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 |
|---|---|---|---|---|---|
|
First Hawaiian Bank
|
Jun 04, 2025 Q1 2025 |
28,010
shares
|
$3.35 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Campion Asset Management
|
May 12, 2025 Q1 2025 |
27,966
shares
|
$3.34 Million
2.6% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
26,909
shares
|
$3.22 Million
0.49% of portfolio
|
Q1 2023
Added 40.34%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
26,748
shares
|
$3.2 Million
0.07% of portfolio
|
Q4 2021
Reduced 0.15%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
26,730
shares
|
$3.19 Million
1.1% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
26,590
shares
|
$3.18 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
26,372
shares
|
$3.15 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
26,312
shares
|
$3.14 Million
0.01% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
26,259
shares
|
$3.14 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
25,828
shares
|
$3.09 Million
0.08% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
25,507
shares
|
$3.05 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
23,977
shares
|
$2.87 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
23,807
shares
|
$2.84 Million
1.32% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
23,356
shares
|
$2.79 Million
0.91% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
22,654
shares
|
$2.71 Million
0.31% of portfolio
|
Q3 2022
Reduced 18.12%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
22,596
shares
|
$2.7 Million
1.04% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
22,314
shares
|
$2.67 Million
0.68% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
21,946
shares
|
$2.62 Million
0.24% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
21,869
shares
|
$2.61 Million
0.02% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
21,750
shares
|
$2.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
21,637
shares
|
$2.59 Million
0.06% of portfolio
|
Q1 2025
Added 53.75%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
21,545
shares
|
$2.57 Million
0.04% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
21,475
shares
|
$2.57 Million
0.02% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
20,798
shares
|
$2.49 Million
0.25% of portfolio
|
Q1 2025
Added 219.97%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
20,351
shares
|
$2.43 Million
0.04% of portfolio
|
Q1 2025
Added 6.37%
|