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 |
|---|---|---|---|---|---|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
1,737
shares
|
$207,554
0.09% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
1,736
shares
|
$207,434
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,732
shares
|
$206,956
0.11% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Swp Financial LLC
San Diego, CA |
May 02, 2025 Q1 2025 |
1,728
shares
|
$206,478
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
1,728
shares
|
$206,478
0.01% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
1,724
shares
|
$206,000
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,723
shares
|
$205,881
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,707
shares
|
$203,969
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
1,690
shares
|
$201,938
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,689
shares
|
$201,818
0.04% of portfolio
|
Q1 2025
Reduced 28.85%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
1,685
shares
|
$201,340
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
1,682
shares
|
$200,982
0.01% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,681
shares
|
$200,862
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
|
$200,265
0.1% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
1,674
shares
|
$200,026
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,673
shares
|
$199,906
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
1,670
shares
|
$199,548
0.01% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,613
shares
|
$192,737
0.01% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,538
shares
|
$183,775
0.0% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,524
shares
|
$182,102
0.04% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
1,496
shares
|
$178,757
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
1,495
shares
|
$178,637
0.0% of portfolio
|
Q1 2025
Reduced 24.38%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
1,454
shares
|
$173,738
0.03% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
1,440
shares
|
$172,065
0.11% of portfolio
|
Q1 2022
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,422
shares
|
$169,914
0.01% of portfolio
|
Q3 2021
Added 66.51%
|