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 |
|---|---|---|---|---|---|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
123,083
shares
|
$14.7 Million
3.25% of portfolio
|
Q1 2025
Added 13.41%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
121,240
shares
|
$14.5 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
120,367
shares
|
$14.4 Million
1.9% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
119,904
shares
|
$14.3 Million
1.85% of portfolio
|
Q1 2025
Reduced 12.41%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
118,831
shares
|
$14.2 Million
2.39% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
118,596
shares
|
$14.2 Million
1.06% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
118,000
shares
|
$14.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
114,035
shares
|
$13.6 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
110,555
shares
|
$13.2 Million
0.03% of portfolio
|
Q3 2023
Reduced 11.32%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
109,127
shares
|
$13 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
108,381
shares
|
$13 Million
1.39% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
107,992
shares
|
$12.9 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
106,554
shares
|
$12.7 Million
0.62% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
103,970
shares
|
$12.4 Million
0.04% of portfolio
|
Q1 2025
Added 18.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
103,576
shares
|
$12.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
101,726
shares
|
$12.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
101,713
shares
|
$12.2 Million
0.12% of portfolio
|
Q1 2025
Reduced 31.7%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
97,961
shares
|
$11.7 Million
0.05% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
95,361
shares
|
$11.4 Million
1.79% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
94,641
shares
|
$11.3 Million
0.16% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
93,466
shares
|
$11.2 Million
5.63% of portfolio
|
Q1 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
93,034
shares
|
$11.1 Million
2.37% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
90,278
shares
|
$10.8 Million
2.01% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
90,088
shares
|
$10.8 Million
0.3% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
87,710
shares
|
$10.5 Million
0.04% of portfolio
|
Q1 2025
Added 0.39%
|