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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
300
shares
|
$35,847
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
300
shares
|
$35,847
0.01% of portfolio
|
Q2 2022
Reduced 14.53%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
289
shares
|
$34,532
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
284
shares
|
$33,935
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
277
shares
|
$33,098
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
277
shares
|
$33,098
0.0% of portfolio
|
Q1 2022
Reduced 50.54%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
270
shares
|
$32,262
0.03% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
268
shares
|
$32,023
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
266
shares
|
$31,784
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
262
shares
|
$31,306
0.01% of portfolio
|
Q2 2021
Reduced 99.02%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
246
shares
|
$29,394
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
244
shares
|
$29,155
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
241
shares
|
$28,797
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
229
shares
|
$27,363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
226
shares
|
$27,004
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
220
shares
|
$26,287
0.01% of portfolio
|
Q4 2020
Added 511.11%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
217
shares
|
$25,929
0.0% of portfolio
|
Q3 2021
Added 16.04%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
208
shares
|
$24,853
0.02% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
207
shares
|
$24,734
0.0% of portfolio
|
Q1 2022
Added 10.7%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
206
shares
|
$24,614
0.0% of portfolio
|
Q3 2024
Added 106.0%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
200
shares
|
$23,898
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
198
shares
|
$23,659
0.01% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
192
shares
|
$22,942
0.02% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
192
shares
|
$22,942
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
188
shares
|
$22,464
0.0% of portfolio
|
Q1 2025
Added 21.29%
|