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 |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,019
shares
|
$336,739
0.0% of portfolio
|
Q2 2022
Reduced 1.39%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,000
shares
|
$334,620
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
2,999
shares
|
$334,508
0.05% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
2,979
shares
|
$332,277
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
2,969
shares
|
$331,162
0.22% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,922
shares
|
$325,919
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
2,907
shares
|
$324,246
0.17% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
2,900
shares
|
$323,466
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
2,887
shares
|
$322,015
0.09% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,877
shares
|
$320,900
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
2,872
shares
|
$320,342
0.04% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
2,870
shares
|
$320,119
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,847
shares
|
$317,554
0.02% of portfolio
|
Q2 2023
Reduced 7.2%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,842
shares
|
$316,996
0.03% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,825
shares
|
$315,100
0.0% of portfolio
|
Q2 2024
Reduced 12.54%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
2,801
shares
|
$312,423
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
2,800
shares
|
$312,312
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
2,799
shares
|
$312,200
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
2,795
shares
|
$311,754
0.0% of portfolio
|
Q4 2024
Added 49.55%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,790
shares
|
$311,196
0.02% of portfolio
|
Q1 2024
Added 2.95%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
2,789
shares
|
$311,085
0.0% of portfolio
|
Q3 2024
Reduced 47.5%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
2,774
shares
|
$309,411
0.02% of portfolio
|
Q4 2024
Reduced 28.62%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
2,761
shares
|
$307,961
0.21% of portfolio
|
Q1 2023
Reduced 5.25%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
2,759
shares
|
$307,738
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
2,756
shares
|
$307,404
0.0% of portfolio
|
Q4 2024
Added 11.04%
|