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 |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
20,131
shares
|
$2.41 Million
0.03% of portfolio
|
Q1 2025
Added 854.98%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
20,044
shares
|
$2.4 Million
0.28% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
20,023
shares
|
$2.39 Million
0.71% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
19,863
shares
|
$2.37 Million
0.1% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Oxler Private Wealth LLC
New York, NY |
May 07, 2025 Q1 2025 |
19,789
shares
|
$2.36 Million
0.91% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
19,634
shares
|
$2.35 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
19,501
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Added 268.5%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
19,015
shares
|
$2.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
18,798
shares
|
$2.25 Million
0.23% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
18,541
shares
|
$2.22 Million
1.02% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
18,519
shares
|
$2.21 Million
0.66% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
17,988
shares
|
$2.15 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
17,974
shares
|
$2.15 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
17,912
shares
|
$2.14 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
17,695
shares
|
$2.11 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
17,630
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Added 87.73%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
17,444
shares
|
$2.08 Million
0.24% of portfolio
|
Q1 2025
Reduced 36.87%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
17,389
shares
|
$2.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
17,364
shares
|
$2.07 Million
0.05% of portfolio
|
Q1 2025
Added 1549.0%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
17,280
shares
|
$2.06 Million
0.9% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
17,248
shares
|
$2.06 Million
1.55% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
17,148
shares
|
$2.05 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
17,145
shares
|
$2.05 Million
0.41% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
16,971
shares
|
$2.03 Million
0.42% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
16,836
shares
|
$2.01 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.78%
|