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 837 institutions that hold shares in the stock, with a total of 41 Million shares, which have been reported (via 13F filing form) to have a value of $5.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
23,437
shares
|
$3.04 Million
0.08% of portfolio
|
Q3 2023
Added 0.77%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
23,266
shares
|
$3.02 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
22,320
shares
|
$2.89 Million
0.2% of portfolio
|
Q3 2024
Added 32.11%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
22,314
shares
|
$2.89 Million
0.7% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
22,208
shares
|
$2.88 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
21,904
shares
|
$2.84 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
21,545
shares
|
$2.79 Million
0.04% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
21,326
shares
|
$2.77 Million
0.03% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
21,232
shares
|
$2.75 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
21,185
shares
|
$2.75 Million
0.26% of portfolio
|
Q4 2024
Reduced 31.83%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
20,388
shares
|
$2.64 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
20,340
shares
|
$2.64 Million
0.92% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
20,228
shares
|
$2.62 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
19,928
shares
|
$2.58 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
19,870
shares
|
$2.58 Million
0.26% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
19,846
shares
|
$2.57 Million
1.06% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
19,781
shares
|
$2.57 Million
0.74% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
19,538
shares
|
$2.53 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
18,956
shares
|
$2.46 Million
0.04% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
18,944
shares
|
$2.46 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
18,829
shares
|
$2.44 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
18,500
shares
|
$2.4 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
18,304
shares
|
$2.37 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
17,999
shares
|
$2.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
17,974
shares
|
$2.33 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.63%
|