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 |
|---|---|---|---|---|---|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
3,688
shares
|
$411,359
0.02% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,678
shares
|
$410,244
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
3,673
shares
|
$409,686
0.08% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
3,631
shares
|
$405,001
0.63% of portfolio
|
Q4 2023
Reduced 1.92%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3,629
shares
|
$404,778
0.01% of portfolio
|
Q4 2024
Added 46.63%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,600
shares
|
$401,544
0.02% of portfolio
|
Q2 2023
Reduced 21.74%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
3,575
shares
|
$398,755
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
3,558
shares
|
$396,859
0.13% of portfolio
|
Q1 2025
Added 18.88%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,552
shares
|
$396,190
0.03% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
3,540
shares
|
$394,851
0.03% of portfolio
|
Q2 2023
Reduced 9.92%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
3,515
shares
|
$392,063
0.06% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
3,508
shares
|
$391,282
0.01% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,499
shares
|
$390,278
0.08% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
3,498
shares
|
$390,166
0.07% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
3,487
shares
|
$388,939
0.01% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
3,486
shares
|
$388,828
0.03% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
3,481
shares
|
$388,270
0.11% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,454
shares
|
$385,259
0.01% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
3,430
shares
|
$382,582
0.08% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
3,420
shares
|
$381,466
0.06% of portfolio
|
Q2 2023
Added 0.74%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
3,404
shares
|
$379,682
0.01% of portfolio
|
Q4 2024
Reduced 18.23%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,392
shares
|
$378,343
0.02% of portfolio
|
Q2 2022
Reduced 2.72%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
3,385
shares
|
$377,562
0.18% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
3,380
shares
|
$377,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,345
shares
|
$373,101
0.15% of portfolio
|
Q3 2024
Added 0.3%
|