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 |
|---|---|---|---|---|---|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
3,886
shares
|
$508,832
0.08% of portfolio
|
Q3 2024
Added 28.0%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
3,849
shares
|
$503,988
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
3,828
shares
|
$501,238
0.1% of portfolio
|
Q3 2023
Reduced 12.22%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,828
shares
|
$501,238
0.0% of portfolio
|
Q4 2022
Added 17.24%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
3,806
shares
|
$498,357
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
3,805
shares
|
$498,226
0.03% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
3,756
shares
|
$491,810
0.01% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
3,754
shares
|
$491,548
0.05% of portfolio
|
Q3 2024
Reduced 17.48%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,743
shares
|
$490,108
0.03% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
3,741
shares
|
$489,846
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
3,706
shares
|
$485,263
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,692
shares
|
$483,430
0.01% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
3,654
shares
|
$478,454
0.08% of portfolio
|
Q3 2024
Reduced 99.07%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
3,631
shares
|
$475,443
0.02% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,631
shares
|
$475,443
0.63% of portfolio
|
Q4 2023
Reduced 1.92%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
3,605
shares
|
$472,038
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3,601
shares
|
$471,514
0.05% of portfolio
|
Q4 2023
Reduced 17.18%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,600
shares
|
$471,384
0.02% of portfolio
|
Q2 2023
Reduced 21.74%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
3,578
shares
|
$468,503
0.01% of portfolio
|
Q3 2024
Added 86.94%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
3,540
shares
|
$463,527
0.03% of portfolio
|
Q2 2023
Reduced 9.92%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
3,527
shares
|
$461,825
0.02% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
3,502
shares
|
$458,551
0.06% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,499
shares
|
$458,159
0.08% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
3,481
shares
|
$455,802
0.1% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,437
shares
|
$450,040
0.01% of portfolio
|
Q3 2024
Reduced 29.03%
|