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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
268
shares
|
$30,573
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
266
shares
|
$30,345
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
262
shares
|
$29,888
0.01% of portfolio
|
Q2 2021
Reduced 99.02%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
256
shares
|
$29,204
0.0% of portfolio
|
Q4 2024
Reduced 53.11%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
246
shares
|
$28,063
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
244
shares
|
$27,835
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
241
shares
|
$27,493
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
229
shares
|
$26,124
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
226
shares
|
$25,782
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
220
shares
|
$25,097
0.01% of portfolio
|
Q4 2020
Added 511.11%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
217
shares
|
$24,755
0.02% of portfolio
|
Q1 2024
Added 15.67%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
217
shares
|
$24,755
0.0% of portfolio
|
Q3 2021
Added 16.04%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
211
shares
|
$24,070
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
207
shares
|
$23,614
0.0% of portfolio
|
Q1 2022
Added 10.7%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
206
shares
|
$23,500
0.0% of portfolio
|
Q3 2024
Added 106.0%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
200
shares
|
$22,816
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
192
shares
|
$21,903
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
192
shares
|
$21,903
0.02% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
188
shares
|
$21,447
0.0% of portfolio
|
Q1 2025
Added 21.29%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
184
shares
|
$20,990
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
183
shares
|
$20,876
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
176
shares
|
$20,078
0.01% of portfolio
|
Q4 2024
Reduced 64.08%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
160
shares
|
$18,252
0.0% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
155
shares
|
$17,682
0.01% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
154
shares
|
$17,568
0.01% of portfolio
|
Q2 2023
New holding
|