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 894 institutions that hold shares in the stock, with a total of 43 Million shares, which have been reported (via 13F filing form) to have a value of $4.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
86,685
shares
|
$9.62 Million
0.3% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
83,238
shares
|
$9.24 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
80,675
shares
|
$8.95 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
80,504
shares
|
$8.93 Million
3.8% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
77,112
shares
|
$8.56 Million
0.11% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
75,503
shares
|
$8.38 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
74,410
shares
|
$8.26 Million
0.22% of portfolio
|
Q4 2024
Added 27.87%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
74,264
shares
|
$8.24 Million
4.29% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
72,226
shares
|
$8.02 Million
0.22% of portfolio
|
Q4 2023
Reduced 0.06%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
71,926
shares
|
$7.98 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
70,470
shares
|
$7.82 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
65,921
shares
|
$7.32 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
61,740
shares
|
$6.85 Million
2.02% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
61,641
shares
|
$6.84 Million
1.82% of portfolio
|
Q1 2025
Reduced 56.47%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
60,645
shares
|
$6.73 Million
0.24% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
58,484
shares
|
$6.49 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
58,314
shares
|
$6.47 Million
0.93% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
57,830
shares
|
$6.42 Million
1.58% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
57,127
shares
|
$6.34 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
56,574
shares
|
$6.28 Million
4.52% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
55,443
shares
|
$6.15 Million
0.02% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
54,747
shares
|
$6.08 Million
0.05% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
53,889
shares
|
$5.98 Million
2.11% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
53,843
shares
|
$5.98 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
53,278
shares
|
$5.91 Million
2.54% of portfolio
|
Q4 2024
Added 1.0%
|