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 |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
19,431
shares
|
$2.16 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
19,132
shares
|
$2.12 Million
0.04% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
19,015
shares
|
$2.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
18,871
shares
|
$2.09 Million
1.05% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
18,519
shares
|
$2.06 Million
0.66% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
18,367
shares
|
$2.04 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
18,168
shares
|
$2.02 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
17,999
shares
|
$2 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
17,974
shares
|
$1.99 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
17,760
shares
|
$1.97 Million
0.21% of portfolio
|
Q4 2024
Added 106.18%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
17,725
shares
|
$1.97 Million
0.76% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
17,480
shares
|
$1.94 Million
0.9% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
17,364
shares
|
$1.93 Million
0.05% of portfolio
|
Q1 2025
Added 1549.0%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
17,145
shares
|
$1.9 Million
0.36% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
17,138
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Added 104.22%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
17,121
shares
|
$1.9 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
|
$1.89 Million
0.05% of portfolio
|
Q4 2024
Reduced 12.64%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
16,836
shares
|
$1.87 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
16,671
shares
|
$1.85 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
16,664
shares
|
$1.85 Million
0.06% of portfolio
|
Q4 2024
Added 573.57%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
16,600
shares
|
$1.84 Million
0.01% of portfolio
|
Q4 2024
Added 44.01%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
16,511
shares
|
$1.83 Million
1.49% of portfolio
|
Q4 2024
Added 29.78%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
16,276
shares
|
$1.81 Million
0.35% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
16,171
shares
|
$1.79 Million
0.42% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
16,078
shares
|
$1.78 Million
0.54% of portfolio
|
Q1 2025
Added 8.56%
|