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 889 institutions that hold shares in the stock, with a total of 43 Million shares, which have been reported (via 13F filing form) to have a value of $5.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
514
shares
|
$61,674
0.04% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
510
shares
|
$61,194
0.01% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
506
shares
|
$60,714
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
500
shares
|
$59,995
0.03% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
498
shares
|
$59,755
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
481
shares
|
$57,715
0.06% of portfolio
|
Q4 2024
Reduced 69.03%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
474
shares
|
$56,875
0.05% of portfolio
|
Q3 2022
Reduced 41.77%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
470
shares
|
$56,395
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
468
shares
|
$56,155
0.02% of portfolio
|
Q2 2022
Added 53.85%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
465
shares
|
$55,795
0.0% of portfolio
|
Q4 2023
Reduced 48.16%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
465
shares
|
$55,795
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
463
shares
|
$55,555
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
462
shares
|
$55,435
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
448
shares
|
$53,755
0.03% of portfolio
|
Q4 2024
Reduced 92.88%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
424
shares
|
$50,875
0.01% of portfolio
|
Q4 2024
Reduced 29.22%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
409
shares
|
$49,075
0.0% of portfolio
|
Q4 2024
Reduced 41.9%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
400
shares
|
$47,996
0.02% of portfolio
|
Q4 2021
Reduced 29.33%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
386
shares
|
$46,316
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
385
shares
|
$46,196
0.01% of portfolio
|
Q4 2024
Added 352.94%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
384
shares
|
$46,076
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
381
shares
|
$45,716
0.02% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
380
shares
|
$45,596
0.0% of portfolio
|
Q4 2024
Added 783.72%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
372
shares
|
$44,636
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
360
shares
|
$43,196
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
359
shares
|
$43,076
0.02% of portfolio
|
Q4 2024
New holding
|