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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
1,803
shares
|
$205,686
0.02% of portfolio
|
Q3 2024
Reduced 69.15%
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
1,801
shares
|
$205,458
0.33% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
1,800
shares
|
$205,344
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
1,800
shares
|
$205,344
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,788
shares
|
$203,975
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Buttonwood Financial Advisors Inc.
|
Apr 25, 2025 Q1 2025 |
1,787
shares
|
$203,860
0.1% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,778
shares
|
$202,834
0.01% of portfolio
|
Q2 2024
Added 4.59%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,775
shares
|
$202,492
0.0% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 21, 2025 Q4 2024 |
1,775
shares
|
$202,492
0.02% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
1,770
shares
|
$201,921
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
1,759
shares
|
$200,666
0.1% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
1,737
shares
|
$198,156
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
1,736
shares
|
$198,042
0.1% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,732
shares
|
$197,586
0.11% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
1,728
shares
|
$197,130
0.01% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
1,728
shares
|
$197,130
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
1,724
shares
|
$196,673
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,723
shares
|
$196,559
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,707
shares
|
$194,734
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
1,690
shares
|
$192,795
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
1,685
shares
|
$192,224
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
1,684
shares
|
$192,110
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
1,682
shares
|
$191,882
0.01% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,681
shares
|
$191,768
0.02% of portfolio
|
Q1 2025
Added 168000.0%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
1,676
shares
|
$191,198
0.1% of portfolio
|
Q1 2025
Reduced 8.21%
|