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 |
|---|---|---|---|---|---|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,620
shares
|
$212,122
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
1,618
shares
|
$211,860
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
1,618
shares
|
$211,860
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,553
shares
|
$203,349
0.16% of portfolio
|
Q3 2024
Reduced 90.27%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
1,496
shares
|
$195,886
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,483
shares
|
$194,184
0.04% of portfolio
|
Q3 2023
Reduced 29.11%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
1,454
shares
|
$190,386
0.03% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,446
shares
|
$189,339
0.01% of portfolio
|
Q3 2024
Added 275.58%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
1,440
shares
|
$188,553
0.11% of portfolio
|
Q1 2022
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,422
shares
|
$186,196
0.01% of portfolio
|
Q3 2021
Added 66.51%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,415
shares
|
$185,280
0.0% of portfolio
|
Q3 2024
Reduced 99.72%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
1,405
shares
|
$183,970
0.07% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,367
shares
|
$178,994
0.0% of portfolio
|
Q1 2024
Reduced 10.01%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
1,352
shares
|
$177,030
0.01% of portfolio
|
Q2 2024
Added 56.84%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
1,342
shares
|
$175,721
0.17% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,329
shares
|
$174,019
0.0% of portfolio
|
Q1 2024
Added 3.5%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,305
shares
|
$170,876
0.02% of portfolio
|
Q4 2023
Reduced 22.55%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,293
shares
|
$169,305
0.04% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
1,248
shares
|
$163,413
0.01% of portfolio
|
Q3 2024
Added 131.97%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
1,230
shares
|
$161,056
0.0% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,230
shares
|
$161,056
0.03% of portfolio
|
Q2 2024
Reduced 34.5%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
1,215
shares
|
$159,092
0.08% of portfolio
|
Q4 2023
Reduced 18.89%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1,198
shares
|
$156,866
0.02% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,193
shares
|
$156,211
0.01% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
1,185
shares
|
$155,163
0.08% of portfolio
|
Q2 2021
Added 48.13%
|