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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,087
shares
|
$273,271
0.01% of portfolio
|
Q3 2023
Reduced 7.91%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,069
shares
|
$270,914
0.04% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,068
shares
|
$270,783
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,060
shares
|
$269,736
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
2,055
shares
|
$269,081
0.02% of portfolio
|
Q3 2024
Added 53.59%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
2,054
shares
|
$268,950
0.03% of portfolio
|
Q2 2024
Reduced 63.34%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
2,053
shares
|
$268,819
0.03% of portfolio
|
Q2 2024
Added 6.1%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
2,053
shares
|
$268,819
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
2,051
shares
|
$268,557
0.0% of portfolio
|
Q4 2024
Added 10.03%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
2,046
shares
|
$267,903
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,044
shares
|
$267,641
0.01% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,039
shares
|
$266,986
0.02% of portfolio
|
Q2 2024
Reduced 16.3%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
2,036
shares
|
$266,593
0.02% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
2,032
shares
|
$266,070
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
2,026
shares
|
$265,284
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,025
shares
|
$265,153
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
2,000
shares
|
$261,880
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
2,000
shares
|
$261,880
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,994
shares
|
$261,094
0.01% of portfolio
|
Q2 2024
Reduced 13.57%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
1,992
shares
|
$260,832
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Sunesis Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
1,977
shares
|
$258,868
0.15% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,970
shares
|
$257,951
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,961
shares
|
$256,773
0.0% of portfolio
|
Q3 2024
Reduced 20.02%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
1,953
shares
|
$255,725
0.06% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
1,948
shares
|
$255,071
0.01% of portfolio
|
Q4 2023
New holding
|