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 |
|---|---|---|---|---|---|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
5,797
shares
|
$692,683
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
5,767
shares
|
$689,098
0.02% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Apr 08, 2025 Q1 2025 |
5,679
shares
|
$678,583
0.29% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
5,666
shares
|
$677,030
0.02% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
5,659
shares
|
$676,193
0.0% of portfolio
|
Q1 2025
Added 80.17%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
5,594
shares
|
$668,427
0.41% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
5,543
shares
|
$662,333
0.05% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
5,524
shares
|
$660,062
0.24% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
5,499
shares
|
$657,075
0.02% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
5,484
shares
|
$655,283
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,452
shares
|
$651,459
0.01% of portfolio
|
Q1 2025
Reduced 91.73%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
5,431
shares
|
$648,950
0.02% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,418
shares
|
$647,396
0.07% of portfolio
|
Q1 2025
Added 21.15%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
5,300
shares
|
$633,297
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
5,293
shares
|
$632,460
0.01% of portfolio
|
Q1 2025
Reduced 18.13%
|
|
|
Nuance Investments, LLC
Kansas City, MO |
May 12, 2025 Q1 2025 |
5,247
shares
|
$626,964
0.05% of portfolio
|
Q1 2025
Added 91.85%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
5,230
shares
|
$624,932
0.05% of portfolio
|
Q1 2025
Added 63.59%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
5,195
shares
|
$620,750
0.3% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
5,179
shares
|
$618,838
0.14% of portfolio
|
Q4 2023
Reduced 0.42%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,141
shares
|
$614,298
0.17% of portfolio
|
Q1 2025
Added 18.87%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
5,032
shares
|
$601,273
0.29% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,031
shares
|
$601,154
0.02% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
4,913
shares
|
$587,054
0.03% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 15, 2025 Q1 2025 |
4,912
shares
|
$586,934
0.23% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
4,888
shares
|
$584,067
0.01% of portfolio
|
Q1 2025
Added 44.62%
|