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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
525
shares
|
$68,743
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
524
shares
|
$68,612
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
520
shares
|
$68,088
0.02% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
515
shares
|
$67,434
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
514
shares
|
$67,303
0.04% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
510
shares
|
$66,779
0.01% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
506
shares
|
$66,255
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
500
shares
|
$65,470
0.03% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
498
shares
|
$65,208
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
474
shares
|
$62,065
0.05% of portfolio
|
Q3 2022
Reduced 41.77%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
470
shares
|
$61,541
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
468
shares
|
$61,279
0.02% of portfolio
|
Q2 2022
Added 53.85%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
465
shares
|
$60,887
0.0% of portfolio
|
Q4 2023
Reduced 48.16%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
465
shares
|
$60,887
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
463
shares
|
$60,625
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
462
shares
|
$60,494
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
424
shares
|
$55,518
0.01% of portfolio
|
Q4 2024
Reduced 29.22%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
400
shares
|
$52,376
0.02% of portfolio
|
Q4 2021
Reduced 29.33%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
396
shares
|
$51,852
0.03% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
385
shares
|
$50,411
0.01% of portfolio
|
Q4 2024
Added 352.94%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
360
shares
|
$47,138
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
359
shares
|
$47,007
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
352
shares
|
$46,090
0.01% of portfolio
|
Q1 2024
Reduced 34.45%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
338
shares
|
$44,257
0.0% of portfolio
|
Q3 2024
Added 94.25%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
338
shares
|
$44,257
0.01% of portfolio
|
Q3 2024
New holding
|