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 |
|---|---|---|---|---|---|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,608
shares
|
$311,629
0.08% of portfolio
|
Q4 2023
Added 26.72%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
2,600
shares
|
$310,674
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
2,594
shares
|
$309,957
0.21% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
2,581
shares
|
$308,403
0.3% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
2,580
shares
|
$308,284
0.02% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
2,571
shares
|
$307,208
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
2,545
shares
|
$304,102
0.12% of portfolio
|
Q1 2025
Added 1771.32%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
2,542
shares
|
$303,743
0.0% of portfolio
|
Q1 2025
Reduced 24.57%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
2,515
shares
|
$300,517
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
2,500
shares
|
$298,725
0.06% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
2,496
shares
|
$298,247
0.02% of portfolio
|
Q1 2025
Added 45.96%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
2,489
shares
|
$297,410
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
2,478
shares
|
$296,096
0.02% of portfolio
|
Q3 2023
Added 2.23%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,468
shares
|
$294,901
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,451
shares
|
$292,869
0.04% of portfolio
|
Q4 2022
Reduced 1.61%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
2,439
shares
|
$291,436
0.1% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
2,431
shares
|
$290,480
0.0% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
2,412
shares
|
$288,209
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
2,406
shares
|
$287,492
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
2,405
shares
|
$287,373
0.04% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
2,404
shares
|
$287,253
0.01% of portfolio
|
Q1 2025
Added 40.67%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
2,398
shares
|
$286,537
0.18% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
2,398
shares
|
$286,537
0.02% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
2,380
shares
|
$284,386
0.01% of portfolio
|
Q1 2023
Reduced 0.87%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
2,365
shares
|
$282,593
0.12% of portfolio
|
Q1 2025
Added 6.77%
|