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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
605
shares
|
$69,018
0.0% of portfolio
|
Q4 2024
Reduced 33.44%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
600
shares
|
$68,448
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
581
shares
|
$66,280
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
578
shares
|
$65,938
0.03% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
566
shares
|
$64,569
0.04% of portfolio
|
Q2 2022
Reduced 94.31%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
553
shares
|
$63,086
0.0% of portfolio
|
Q1 2024
Reduced 61.08%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
545
shares
|
$62,173
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
524
shares
|
$59,777
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
520
shares
|
$59,321
0.02% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
515
shares
|
$58,751
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
515
shares
|
$58,751
0.01% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
514
shares
|
$58,637
0.04% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
506
shares
|
$57,724
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
502
shares
|
$57,268
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
498
shares
|
$56,811
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
481
shares
|
$54,872
0.06% of portfolio
|
Q4 2024
Reduced 69.03%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
474
shares
|
$54,073
0.05% of portfolio
|
Q3 2022
Reduced 41.77%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
470
shares
|
$53,617
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
469
shares
|
$53,503
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
465
shares
|
$53,047
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
465
shares
|
$53,047
0.0% of portfolio
|
Q4 2023
Reduced 48.16%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
463
shares
|
$52,819
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
462
shares
|
$52,704
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
460
shares
|
$52,476
0.01% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
424
shares
|
$48,369
0.01% of portfolio
|
Q4 2024
Reduced 29.22%
|