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 822 institutions that hold shares in the stock, with a total of 40.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
743
shares
|
$97,288
0.01% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
725
shares
|
$94,931
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
704
shares
|
$92,181
0.01% of portfolio
|
Q3 2024
Added 138.64%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
690
shares
|
$90,348
0.01% of portfolio
|
Q1 2024
Added 16.95%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
676
shares
|
$88,515
0.0% of portfolio
|
Q4 2023
Reduced 76.41%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
675
shares
|
$88,384
0.04% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
669
shares
|
$87,598
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
668
shares
|
$87,467
0.06% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
667
shares
|
$87,336
0.01% of portfolio
|
Q2 2023
Added 0.45%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
663
shares
|
$86,813
0.01% of portfolio
|
Q3 2024
Added 135.94%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
660
shares
|
$86,420
0.01% of portfolio
|
Q2 2021
Reduced 2.37%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
656
shares
|
$85,896
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
651
shares
|
$85,241
0.0% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
623
shares
|
$81,575
0.01% of portfolio
|
Q3 2023
Reduced 10.36%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
605
shares
|
$79,218
0.0% of portfolio
|
Q4 2024
Reduced 33.44%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
600
shares
|
$78,564
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
600
shares
|
$78,564
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
590
shares
|
$77,254
0.0% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
581
shares
|
$76,076
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
567
shares
|
$74,242
0.0% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
566
shares
|
$74,112
0.04% of portfolio
|
Q2 2022
Reduced 94.31%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
553
shares
|
$72,409
0.0% of portfolio
|
Q1 2024
Reduced 61.08%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
548
shares
|
$71,755
0.01% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
546
shares
|
$71,493
0.0% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
544
shares
|
$71,231
0.02% of portfolio
|
Q3 2024
Added 0.18%
|