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 |
|---|---|---|---|---|---|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
3,174
shares
|
$415,603
0.06% of portfolio
|
Q2 2022
Reduced 59.23%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
3,172
shares
|
$415,341
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
3,162
shares
|
$414,032
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,126
shares
|
$409,318
0.04% of portfolio
|
Q4 2024
Reduced 66.59%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
3,121
shares
|
$408,663
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
3,100
shares
|
$405,914
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
3,091
shares
|
$404,735
0.06% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
3,072
shares
|
$402,247
0.03% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
3,050
shares
|
$399,367
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
3,028
shares
|
$396,486
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,019
shares
|
$395,307
0.0% of portfolio
|
Q2 2022
Reduced 1.39%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,000
shares
|
$392,820
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,999
shares
|
$392,689
0.05% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
2,978
shares
|
$389,939
0.05% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
2,964
shares
|
$388,106
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
2,961
shares
|
$387,713
0.13% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
2,938
shares
|
$384,701
0.19% of portfolio
|
Q4 2023
Reduced 44.13%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
2,922
shares
|
$382,606
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
2,894
shares
|
$378,940
0.1% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
2,872
shares
|
$376,059
0.04% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
2,870
shares
|
$375,797
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
2,850
shares
|
$373,179
0.07% of portfolio
|
Q1 2024
Reduced 12.04%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,847
shares
|
$372,786
0.02% of portfolio
|
Q2 2023
Reduced 7.2%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,841
shares
|
$372,000
0.04% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,825
shares
|
$369,905
0.01% of portfolio
|
Q2 2024
Reduced 12.54%
|