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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
4,182
shares
|
$466,460
0.01% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,147
shares
|
$462,556
0.02% of portfolio
|
Q4 2024
Reduced 25.56%
|
|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
4,135
shares
|
$461,217
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,123
shares
|
$459,879
0.05% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
4,032
shares
|
$449,729
0.0% of portfolio
|
Q4 2024
Added 611.11%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
4,005
shares
|
$446,717
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
4,000
shares
|
$446,160
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
4,000
shares
|
$446,160
0.14% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
4,000
shares
|
$446,160
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,999
shares
|
$446,048
0.01% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
3,949
shares
|
$440,471
0.02% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
3,888
shares
|
$433,667
0.09% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
3,884
shares
|
$433,221
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
3,849
shares
|
$429,317
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
3,839
shares
|
$428,202
0.03% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
3,828
shares
|
$426,975
0.09% of portfolio
|
Q3 2023
Reduced 12.22%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,828
shares
|
$426,975
0.0% of portfolio
|
Q4 2022
Added 17.24%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
3,806
shares
|
$424,521
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
3,805
shares
|
$424,409
0.03% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,782
shares
|
$421,844
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
3,777
shares
|
$421,286
0.02% of portfolio
|
Q4 2024
Reduced 18.19%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
3,752
shares
|
$418,498
0.03% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
3,741
shares
|
$417,271
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
3,708
shares
|
$413,590
0.01% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
3,693
shares
|
$411,917
0.01% of portfolio
|
Q4 2024
Reduced 11.78%
|