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 |
|---|---|---|---|---|---|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
3,515
shares
|
$420,007
0.06% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
3,501
shares
|
$418,334
0.02% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,499
shares
|
$418,095
0.08% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
3,498
shares
|
$417,976
0.07% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
3,487
shares
|
$416,661
0.01% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
3,483
shares
|
$416,183
0.38% of portfolio
|
Q1 2025
Added 14.2%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
3,481
shares
|
$415,944
0.1% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
3,475
shares
|
$415,227
0.01% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,454
shares
|
$412,718
0.01% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
3,433
shares
|
$410,209
0.04% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
3,430
shares
|
$409,850
0.08% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
3,426
shares
|
$409,372
0.0% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
3,420
shares
|
$408,655
0.06% of portfolio
|
Q2 2023
Added 0.74%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
3,392
shares
|
$405,310
0.02% of portfolio
|
Q2 2022
Reduced 2.72%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
3,385
shares
|
$404,473
0.18% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,369
shares
|
$402,561
0.0% of portfolio
|
Q1 2025
Added 20.54%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,362
shares
|
$401,725
0.01% of portfolio
|
Q1 2025
Reduced 26.06%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,345
shares
|
$399,694
0.15% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
3,329
shares
|
$397,782
0.03% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
3,316
shares
|
$396,228
0.02% of portfolio
|
Q2 2024
Added 15.5%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
3,311
shares
|
$395,631
0.17% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
3,305
shares
|
$394,914
0.0% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
3,263
shares
|
$389,895
0.03% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
3,221
shares
|
$384,877
0.31% of portfolio
|
Q4 2022
Reduced 12.57%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,202
shares
|
$382,606
0.05% of portfolio
|
Q2 2023
Reduced 0.44%
|