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 822 institutions that hold shares in the stock, with a total of 40.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
85,907
shares
|
$11.2 Million
2.19% of portfolio
|
Q3 2024
Added 12.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
84,116
shares
|
$11 Million
0.04% of portfolio
|
Q3 2024
Reduced 65.93%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
83,336
shares
|
$10.9 Million
0.77% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
83,108
shares
|
$10.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
80,869
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
80,504
shares
|
$10.5 Million
3.8% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
74,264
shares
|
$9.72 Million
4.29% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
73,904
shares
|
$9.68 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
73,734
shares
|
$9.65 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
73,160
shares
|
$9.58 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
72,226
shares
|
$9.46 Million
0.22% of portfolio
|
Q4 2023
Reduced 0.06%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
70,564
shares
|
$9.24 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
62,590
shares
|
$8.2 Million
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
62,330
shares
|
$8.16 Million
1.01% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
60,613
shares
|
$7.94 Million
0.22% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
59,033
shares
|
$7.73 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
58,190
shares
|
$7.62 Million
0.19% of portfolio
|
Q3 2024
Added 300.87%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
57,712
shares
|
$7.56 Million
1.63% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
57,343
shares
|
$7.51 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
56,460
shares
|
$7.39 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
53,889
shares
|
$7.06 Million
2.11% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
53,554
shares
|
$7.01 Million
0.05% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
53,278
shares
|
$6.98 Million
2.54% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
51,486
shares
|
$6.74 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.15%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
50,452
shares
|
$6.61 Million
0.43% of portfolio
|
Q3 2024
Added 3.66%
|