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 |
|---|---|---|---|---|---|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
3,198
shares
|
$382,129
0.1% of portfolio
|
Q2 2022
Reduced 7.79%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
3,184
shares
|
$380,456
0.17% of portfolio
|
Q4 2023
Reduced 22.98%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,183
shares
|
$380,336
0.02% of portfolio
|
Q4 2024
Added 439.49%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
3,183
shares
|
$380,336
0.03% of portfolio
|
Q1 2025
Reduced 73.07%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
3,177
shares
|
$379,619
0.04% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
3,176
shares
|
$379,500
0.05% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
3,174
shares
|
$379,261
0.06% of portfolio
|
Q2 2022
Reduced 59.23%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
3,165
shares
|
$378,185
0.04% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
3,066
shares
|
$366,356
0.03% of portfolio
|
Q1 2025
Reduced 74.89%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
3,064
shares
|
$366,117
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
3,045
shares
|
$363,847
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
3,044
shares
|
$363,727
0.04% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
3,043
shares
|
$363,608
0.05% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,019
shares
|
$360,740
0.0% of portfolio
|
Q2 2022
Reduced 1.39%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,000
shares
|
$358,470
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
2,999
shares
|
$358,350
0.05% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
2,979
shares
|
$355,960
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
2,969
shares
|
$354,765
0.01% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
2,922
shares
|
$349,149
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
2,910
shares
|
$347,715
0.0% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
2,907
shares
|
$347,357
0.17% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
2,887
shares
|
$344,967
0.09% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,877
shares
|
$343,772
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
2,872
shares
|
$343,175
0.04% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
2,870
shares
|
$342,936
0.04% of portfolio
|
Q4 2024
New holding
|