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 |
|---|---|---|---|---|---|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
1,674
shares
|
$190,969
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
1,670
shares
|
$190,513
0.01% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,642
shares
|
$187,319
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
1,638
shares
|
$186,863
0.09% of portfolio
|
Q4 2024
Reduced 68.85%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,620
shares
|
$184,809
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
1,618
shares
|
$184,581
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
1,613
shares
|
$184,011
0.01% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
1,612
shares
|
$183,896
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
1,584
shares
|
$180,702
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,532
shares
|
$174,770
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
1,496
shares
|
$170,663
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,483
shares
|
$169,180
0.04% of portfolio
|
Q3 2023
Reduced 29.11%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
1,456
shares
|
$166,100
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
1,454
shares
|
$165,872
0.03% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
1,440
shares
|
$164,275
0.11% of portfolio
|
Q1 2022
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
1,422
shares
|
$162,221
0.01% of portfolio
|
Q3 2021
Added 66.51%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
1,412
shares
|
$161,080
0.07% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
1,390
shares
|
$158,571
0.09% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,367
shares
|
$155,947
0.0% of portfolio
|
Q1 2024
Reduced 10.01%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
1,352
shares
|
$154,236
0.01% of portfolio
|
Q2 2024
Added 56.84%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,329
shares
|
$151,612
0.0% of portfolio
|
Q1 2024
Added 3.5%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
1,305
shares
|
$148,874
0.02% of portfolio
|
Q4 2023
Reduced 22.55%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,271
shares
|
$144,995
0.0% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
1,248
shares
|
$142,371
0.01% of portfolio
|
Q3 2024
Added 131.97%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
1,230
shares
|
$140,318
0.03% of portfolio
|
Q2 2024
Reduced 34.5%
|