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 892 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 $4.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
26,583
shares
|
$2.97 Million
0.07% of portfolio
|
Q4 2024
Reduced 20.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
26,259
shares
|
$2.93 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
25,622
shares
|
$2.86 Million
0.12% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
25,584
shares
|
$2.85 Million
0.02% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
25,378
shares
|
$2.83 Million
0.24% of portfolio
|
Q4 2024
Added 13.7%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
25,044
shares
|
$2.79 Million
0.05% of portfolio
|
Q4 2024
Added 1205.05%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
24,856
shares
|
$2.77 Million
0.01% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
24,605
shares
|
$2.74 Million
1.19% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
24,437
shares
|
$2.73 Million
0.31% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
24,142
shares
|
$2.69 Million
0.87% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
23,807
shares
|
$2.66 Million
1.32% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
23,356
shares
|
$2.61 Million
0.91% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
23,332
shares
|
$2.6 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
22,314
shares
|
$2.49 Million
0.7% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
22,115
shares
|
$2.47 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
21,750
shares
|
$2.43 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
21,545
shares
|
$2.4 Million
0.04% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
21,326
shares
|
$2.38 Million
0.03% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
21,185
shares
|
$2.36 Million
0.26% of portfolio
|
Q4 2024
Reduced 31.83%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
20,418
shares
|
$2.28 Million
0.02% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
20,351
shares
|
$2.27 Million
0.04% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
20,340
shares
|
$2.27 Million
0.92% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
20,043
shares
|
$2.24 Million
0.28% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
19,958
shares
|
$2.23 Million
0.43% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
19,844
shares
|
$2.21 Million
0.72% of portfolio
|
Q4 2024
Added 0.32%
|