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 |
|---|---|---|---|---|---|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
5,126
shares
|
$571,754
0.02% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
5,048
shares
|
$563,053
0.01% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
5,042
shares
|
$562,384
0.33% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,031
shares
|
$561,157
0.02% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
4,924
shares
|
$549,222
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
4,915
shares
|
$548,219
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
4,910
shares
|
$547,661
0.01% of portfolio
|
Q4 2024
Added 42.86%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Feb 10, 2025 Q4 2024 |
4,891
shares
|
$545,542
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
4,881
shares
|
$544,426
0.32% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
4,856
shares
|
$541,638
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
4,833
shares
|
$539,072
0.06% of portfolio
|
Q1 2025
Added 34.21%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
4,830
shares
|
$538,738
0.09% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
4,822
shares
|
$537,845
0.1% of portfolio
|
Q3 2023
Reduced 14.41%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
4,819
shares
|
$537,511
0.02% of portfolio
|
Q4 2024
Added 19.7%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
4,780
shares
|
$533,161
0.32% of portfolio
|
Q2 2022
Added 0.76%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,766
shares
|
$531,599
0.03% of portfolio
|
Q4 2024
Added 69.85%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
4,725
shares
|
$527,026
0.19% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
4,709
shares
|
$525,241
0.07% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
4,678
shares
|
$521,784
0.15% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,672
shares
|
$521,114
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
4,666
shares
|
$520,445
0.62% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
4,659
shares
|
$519,664
0.07% of portfolio
|
Q4 2024
Added 41.22%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,625
shares
|
$515,872
0.02% of portfolio
|
Q4 2023
Reduced 26.68%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,624
shares
|
$515,760
0.11% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
4,589
shares
|
$511,857
0.02% of portfolio
|
Q1 2025
Reduced 1.61%
|