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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,475
shares
|
$324,076
0.01% of portfolio
|
Q3 2024
Reduced 71.63%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,468
shares
|
$323,159
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,451
shares
|
$320,933
0.04% of portfolio
|
Q4 2022
Reduced 1.61%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
2,439
shares
|
$319,362
0.0% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
2,435
shares
|
$318,838
0.18% of portfolio
|
Q3 2024
Added 16.34%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
2,427
shares
|
$317,791
0.21% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
2,420
shares
|
$316,874
0.01% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
2,412
shares
|
$315,827
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
2,405
shares
|
$314,910
0.04% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
2,380
shares
|
$311,637
0.01% of portfolio
|
Q1 2023
Reduced 0.87%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,374
shares
|
$310,851
0.05% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
2,371
shares
|
$310,458
0.01% of portfolio
|
Q3 2024
Reduced 25.46%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
2,361
shares
|
$309,149
0.02% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,338
shares
|
$306,137
0.01% of portfolio
|
Q2 2024
Reduced 84.68%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
2,337
shares
|
$306,006
0.03% of portfolio
|
Q1 2024
Reduced 3.91%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,330
shares
|
$305,090
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,329
shares
|
$304,959
0.03% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,321
shares
|
$303,911
0.05% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
2,320
shares
|
$303,780
0.05% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
2,312
shares
|
$302,733
0.04% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
2,305
shares
|
$301,816
0.0% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
2,299
shares
|
$301,031
0.0% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,264
shares
|
$296,448
0.23% of portfolio
|
Q1 2023
Added 76.6%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 07, 2023 Q3 2023 |
2,258
shares
|
$295,662
0.27% of portfolio
|
Q4 2021
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,245
shares
|
$293,960
0.02% of portfolio
|
Q4 2022
Added 0.27%
|