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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
5,983
shares
|
$667,343
0.01% of portfolio
|
Q4 2024
Added 19.97%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
5,935
shares
|
$661,989
0.48% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
5,881
shares
|
$655,966
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,872
shares
|
$654,962
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
5,865
shares
|
$654,182
0.06% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
5,842
shares
|
$651,616
0.08% of portfolio
|
Q3 2023
Reduced 0.05%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
5,828
shares
|
$650,055
0.11% of portfolio
|
Q1 2022
Added 1150.64%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
5,797
shares
|
$646,597
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
5,789
shares
|
$645,705
0.05% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
5,745
shares
|
$640,797
0.39% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,683
shares
|
$633,881
0.02% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Apr 08, 2025 Q1 2025 |
5,679
shares
|
$633,435
0.29% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
5,626
shares
|
$627,524
0.01% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
5,587
shares
|
$623,173
0.25% of portfolio
|
Q4 2024
Reduced 31.76%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
5,548
shares
|
$618,823
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
5,536
shares
|
$617,485
0.05% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
5,503
shares
|
$613,804
0.24% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
5,484
shares
|
$611,685
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
5,431
shares
|
$605,773
0.02% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
5,417
shares
|
$604,212
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
5,292
shares
|
$590,269
0.0% of portfolio
|
Q4 2024
Added 206.96%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
5,230
shares
|
$583,354
0.05% of portfolio
|
Q1 2025
Added 63.59%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
5,179
shares
|
$577,665
0.15% of portfolio
|
Q4 2023
Reduced 0.42%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Feb 13, 2025 Q4 2024 |
5,169
shares
|
$576,550
0.24% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
5,155
shares
|
$574,988
0.29% of portfolio
|
Q4 2024
Reduced 0.1%
|