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 |
|---|---|---|---|---|---|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
17,480
shares
|
$2.27 Million
0.9% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
17,145
shares
|
$2.22 Million
0.36% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
17,141
shares
|
$2.22 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
17,121
shares
|
$2.22 Million
0.71% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
17,008
shares
|
$2.21 Million
0.05% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
16,683
shares
|
$2.16 Million
0.67% of portfolio
|
Q3 2024
Added 29.1%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
16,671
shares
|
$2.16 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
16,664
shares
|
$2.16 Million
0.06% of portfolio
|
Q4 2024
Added 573.57%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
16,171
shares
|
$2.1 Million
0.42% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
16,123
shares
|
$2.09 Million
0.4% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
15,902
shares
|
$2.06 Million
0.49% of portfolio
|
Q3 2024
Added 19.7%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,882
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,701
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
15,700
shares
|
$2.04 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
15,548
shares
|
$2.02 Million
0.1% of portfolio
|
Q4 2024
Reduced 40.28%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
15,105
shares
|
$1.96 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.63%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
15,043
shares
|
$1.95 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
14,973
shares
|
$1.94 Million
0.11% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
14,871
shares
|
$1.93 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
14,810
shares
|
$1.92 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
14,780
shares
|
$1.92 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
14,709
shares
|
$1.91 Million
0.02% of portfolio
|
Q3 2024
Added 16.65%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
14,579
shares
|
$1.89 Million
0.21% of portfolio
|
Q3 2024
Added 22.32%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
14,386
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
14,359
shares
|
$1.86 Million
1.3% of portfolio
|
Q3 2024
Reduced 5.7%
|