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 |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
1,417
shares
|
$169,317
0.07% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
1,390
shares
|
$166,091
0.09% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,367
shares
|
$163,342
0.0% of portfolio
|
Q1 2024
Reduced 10.01%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
1,352
shares
|
$161,550
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
|
$158,802
0.0% of portfolio
|
Q1 2024
Added 3.5%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
1,305
shares
|
$155,934
0.02% of portfolio
|
Q4 2023
Reduced 22.55%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
1,248
shares
|
$149,123
0.01% of portfolio
|
Q3 2024
Added 131.97%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
1,230
shares
|
$146,972
0.02% of portfolio
|
Q2 2024
Reduced 34.5%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
1,217
shares
|
$145,419
0.0% of portfolio
|
Q1 2025
Reduced 69.82%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,193
shares
|
$142,551
0.01% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
1,185
shares
|
$141,595
0.09% of portfolio
|
Q2 2021
Added 48.13%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,180
shares
|
$140,998
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
1,171
shares
|
$139,922
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,138
shares
|
$135,979
0.02% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,134
shares
|
$135,501
0.0% of portfolio
|
Q1 2025
Added 15.01%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,131
shares
|
$135,143
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
1,098
shares
|
$131,200
0.06% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
1,093
shares
|
$130,602
0.03% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
1,085
shares
|
$129,646
0.06% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
1,071
shares
|
$127,973
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,070
shares
|
$127,854
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
1,062
shares
|
$126,898
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
1,039
shares
|
$124,150
0.02% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
1,000
shares
|
$119,490
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
944
shares
|
$112,798
0.01% of portfolio
|
Q3 2022
New holding
|