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 903 institutions that hold shares in the stock, with a total of 43.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
1,887
shares
|
$225,477
0.05% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
1,883
shares
|
$224,999
0.01% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,880
shares
|
$224,641
0.04% of portfolio
|
Q4 2024
Reduced 10.05%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
1,874
shares
|
$223,924
0.05% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
1,870
shares
|
$223,446
0.01% of portfolio
|
Q1 2025
Reduced 62.02%
|
|
|
Aufman Associates Inc
Sewickley, PA |
May 14, 2025 Q1 2025 |
1,864
shares
|
$222,729
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
1,860
shares
|
$222,251
0.11% of portfolio
|
Q2 2024
Added 5.68%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
1,857
shares
|
$221,892
0.01% of portfolio
|
Q2 2024
Reduced 11.4%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
1,849
shares
|
$220,937
0.19% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,841
shares
|
$219,981
0.01% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
1,840
shares
|
$219,861
0.0% of portfolio
|
Q1 2025
Reduced 24.56%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,819
shares
|
$217,352
0.03% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
1,814
shares
|
$216,754
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
1,801
shares
|
$215,201
0.33% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
1,800
shares
|
$215,082
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
1,800
shares
|
$215,082
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Buttonwood Financial Advisors Inc.
|
Apr 25, 2025 Q1 2025 |
1,787
shares
|
$213,528
0.1% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
1,787
shares
|
$213,528
0.01% of portfolio
|
Q1 2025
Reduced 92.96%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
1,779
shares
|
$212,572
0.13% of portfolio
|
Q1 2025
Reduced 93.38%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
1,775
shares
|
$212,094
0.02% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,775
shares
|
$212,094
0.0% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
1,770
shares
|
$211,497
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
1,764
shares
|
$210,780
0.1% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
1,751
shares
|
$209,226
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
1,737
shares
|
$207,554
0.03% of portfolio
|
Q3 2024
New holding
|