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 |
|---|---|---|---|---|---|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
4,587
shares
|
$600,621
0.02% of portfolio
|
Q1 2023
Reduced 0.35%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,537
shares
|
$594,074
0.02% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
4,506
shares
|
$590,015
0.01% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
4,502
shares
|
$589,491
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
4,490
shares
|
$587,920
0.1% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
4,444
shares
|
$581,897
0.03% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,436
shares
|
$580,849
0.14% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
4,424
shares
|
$579,278
0.06% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
4,388
shares
|
$574,564
0.06% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,350
shares
|
$569,589
0.14% of portfolio
|
Q2 2023
Added 548.29%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,318
shares
|
$565,398
0.01% of portfolio
|
Q4 2024
Reduced 17.44%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
4,317
shares
|
$565,267
0.03% of portfolio
|
Q4 2024
Added 27.87%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
4,300
shares
|
$563,042
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
4,215
shares
|
$551,912
0.05% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
4,186
shares
|
$548,114
0.01% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
4,163
shares
|
$545,103
0.01% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,123
shares
|
$539,865
0.05% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
4,044
shares
|
$529,521
0.02% of portfolio
|
Q2 2024
Reduced 5.6%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
4,026
shares
|
$527,164
0.02% of portfolio
|
Q3 2024
Reduced 35.9%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,005
shares
|
$524,414
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
4,000
shares
|
$523,760
0.14% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
4,000
shares
|
$523,760
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
3,978
shares
|
$520,879
0.03% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
3,920
shares
|
$513,284
0.04% of portfolio
|
Q4 2023
Added 17.22%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
3,888
shares
|
$509,094
0.09% of portfolio
|
Q2 2024
Reduced 0.36%
|