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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,847
shares
|
$340,188
0.02% of portfolio
|
Q2 2023
Reduced 7.2%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,843
shares
|
$339,710
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
2,816
shares
|
$336,483
0.03% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
2,800
shares
|
$334,572
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
2,787
shares
|
$333,018
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
2,778
shares
|
$331,943
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
2,761
shares
|
$329,911
0.21% of portfolio
|
Q1 2023
Reduced 5.25%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
2,759
shares
|
$329,672
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
2,750
shares
|
$328,597
0.05% of portfolio
|
Q3 2024
Reduced 12.25%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
2,740
shares
|
$327,402
0.03% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
2,730
shares
|
$326,207
0.02% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,727
shares
|
$325,849
0.06% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
2,727
shares
|
$325,849
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
2,710
shares
|
$323,817
0.09% of portfolio
|
Q4 2024
Reduced 18.89%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
2,692
shares
|
$321,667
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,686
shares
|
$320,950
0.01% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,684
shares
|
$320,711
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
2,679
shares
|
$320,113
0.06% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Advisors Management Group Inc
|
Apr 25, 2025 Q1 2025 |
2,670
shares
|
$319,038
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
2,651
shares
|
$316,767
0.11% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
2,644
shares
|
$315,931
0.19% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
2,636
shares
|
$314,975
0.01% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
2,635
shares
|
$314,856
0.0% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,623
shares
|
$313,422
0.05% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
2,617
shares
|
$312,705
0.01% of portfolio
|
Q1 2025
New holding
|