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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
330
shares
|
$43,210
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
326
shares
|
$42,686
0.0% of portfolio
|
Q4 2022
Added 0.31%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
304
shares
|
$39,805
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
300
shares
|
$39,282
0.01% of portfolio
|
Q2 2022
Reduced 14.53%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
289
shares
|
$37,841
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
284
shares
|
$37,186
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
277
shares
|
$36,270
0.0% of portfolio
|
Q1 2022
Reduced 50.54%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
268
shares
|
$35,091
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
266
shares
|
$34,830
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
262
shares
|
$34,306
0.01% of portfolio
|
Q2 2021
Reduced 99.02%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
258
shares
|
$33,782
0.01% of portfolio
|
Q2 2024
Added 18.35%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
220
shares
|
$28,806
0.01% of portfolio
|
Q4 2020
Added 511.11%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
217
shares
|
$28,413
0.0% of portfolio
|
Q3 2021
Added 16.04%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
217
shares
|
$28,413
0.02% of portfolio
|
Q3 2024
Reduced 26.44%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
211
shares
|
$27,628
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
207
shares
|
$27,104
0.0% of portfolio
|
Q1 2022
Added 10.7%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
206
shares
|
$26,973
0.0% of portfolio
|
Q3 2024
Added 106.0%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
202
shares
|
$26,449
0.01% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
192
shares
|
$25,140
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
182
shares
|
$23,831
0.01% of portfolio
|
Q3 2024
Reduced 15.74%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
176
shares
|
$23,045
0.01% of portfolio
|
Q4 2024
Reduced 64.08%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
160
shares
|
$20,950
0.0% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
158
shares
|
$20,688
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
155
shares
|
$20,295
0.01% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
154
shares
|
$20,164
0.01% of portfolio
|
Q2 2023
New holding
|