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 837 institutions that hold shares in the stock, with a total of 41 Million shares, which have been reported (via 13F filing form) to have a value of $5.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
1,850
shares
|
$239,908
0.03% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
1,846
shares
|
$239,389
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
|
$236,795
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
|
$236,666
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,819
shares
|
$235,887
0.03% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
1,814
shares
|
$235,239
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
1,803
shares
|
$233,813
0.02% of portfolio
|
Q3 2024
Reduced 69.15%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
1,800
shares
|
$233,424
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
1,800
shares
|
$233,424
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,799
shares
|
$233,294
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
1,794
shares
|
$232,645
0.29% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,787
shares
|
$231,738
0.01% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,778
shares
|
$230,571
0.01% of portfolio
|
Q2 2024
Added 4.59%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
1,772
shares
|
$229,792
0.1% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,770
shares
|
$229,533
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
1,757
shares
|
$227,847
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
1,737
shares
|
$225,254
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
1,732
shares
|
$224,605
0.18% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
1,728
shares
|
$224,087
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
1,724
shares
|
$223,568
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
1,723
shares
|
$223,438
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,723
shares
|
$223,438
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,712
shares
|
$222,012
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
1,710
shares
|
$221,752
0.01% of portfolio
|
Q4 2024
Added 4.14%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
1,709
shares
|
$221,623
0.02% of portfolio
|
Q4 2024
New holding
|