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 |
|---|---|---|---|---|---|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
2,350
shares
|
$280,801
0.15% of portfolio
|
Q4 2024
Reduced 24.19%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
2,338
shares
|
$279,367
0.01% of portfolio
|
Q2 2024
Reduced 84.68%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
2,337
shares
|
$279,248
0.03% of portfolio
|
Q1 2024
Reduced 3.91%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Apr 15, 2025 Q1 2025 |
2,334
shares
|
$278,889
0.17% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,330
shares
|
$278,411
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,321
shares
|
$277,336
0.05% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
2,320
shares
|
$277,216
0.05% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
2,316
shares
|
$276,738
0.02% of portfolio
|
Q1 2025
Added 28.45%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
2,312
shares
|
$276,260
0.03% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,299
shares
|
$274,707
0.02% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
2,281
shares
|
$272,556
0.22% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
2,275
shares
|
$271,839
0.1% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,264
shares
|
$270,525
0.23% of portfolio
|
Q1 2023
Added 76.6%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Apr 30, 2025 Q1 2025 |
2,258
shares
|
$269,808
0.31% of portfolio
|
Q4 2021
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
2,253
shares
|
$269,210
0.22% of portfolio
|
Q1 2025
Reduced 59.39%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
2,245
shares
|
$268,255
0.02% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
2,237
shares
|
$267,299
0.14% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,228
shares
|
$266,223
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
2,225
shares
|
$265,865
0.03% of portfolio
|
Q1 2025
Added 12.66%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
2,218
shares
|
$265,028
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
2,207
shares
|
$263,714
0.06% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,204
shares
|
$263,355
0.14% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
2,195
shares
|
$262,280
0.14% of portfolio
|
Q1 2025
Reduced 68.64%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,180
shares
|
$260,488
0.02% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
2,170
shares
|
$259,293
0.01% of portfolio
|
Q1 2025
Reduced 4.15%
|