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 |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
4,431
shares
|
$529,460
0.05% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,428
shares
|
$529,101
0.14% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
4,363
shares
|
$521,334
0.02% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
4,354
shares
|
$520,259
0.02% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,350
shares
|
$519,781
0.14% of portfolio
|
Q2 2023
Added 548.29%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
4,344
shares
|
$519,064
0.18% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
4,329
shares
|
$517,272
0.06% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
4,306
shares
|
$514,523
0.03% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,279
shares
|
$511,297
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
4,265
shares
|
$509,624
0.02% of portfolio
|
Q1 2025
Reduced 26.43%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
4,256
shares
|
$508,549
0.04% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
4,216
shares
|
$503,769
0.05% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
4,215
shares
|
$503,650
0.25% of portfolio
|
Q1 2025
Reduced 63.52%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
4,208
shares
|
$502,813
0.01% of portfolio
|
Q1 2025
Reduced 16.64%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
4,205
shares
|
$502,455
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
4,182
shares
|
$499,707
0.01% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
4,135
shares
|
$494,091
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
4,123
shares
|
$492,657
0.04% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
4,005
shares
|
$478,557
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Wolff Financial Management LLC
|
Apr 24, 2025 Q1 2025 |
4,000
shares
|
$477,960
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
4,000
shares
|
$477,960
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
4,000
shares
|
$477,960
0.14% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,999
shares
|
$477,840
0.01% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
3,926
shares
|
$469,117
0.01% of portfolio
|
Q1 2025
Reduced 12.87%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
3,888
shares
|
$464,577
0.09% of portfolio
|
Q2 2024
Reduced 0.36%
|