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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
4,573
shares
|
$510,072
0.02% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
4,549
shares
|
$507,395
0.03% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
4,547
shares
|
$507,172
0.02% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
4,506
shares
|
$502,599
0.01% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
4,502
shares
|
$502,153
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
4,496
shares
|
$501,483
0.18% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
4,481
shares
|
$499,810
0.03% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,472
shares
|
$498,806
0.06% of portfolio
|
Q4 2024
Added 92.01%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,471
shares
|
$498,695
0.12% of portfolio
|
Q2 2024
Reduced 16.3%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
4,470
shares
|
$498,583
0.02% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
4,461
shares
|
$497,579
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,460
shares
|
$497,468
0.1% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
4,431
shares
|
$494,233
0.05% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
4,430
shares
|
$494,122
0.2% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,428
shares
|
$493,899
0.14% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,350
shares
|
$485,199
0.14% of portfolio
|
Q2 2023
Added 548.29%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
4,342
shares
|
$484,306
0.04% of portfolio
|
Q4 2024
Reduced 31.4%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
4,329
shares
|
$482,856
0.06% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
4,325
shares
|
$482,410
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
4,317
shares
|
$481,518
0.03% of portfolio
|
Q4 2024
Added 27.87%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,276
shares
|
$476,945
0.0% of portfolio
|
Q4 2024
Added 107.57%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
4,265
shares
|
$475,718
0.02% of portfolio
|
Q1 2025
Reduced 26.43%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
4,256
shares
|
$474,714
0.05% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
4,216
shares
|
$470,252
0.05% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
4,205
shares
|
$469,025
0.57% of portfolio
|
Q4 2024
New holding
|