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 |
|---|---|---|---|---|---|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
941
shares
|
$112,440
0.11% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
940
shares
|
$112,320
0.01% of portfolio
|
Q4 2023
Added 37.23%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
920
shares
|
$109,930
0.03% of portfolio
|
Q4 2023
Reduced 8.18%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
916
shares
|
$109,452
0.01% of portfolio
|
Q4 2024
Reduced 36.65%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
915
shares
|
$109,333
0.04% of portfolio
|
Q3 2024
Reduced 28.68%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
883
shares
|
$105,509
0.04% of portfolio
|
Q4 2024
Reduced 10.08%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
880
shares
|
$105,151
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
858
shares
|
$102,522
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
851
shares
|
$101,685
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
848
shares
|
$101,327
0.03% of portfolio
|
Q3 2024
Reduced 15.96%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
815
shares
|
$97,384
0.01% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
798
shares
|
$95,353
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
797
shares
|
$95,233
0.0% of portfolio
|
Q3 2022
Reduced 7.54%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
775
shares
|
$92,604
0.01% of portfolio
|
Q2 2024
Reduced 13.89%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
761
shares
|
$90,931
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
753
shares
|
$89,975
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
750
shares
|
$89,617
0.0% of portfolio
|
Q1 2025
Reduced 82.73%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
749
shares
|
$89,498
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
745
shares
|
$89,020
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
726
shares
|
$86,749
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
725
shares
|
$86,630
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
704
shares
|
$84,120
0.0% of portfolio
|
Q1 2025
Added 16.36%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
690
shares
|
$82,448
0.01% of portfolio
|
Q1 2024
Added 16.95%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
676
shares
|
$80,775
0.0% of portfolio
|
Q4 2023
Reduced 76.41%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
669
shares
|
$79,938
0.02% of portfolio
|
Q4 2022
New holding
|