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 |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
465
shares
|
$55,562
0.0% of portfolio
|
Q4 2023
Reduced 48.16%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
465
shares
|
$55,562
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
463
shares
|
$55,323
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
462
shares
|
$55,204
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
460
shares
|
$54,965
0.01% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
458
shares
|
$54,726
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
424
shares
|
$50,663
0.01% of portfolio
|
Q4 2024
Reduced 29.22%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
409
shares
|
$48,871
0.0% of portfolio
|
Q4 2024
Reduced 41.9%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
408
shares
|
$48,751
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
401
shares
|
$47,915
0.01% of portfolio
|
Q1 2025
Reduced 33.17%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
400
shares
|
$47,796
0.02% of portfolio
|
Q4 2021
Reduced 29.33%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
386
shares
|
$46,123
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
384
shares
|
$45,884
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
380
shares
|
$45,406
0.0% of portfolio
|
Q4 2024
Added 783.72%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
379
shares
|
$45,286
0.02% of portfolio
|
Q1 2025
Reduced 50.72%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
373
shares
|
$44,569
0.0% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
360
shares
|
$43,016
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
352
shares
|
$42,060
0.01% of portfolio
|
Q1 2024
Reduced 34.45%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
339
shares
|
$40,507
0.02% of portfolio
|
Q1 2025
Reduced 24.33%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
338
shares
|
$40,387
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
338
shares
|
$40,387
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
337
shares
|
$40,268
0.03% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
330
shares
|
$39,431
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
326
shares
|
$38,953
0.0% of portfolio
|
Q4 2022
Added 0.31%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
304
shares
|
$36,324
0.02% of portfolio
|
Q1 2023
New holding
|