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 |
|---|---|---|---|---|---|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
1,217
shares
|
$138,835
0.0% of portfolio
|
Q1 2025
Reduced 69.82%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,193
shares
|
$136,097
0.01% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
1,185
shares
|
$135,184
0.08% of portfolio
|
Q2 2021
Added 48.13%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
1,180
shares
|
$134,614
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
1,171
shares
|
$133,587
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,138
shares
|
$129,823
0.02% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,134
shares
|
$129,366
0.0% of portfolio
|
Q1 2025
Added 15.01%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,134
shares
|
$129,366
0.0% of portfolio
|
Q4 2024
Reduced 19.86%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,131
shares
|
$129,024
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
1,098
shares
|
$125,259
0.06% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
1,093
shares
|
$124,689
0.03% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
1,085
shares
|
$123,776
0.06% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,070
shares
|
$122,065
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
1,062
shares
|
$121,152
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
1,035
shares
|
$118,072
0.02% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
1,000
shares
|
$114,080
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
989
shares
|
$112,825
0.01% of portfolio
|
Q4 2024
Reduced 47.62%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
944
shares
|
$107,691
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
941
shares
|
$107,349
0.11% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
940
shares
|
$107,235
0.01% of portfolio
|
Q4 2023
Added 37.23%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
920
shares
|
$104,953
0.03% of portfolio
|
Q4 2023
Reduced 8.18%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
916
shares
|
$104,497
0.01% of portfolio
|
Q4 2024
Reduced 36.65%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
915
shares
|
$104,383
0.04% of portfolio
|
Q3 2024
Reduced 28.68%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
883
shares
|
$100,732
0.04% of portfolio
|
Q4 2024
Reduced 10.08%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
880
shares
|
$100,390
0.06% of portfolio
|
Q4 2020
New holding
|