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 |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
184
shares
|
$21,986
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
176
shares
|
$21,030
0.01% of portfolio
|
Q4 2024
Reduced 64.08%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
160
shares
|
$19,118
0.0% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
155
shares
|
$18,520
0.01% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
154
shares
|
$18,401
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
144
shares
|
$17,206
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
141
shares
|
$16,848
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
139
shares
|
$16,609
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
138
shares
|
$16,489
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
136
shares
|
$16,250
0.0% of portfolio
|
Q3 2024
Reduced 28.42%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
135
shares
|
$16,131
0.01% of portfolio
|
Q4 2021
Reduced 32.5%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
129
shares
|
$15,414
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
120
shares
|
$14,338
0.01% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
118
shares
|
$14,099
0.0% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
115
shares
|
$13,741
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
108
shares
|
$12,904
0.0% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
104
shares
|
$12,426
0.0% of portfolio
|
Q3 2023
Reduced 65.33%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
104
shares
|
$12,426
0.01% of portfolio
|
Q3 2024
Reduced 48.51%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
100
shares
|
$11,949
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
92
shares
|
$10,993
0.0% of portfolio
|
Q2 2024
Reduced 68.28%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
90
shares
|
$10,754
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
88
shares
|
$10,515
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
88
shares
|
$10,515
0.0% of portfolio
|
Q4 2020
Reduced 99.37%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
85
shares
|
$10,156
0.0% of portfolio
|
Q1 2025
Reduced 77.92%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
79
shares
|
$9,439
0.01% of portfolio
|
Q1 2025
Reduced 26.85%
|