
shares
|
$708,312
0.08% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,460
shares
|
$708,052
0.02% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
5,412
shares
|
$701,828
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,236
shares
|
$679,004
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
5,179
shares
|
$671,612
0.15% of portfolio
|
Q4 2023
Reduced 0.42%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
5,155
shares
|
$668,500
0.29% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
5,042
shares
|
$653,846
0.33% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
5,009
shares
|
$649,567
0.02% of portfolio
|
Q3 2024
Added 62.58%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
4,987
shares
|
$646,714
0.01% of portfolio
|
Q3 2024
Added 30.65%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
4,924
shares
|
$638,544
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
4,910
shares
|
$636,728
0.01% of portfolio
|
Q4 2024
Added 42.86%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
4,881
shares
|
$632,968
0.32% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
4,878
shares
|
$632,579
0.01% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,852
shares
|
$629,207
0.0% of portfolio
|
Q3 2024
Reduced 18.21%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
4,830
shares
|
$626,354
0.1% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,822
shares
|
$625,316
0.1% of portfolio
|
Q3 2023
Reduced 14.41%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
4,780
shares
|
$619,870
0.32% of portfolio
|
Q2 2022
Added 0.76%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,766
shares
|
$618,054
0.03% of portfolio
|
Q4 2024
Added 69.85%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,749
shares
|
$615,850
0.11% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
4,735
shares
|
$614,034
0.03% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
4,709
shares
|
$610,663
0.07% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,672
shares
|
$605,864
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
4,666
shares
|
$605,086
0.62% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
4,664
shares
|
$604,827
0.02% of portfolio
|
Q4 2024
Reduced 0.02%
|