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 837 institutions that hold shares in the stock, with a total of 41 Million shares, which have been reported (via 13F filing form) to have a value of $5.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,329
shares
|
$302,024
0.03% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,321
shares
|
$300,987
0.05% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
2,320
shares
|
$300,857
0.05% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
2,312
shares
|
$299,820
0.04% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
2,299
shares
|
$298,134
0.0% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,267
shares
|
$293,984
0.04% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
2,264
shares
|
$293,595
0.01% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,264
shares
|
$293,595
0.23% of portfolio
|
Q1 2023
Added 76.6%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
2,258
shares
|
$292,817
0.29% of portfolio
|
Q4 2021
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
2,246
shares
|
$291,261
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,245
shares
|
$291,131
0.02% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
2,236
shares
|
$289,964
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
2,229
shares
|
$289,056
0.14% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
2,218
shares
|
$287,630
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,218
shares
|
$287,630
0.04% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
2,215
shares
|
$287,241
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
2,207
shares
|
$286,203
0.08% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,204
shares
|
$285,814
0.14% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,195
shares
|
$284,647
0.01% of portfolio
|
Q3 2024
Reduced 56.83%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
2,160
shares
|
$280,108
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
2,151
shares
|
$278,941
0.17% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
2,150
shares
|
$278,812
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,149
shares
|
$278,682
0.06% of portfolio
|
Q1 2024
Added 15.41%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
2,146
shares
|
$278,293
0.13% of portfolio
|
Q2 2023
Reduced 11.69%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
2,142
shares
|
$277,774
0.0% of portfolio
|
Q3 2024
Added 2.98%
|