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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
33,973
shares
|
$4.06 Million
0.0% of portfolio
|
Q1 2025
Added 1449.16%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
33,958
shares
|
$4.06 Million
1.5% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
33,794
shares
|
$4.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.99%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
33,614
shares
|
$4.02 Million
3.18% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
33,424
shares
|
$3.99 Million
0.36% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
33,206
shares
|
$3.97 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
32,941
shares
|
$3.94 Million
0.06% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
32,785
shares
|
$3.92 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Factorial Partners, LLC
|
May 09, 2025 Q1 2025 |
32,700
shares
|
$3.91 Million
2.63% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
32,483
shares
|
$3.88 Million
2.06% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
32,359
shares
|
$3.87 Million
0.56% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
31,423
shares
|
$3.75 Million
0.55% of portfolio
|
Q1 2025
Added 1465.67%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
31,386
shares
|
$3.75 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
30,992
shares
|
$3.7 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Ltg Capital LLC
|
Apr 30, 2025 Q1 2025 |
30,847
shares
|
$3.69 Million
3.61% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
30,553
shares
|
$3.65 Million
0.14% of portfolio
|
Q1 2025
Added 19.25%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
30,491
shares
|
$3.64 Million
0.05% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
30,276
shares
|
$3.62 Million
1.24% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
30,253
shares
|
$3.61 Million
0.0% of portfolio
|
Q1 2025
Added 76.53%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
29,955
shares
|
$3.58 Million
0.11% of portfolio
|
Q2 2020
Added 7.83%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
29,833
shares
|
$3.56 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
29,765
shares
|
$3.56 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
29,633
shares
|
$3.54 Million
0.55% of portfolio
|
Q3 2023
Reduced 0.85%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
28,643
shares
|
$3.42 Million
1.06% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
28,114
shares
|
$3.36 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.09%
|