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 |
|---|---|---|---|---|---|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
48,804
shares
|
$5.42 Million
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
47,385
shares
|
$5.26 Million
3.22% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
45,899
shares
|
$5.09 Million
0.14% of portfolio
|
Q4 2024
Added 12.42%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
44,390
shares
|
$4.93 Million
0.22% of portfolio
|
Q1 2022
Reduced 0.1%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
44,225
shares
|
$4.91 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
44,159
shares
|
$4.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
43,642
shares
|
$4.84 Million
0.27% of portfolio
|
Q1 2025
Added 64.06%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
43,553
shares
|
$4.83 Million
3.92% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
43,492
shares
|
$4.83 Million
1.64% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
43,459
shares
|
$4.82 Million
0.19% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
43,397
shares
|
$4.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
43,061
shares
|
$4.78 Million
1.55% of portfolio
|
Q1 2025
Reduced 54.89%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
42,577
shares
|
$4.73 Million
0.43% of portfolio
|
Q4 2024
Reduced 15.61%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
41,776
shares
|
$4.64 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Idaho Trust Bank
Boise, ID |
Feb 07, 2025 Q4 2024 |
41,692
shares
|
$4.63 Million
2.62% of portfolio
|
Q4 2024
Added 19.28%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
41,647
shares
|
$4.62 Million
2.14% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
41,474
shares
|
$4.6 Million
1.07% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
41,190
shares
|
$4.57 Million
1.36% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
41,023
shares
|
$4.55 Million
0.15% of portfolio
|
Q4 2023
Added 4.78%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
40,855
shares
|
$4.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
40,505
shares
|
$4.5 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
40,469
shares
|
$4.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.16%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
40,288
shares
|
$4.47 Million
0.28% of portfolio
|
Q4 2024
Added 542.65%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
39,876
shares
|
$4.43 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
39,754
shares
|
$4.41 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.05%
|