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 897 institutions that hold shares in the stock, with a total of 42.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
1,975
shares
|
$225,308
0.03% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
1,974
shares
|
$225,193
0.01% of portfolio
|
Q4 2024
Reduced 26.78%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
1,970
shares
|
$224,737
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,953
shares
|
$222,798
0.06% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,940
shares
|
$221,315
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
1,938
shares
|
$221,087
0.01% of portfolio
|
Q4 2024
Reduced 40.11%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
1,934
shares
|
$220,630
0.04% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
1,927
shares
|
$219,832
0.02% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,912
shares
|
$218,120
0.0% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
1,910
shares
|
$217,892
0.0% of portfolio
|
Q1 2025
Reduced 14.96%
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
1,909
shares
|
$217,778
0.04% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
1,902
shares
|
$216,980
0.05% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
1,882
shares
|
$214,698
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,880
shares
|
$214,470
0.04% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
1,874
shares
|
$213,785
0.05% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,873
shares
|
$213,671
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
1,870
shares
|
$213,329
0.01% of portfolio
|
Q1 2025
Reduced 62.02%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
1,864
shares
|
$212,645
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
1,860
shares
|
$212,188
0.12% of portfolio
|
Q2 2024
Added 5.68%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
1,857
shares
|
$211,846
0.01% of portfolio
|
Q2 2024
Reduced 11.4%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
1,849
shares
|
$210,933
0.19% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,841
shares
|
$210,021
0.01% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,819
shares
|
$207,511
0.03% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
1,814
shares
|
$206,941
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,806
shares
|
$206,028
0.0% of portfolio
|
Q4 2024
Added 0.39%
|