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 |
|---|---|---|---|---|---|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
4,881
shares
|
$583,230
0.32% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
4,833
shares
|
$577,495
0.06% of portfolio
|
Q1 2025
Added 34.21%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
4,830
shares
|
$577,136
0.09% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
4,822
shares
|
$576,180
0.09% of portfolio
|
Q3 2023
Reduced 14.41%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
4,780
shares
|
$571,162
0.32% of portfolio
|
Q2 2022
Added 0.76%
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
4,740
shares
|
$566,382
0.51% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
4,728
shares
|
$564,948
0.16% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
4,725
shares
|
$564,590
0.17% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
4,722
shares
|
$564,231
0.07% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
4,691
shares
|
$560,527
0.03% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,672
shares
|
$558,257
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
4,672
shares
|
$558,257
0.01% of portfolio
|
Q1 2025
Added 37.25%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,625
shares
|
$552,641
0.02% of portfolio
|
Q4 2023
Reduced 26.68%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,624
shares
|
$552,521
0.11% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
4,589
shares
|
$548,339
0.02% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
4,566
shares
|
$545,591
0.06% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
4,536
shares
|
$542,006
0.04% of portfolio
|
Q1 2025
Reduced 21.64%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
4,529
shares
|
$541,170
0.01% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
4,509
shares
|
$538,780
0.02% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
4,502
shares
|
$537,943
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
4,498
shares
|
$537,466
0.03% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
4,496
shares
|
$537,227
0.18% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,471
shares
|
$534,239
0.12% of portfolio
|
Q2 2024
Reduced 16.3%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,460
shares
|
$532,925
0.1% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
4,444
shares
|
$531,013
0.03% of portfolio
|
Q1 2025
Reduced 2.31%
|