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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
51,389
shares
|
$6.14 Million
0.15% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
48,804
shares
|
$5.83 Million
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
47,555
shares
|
$5.68 Million
0.05% of portfolio
|
Q1 2025
Added 1953.32%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
47,385
shares
|
$5.66 Million
3.22% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
47,057
shares
|
$5.62 Million
0.47% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
44,422
shares
|
$5.31 Million
0.14% of portfolio
|
Q1 2025
Added 48.69%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
44,390
shares
|
$5.3 Million
0.22% of portfolio
|
Q1 2022
Reduced 0.1%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Apr 29, 2025 Q1 2025 |
44,238
shares
|
$5.29 Million
4.91% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
43,947
shares
|
$5.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
43,642
shares
|
$5.21 Million
0.27% of portfolio
|
Q1 2025
Added 64.06%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
43,492
shares
|
$5.2 Million
1.64% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
43,074
shares
|
$5.15 Million
3.88% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
43,061
shares
|
$5.15 Million
1.55% of portfolio
|
Q1 2025
Reduced 54.89%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
42,936
shares
|
$5.13 Million
1.41% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
42,407
shares
|
$5.07 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
42,232
shares
|
$5.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
42,088
shares
|
$5.03 Million
0.34% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
41,474
shares
|
$4.96 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
41,273
shares
|
$4.93 Million
2.03% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
41,141
shares
|
$4.92 Million
1.37% of portfolio
|
Q1 2025
Added 70.41%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
41,023
shares
|
$4.9 Million
0.15% of portfolio
|
Q4 2023
Added 4.78%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
40,993
shares
|
$4.9 Million
0.03% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
40,855
shares
|
$4.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
40,469
shares
|
$4.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.16%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
40,193
shares
|
$4.8 Million
0.06% of portfolio
|
Q1 2025
Added 6.27%
|