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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
3,884
shares
|
$464,099
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
3,849
shares
|
$459,917
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
3,828
shares
|
$457,407
0.09% of portfolio
|
Q3 2023
Reduced 12.22%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,828
shares
|
$457,407
0.0% of portfolio
|
Q4 2022
Added 17.24%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
3,821
shares
|
$456,571
0.03% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
3,806
shares
|
$454,778
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
3,805
shares
|
$454,659
0.03% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
3,777
shares
|
$451,313
0.02% of portfolio
|
Q4 2024
Reduced 18.19%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
3,741
shares
|
$447,012
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
3,733
shares
|
$446,056
0.01% of portfolio
|
Q1 2025
Reduced 74.83%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,716
shares
|
$444,024
0.0% of portfolio
|
Q1 2025
Added 227.69%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
3,708
shares
|
$443,068
0.01% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
3,689
shares
|
$440,798
0.02% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
3,688
shares
|
$440,679
0.02% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
3,686
shares
|
$440,440
0.09% of portfolio
|
Q1 2025
Reduced 99.12%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
3,678
shares
|
$439,484
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,631
shares
|
$433,868
0.63% of portfolio
|
Q4 2023
Reduced 1.92%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
3,600
shares
|
$430,164
0.02% of portfolio
|
Q2 2023
Reduced 21.74%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
3,595
shares
|
$429,566
0.01% of portfolio
|
Q1 2025
Added 27.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
3,575
shares
|
$427,176
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,570
shares
|
$426,579
0.01% of portfolio
|
Q1 2025
Reduced 13.91%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
3,558
shares
|
$425,145
0.13% of portfolio
|
Q1 2025
Added 18.88%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,552
shares
|
$424,428
0.03% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
3,540
shares
|
$422,994
0.03% of portfolio
|
Q2 2023
Reduced 9.92%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
3,526
shares
|
$421,321
0.0% of portfolio
|
Q1 2025
Reduced 17.54%
|