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 |
|---|---|---|---|---|---|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
3,430
shares
|
$449,124
0.09% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
3,423
shares
|
$448,207
0.18% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
3,420
shares
|
$447,814
0.06% of portfolio
|
Q2 2023
Added 0.74%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
3,404
shares
|
$445,719
0.08% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,392
shares
|
$444,148
0.02% of portfolio
|
Q2 2022
Reduced 2.72%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,345
shares
|
$437,994
0.15% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
3,341
shares
|
$437,470
0.1% of portfolio
|
Q2 2024
Added 1798.3%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,326
shares
|
$435,506
0.15% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
3,319
shares
|
$434,589
0.01% of portfolio
|
Q3 2024
Reduced 44.55%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
3,316
shares
|
$434,197
0.02% of portfolio
|
Q2 2024
Added 15.5%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
3,299
shares
|
$431,971
0.05% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
3,285
shares
|
$430,137
0.03% of portfolio
|
Q2 2024
Reduced 4.64%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
3,280
shares
|
$429,483
0.01% of portfolio
|
Q4 2024
Added 76.63%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
3,264
shares
|
$427,388
0.04% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
3,263
shares
|
$427,257
0.03% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3,245
shares
|
$424,900
0.03% of portfolio
|
Q2 2024
Reduced 21.01%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
3,236
shares
|
$423,721
0.01% of portfolio
|
Q2 2024
Reduced 8.35%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
3,221
shares
|
$421,757
0.31% of portfolio
|
Q4 2022
Reduced 12.57%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,202
shares
|
$419,269
0.05% of portfolio
|
Q2 2023
Reduced 0.44%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
3,198
shares
|
$418,746
0.1% of portfolio
|
Q2 2022
Reduced 7.79%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
3,197
shares
|
$418,615
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
3,184
shares
|
$416,912
0.18% of portfolio
|
Q4 2023
Reduced 22.98%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
3,184
shares
|
$416,912
0.0% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
3,180
shares
|
$416,389
0.05% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,175
shares
|
$415,734
0.05% of portfolio
|
Q3 2024
Reduced 4.19%
|