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 812 institutions that hold shares in the stock, with a total of 40.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
13,441
shares
|
$1.76 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
13,376
shares
|
$1.76 Million
0.49% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
13,311
shares
|
$1.75 Million
0.55% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
13,297
shares
|
$1.75 Million
0.43% of portfolio
|
Q3 2024
Added 17.96%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
13,117
shares
|
$1.72 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
12,984
shares
|
$1.7 Million
0.36% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
12,945
shares
|
$1.7 Million
0.03% of portfolio
|
Q2 2024
Added 22.11%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
12,888
shares
|
$1.69 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
12,835
shares
|
$1.69 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
12,781
shares
|
$1.68 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
12,750
shares
|
$1.67 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
12,722
shares
|
$1.67 Million
1.11% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
12,662
shares
|
$1.66 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
12,628
shares
|
$1.66 Million
0.47% of portfolio
|
Q3 2024
Reduced 32.25%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
12,553
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
12,456
shares
|
$1.64 Million
0.04% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
12,407
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
12,336
shares
|
$1.62 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
12,288
shares
|
$1.61 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
12,288
shares
|
$1.61 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
12,275
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2023
Reduced 14.56%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
11,969
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
11,959
shares
|
$1.57 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
11,945
shares
|
$1.57 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
11,906
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 48.52%
|