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 |
|---|---|---|---|---|---|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
1,945
shares
|
$254,678
0.1% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,940
shares
|
$254,023
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,940
shares
|
$254,023
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
1,940
shares
|
$254,023
0.01% of portfolio
|
Q3 2024
Reduced 18.83%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
1,925
shares
|
$252,059
0.02% of portfolio
|
Q4 2024
Reduced 99.19%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,921
shares
|
$251,535
0.02% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
1,919
shares
|
$251,273
0.0% of portfolio
|
Q3 2024
Reduced 70.53%
|
|
|
Allied Investment Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
1,909
shares
|
$249,964
0.05% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,888
shares
|
$247,214
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
1,873
shares
|
$245,250
0.05% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,872
shares
|
$245,119
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,869
shares
|
$244,726
0.0% of portfolio
|
Q3 2024
Added 921.31%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
1,864
shares
|
$244,072
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
1,860
shares
|
$243,548
0.11% of portfolio
|
Q2 2024
Added 5.68%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
1,857
shares
|
$243,155
0.02% of portfolio
|
Q2 2024
Reduced 11.4%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
1,850
shares
|
$242,239
0.03% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
1,846
shares
|
$241,715
0.2% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
1,826
shares
|
$239,096
0.11% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
1,825
shares
|
$238,965
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
1,825
shares
|
$238,965
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
1,814
shares
|
$237,525
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
1,803
shares
|
$236,084
0.02% of portfolio
|
Q3 2024
Reduced 69.15%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
1,800
shares
|
$235,692
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
1,800
shares
|
$235,692
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,799
shares
|
$235,561
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|