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 |
|---|---|---|---|---|---|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
2,167
shares
|
$258,934
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Enzi Wealth
Austin, TX |
Apr 25, 2025 Q1 2025 |
2,160
shares
|
$258,098
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
2,151
shares
|
$257,022
0.16% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
2,150
shares
|
$256,903
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,149
shares
|
$256,784
0.05% of portfolio
|
Q1 2024
Added 15.41%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
2,148
shares
|
$256,664
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
2,146
shares
|
$256,425
0.0% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
2,146
shares
|
$256,425
0.13% of portfolio
|
Q2 2023
Reduced 11.69%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
2,139
shares
|
$255,589
0.07% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
2,127
shares
|
$254,155
0.02% of portfolio
|
Q1 2025
Reduced 44.59%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
2,126
shares
|
$254,035
0.0% of portfolio
|
Q1 2025
Reduced 68.22%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
2,125
shares
|
$253,916
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,116
shares
|
$252,840
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
May 08, 2025 Q1 2025 |
2,112
shares
|
$252,362
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
May 13, 2025 Q1 2025 |
2,098
shares
|
$250,690
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
2,097
shares
|
$250,570
0.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,093
shares
|
$250,092
0.01% of portfolio
|
Q1 2025
Added 17.06%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
2,087
shares
|
$249,375
0.01% of portfolio
|
Q1 2025
Added 28.99%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,070
shares
|
$247,344
0.03% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
2,068
shares
|
$247,105
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
2,061
shares
|
$246,268
0.08% of portfolio
|
Q4 2024
Reduced 92.42%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
2,055
shares
|
$245,551
0.02% of portfolio
|
Q3 2024
Added 53.59%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
2,054
shares
|
$245,432
0.0% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
2,054
shares
|
$245,432
0.03% of portfolio
|
Q1 2025
Reduced 22.23%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
2,053
shares
|
$245,312
0.1% of portfolio
|
Q1 2024
New holding
|