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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
669
shares
|
$79,938
0.01% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
668
shares
|
$79,819
0.07% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
667
shares
|
$79,699
0.01% of portfolio
|
Q2 2023
Added 0.45%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
660
shares
|
$78,863
0.01% of portfolio
|
Q2 2021
Reduced 2.37%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
655
shares
|
$78,265
0.01% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
631
shares
|
$75,398
0.04% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
610
shares
|
$72,888
0.01% of portfolio
|
Q1 2025
Reduced 24.97%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
600
shares
|
$71,694
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
581
shares
|
$69,423
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
578
shares
|
$69,065
0.03% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
566
shares
|
$67,631
0.04% of portfolio
|
Q2 2022
Reduced 94.31%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
545
shares
|
$65,122
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
524
shares
|
$62,612
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
520
shares
|
$62,134
0.02% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
515
shares
|
$61,537
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
515
shares
|
$61,537
0.01% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
514
shares
|
$61,417
0.04% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
506
shares
|
$60,461
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
502
shares
|
$59,983
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
498
shares
|
$59,506
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
488
shares
|
$58,311
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
481
shares
|
$57,474
0.06% of portfolio
|
Q4 2024
Reduced 69.03%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
474
shares
|
$56,638
0.05% of portfolio
|
Q3 2022
Reduced 41.77%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
470
shares
|
$56,160
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
469
shares
|
$56,040
0.02% of portfolio
|
Q1 2025
Added 0.21%
|