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 |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
409
shares
|
$46,658
0.0% of portfolio
|
Q4 2024
Reduced 41.9%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
408
shares
|
$46,544
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
401
shares
|
$45,746
0.01% of portfolio
|
Q1 2025
Reduced 33.17%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
400
shares
|
$45,632
0.02% of portfolio
|
Q4 2021
Reduced 29.33%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
386
shares
|
$44,034
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
384
shares
|
$43,806
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
381
shares
|
$43,464
0.02% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
380
shares
|
$43,350
0.0% of portfolio
|
Q4 2024
Added 783.72%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
372
shares
|
$42,437
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
360
shares
|
$41,068
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
352
shares
|
$40,156
0.01% of portfolio
|
Q1 2024
Reduced 34.45%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
339
shares
|
$38,673
0.02% of portfolio
|
Q1 2025
Reduced 24.33%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
338
shares
|
$38,559
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
336
shares
|
$38,330
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
330
shares
|
$37,646
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
326
shares
|
$37,190
0.0% of portfolio
|
Q4 2022
Added 0.31%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
304
shares
|
$34,680
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
300
shares
|
$34,224
0.01% of portfolio
|
Q2 2022
Reduced 14.53%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
300
shares
|
$34,224
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
289
shares
|
$32,969
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
286
shares
|
$32,626
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
284
shares
|
$32,398
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
277
shares
|
$31,600
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
277
shares
|
$31,600
0.0% of portfolio
|
Q1 2022
Reduced 50.54%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
270
shares
|
$30,801
0.03% of portfolio
|
Q1 2025
Reduced 10.0%
|