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 |
|---|---|---|---|---|---|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
2,789
shares
|
$365,191
0.0% of portfolio
|
Q3 2024
Reduced 47.5%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
2,786
shares
|
$364,798
0.07% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
2,761
shares
|
$361,525
0.21% of portfolio
|
Q1 2023
Reduced 5.25%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
2,758
shares
|
$361,132
0.02% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
2,750
shares
|
$360,085
0.05% of portfolio
|
Q3 2024
Reduced 12.25%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
2,704
shares
|
$354,061
0.0% of portfolio
|
Q3 2024
Added 14.04%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
2,696
shares
|
$353,014
0.02% of portfolio
|
Q3 2024
Reduced 11.92%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
2,690
shares
|
$352,228
0.02% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
2,670
shares
|
$349,609
0.08% of portfolio
|
Q4 2020
New holding
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
2,665
shares
|
$348,955
0.12% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,651
shares
|
$347,121
0.07% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,644
shares
|
$346,205
0.01% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
2,635
shares
|
$345,026
0.0% of portfolio
|
Q3 2024
Reduced 30.51%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
2,635
shares
|
$345,026
0.0% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
2,628
shares
|
$344,110
0.13% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,608
shares
|
$341,491
0.08% of portfolio
|
Q4 2023
Added 26.72%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
2,600
shares
|
$340,444
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
2,571
shares
|
$336,646
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
2,571
shares
|
$336,646
0.29% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
2,570
shares
|
$336,515
0.16% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
2,556
shares
|
$334,682
0.08% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
2,549
shares
|
$333,766
0.01% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
2,540
shares
|
$332,587
0.02% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
2,482
shares
|
$324,993
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
2,478
shares
|
$324,469
0.02% of portfolio
|
Q3 2023
Added 2.23%
|