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 |
|---|---|---|---|---|---|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
3,329
shares
|
$371,316
0.03% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
3,327
shares
|
$371,093
0.0% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
3,316
shares
|
$369,866
0.02% of portfolio
|
Q2 2024
Added 15.5%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
3,311
shares
|
$369,308
0.18% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
3,285
shares
|
$366,408
0.03% of portfolio
|
Q2 2024
Reduced 4.64%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
3,271
shares
|
$364,847
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
3,264
shares
|
$364,066
0.04% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
3,263
shares
|
$363,955
0.03% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
3,245
shares
|
$361,947
0.03% of portfolio
|
Q2 2024
Reduced 21.01%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
3,221
shares
|
$359,270
0.31% of portfolio
|
Q4 2022
Reduced 12.57%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,202
shares
|
$357,151
0.05% of portfolio
|
Q2 2023
Reduced 0.44%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
3,198
shares
|
$356,704
0.1% of portfolio
|
Q2 2022
Reduced 7.79%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
3,184
shares
|
$355,143
0.17% of portfolio
|
Q4 2023
Reduced 22.98%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
3,184
shares
|
$355,143
0.0% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
3,183
shares
|
$355,031
0.02% of portfolio
|
Q4 2024
Added 439.49%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,176
shares
|
$354,251
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
3,176
shares
|
$354,251
0.05% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
3,174
shares
|
$354,027
0.06% of portfolio
|
Q2 2022
Reduced 59.23%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
3,164
shares
|
$352,912
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,141
shares
|
$350,347
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,126
shares
|
$348,674
0.04% of portfolio
|
Q4 2024
Reduced 66.59%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
3,064
shares
|
$341,758
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
3,050
shares
|
$340,197
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
3,045
shares
|
$339,639
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
3,043
shares
|
$339,416
0.05% of portfolio
|
Q4 2024
Added 2.18%
|