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 |
|---|---|---|---|---|---|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
48,804
shares
|
$6.3 Million
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
47,750
shares
|
$6.17 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
47,652
shares
|
$6.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
47,222
shares
|
$6.1 Million
3.22% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
45,899
shares
|
$5.93 Million
0.14% of portfolio
|
Q4 2024
Added 12.42%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
45,263
shares
|
$5.85 Million
3.83% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
44,842
shares
|
$5.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
44,390
shares
|
$5.73 Million
0.22% of portfolio
|
Q1 2022
Reduced 0.1%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
42,845
shares
|
$5.53 Million
1.72% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
42,745
shares
|
$5.52 Million
0.36% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
42,428
shares
|
$5.48 Million
0.73% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
42,241
shares
|
$5.46 Million
2.12% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
42,106
shares
|
$5.44 Million
1.11% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
41,935
shares
|
$5.42 Million
0.01% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
41,683
shares
|
$5.38 Million
0.03% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
41,409
shares
|
$5.35 Million
0.28% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
41,269
shares
|
$5.33 Million
1.83% of portfolio
|
Q3 2024
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
41,112
shares
|
$5.31 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
41,023
shares
|
$5.3 Million
0.15% of portfolio
|
Q4 2023
Added 4.78%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
40,483
shares
|
$5.23 Million
3.8% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
40,177
shares
|
$5.19 Million
0.04% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
40,147
shares
|
$5.18 Million
0.16% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
39,049
shares
|
$5.04 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
37,748
shares
|
$4.88 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
37,533
shares
|
$4.85 Million
0.47% of portfolio
|
Q3 2024
Reduced 3.24%
|