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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,293
shares
|
$167,676
0.04% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,248
shares
|
$161,840
0.01% of portfolio
|
Q3 2024
Added 131.97%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,230
shares
|
$159,506
0.03% of portfolio
|
Q2 2024
Reduced 34.5%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
1,230
shares
|
$159,506
0.0% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
1,215
shares
|
$157,561
0.08% of portfolio
|
Q4 2023
Reduced 18.89%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1,199
shares
|
$155,486
0.02% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,193
shares
|
$154,708
0.01% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
1,185
shares
|
$153,670
0.08% of portfolio
|
Q2 2021
Added 48.13%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,180
shares
|
$153,022
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,131
shares
|
$146,668
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,116
shares
|
$144,722
0.01% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
1,098
shares
|
$142,388
0.06% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,089
shares
|
$141,221
0.03% of portfolio
|
Q1 2024
Reduced 4.39%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
1,085
shares
|
$140,702
0.06% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,070
shares
|
$138,757
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
1,035
shares
|
$134,218
0.02% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
1,000
shares
|
$129,680
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
986
shares
|
$127,864
0.0% of portfolio
|
Q3 2022
Reduced 20.16%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
982
shares
|
$127,345
0.05% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
980
shares
|
$127,086
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
944
shares
|
$122,417
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
941
shares
|
$122,028
0.0% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
940
shares
|
$121,899
0.01% of portfolio
|
Q4 2023
Added 37.23%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
936
shares
|
$121,380
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
920
shares
|
$119,305
0.03% of portfolio
|
Q4 2023
Reduced 8.18%
|