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 |
|---|---|---|---|---|---|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
80,614
shares
|
$9.63 Million
3.71% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
79,515
shares
|
$9.5 Million
0.76% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
77,452
shares
|
$9.25 Million
0.03% of portfolio
|
Q1 2025
Added 39.7%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
77,053
shares
|
$9.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
74,264
shares
|
$8.87 Million
4.29% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
73,433
shares
|
$8.77 Million
0.0% of portfolio
|
Q1 2025
Added 163.73%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
72,938
shares
|
$8.72 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
72,226
shares
|
$8.63 Million
0.21% of portfolio
|
Q4 2023
Reduced 0.06%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
71,243
shares
|
$8.51 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
70,470
shares
|
$8.42 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
69,206
shares
|
$8.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
68,103
shares
|
$8.14 Million
4.39% of portfolio
|
Q1 2025
New holding
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
61,740
shares
|
$7.38 Million
2.02% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
61,641
shares
|
$7.37 Million
1.82% of portfolio
|
Q1 2025
Reduced 56.47%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
60,755
shares
|
$7.26 Million
0.23% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
60,158
shares
|
$7.19 Million
0.02% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
59,111
shares
|
$7.06 Million
0.17% of portfolio
|
Q1 2025
Reduced 20.56%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
58,314
shares
|
$6.97 Million
0.93% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
58,244
shares
|
$6.96 Million
1.55% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
56,574
shares
|
$6.76 Million
4.52% of portfolio
|
Q1 2025
New holding
|
|
|
Oldfather Financial Services, LLC
|
May 01, 2025 Q1 2025 |
54,086
shares
|
$6.46 Million
2.46% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
53,920
shares
|
$6.44 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
53,889
shares
|
$6.44 Million
2.11% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
53,843
shares
|
$6.43 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
52,742
shares
|
$6.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.68%
|