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 $5.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
11,906
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 48.52%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
11,793
shares
|
$1.57 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
11,704
shares
|
$1.56 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
11,663
shares
|
$1.56 Million
0.17% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
11,660
shares
|
$1.55 Million
0.15% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
11,638
shares
|
$1.55 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
11,559
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.57%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
11,558
shares
|
$1.54 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
11,527
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2024
Added 14.43%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
11,430
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
11,423
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
11,206
shares
|
$1.49 Million
0.12% of portfolio
|
Q2 2024
Added 19.63%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
11,179
shares
|
$1.49 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
11,083
shares
|
$1.48 Million
1.17% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
10,943
shares
|
$1.46 Million
0.68% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
10,874
shares
|
$1.45 Million
0.04% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
10,709
shares
|
$1.43 Million
0.08% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
10,665
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
10,323
shares
|
$1.38 Million
0.14% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
10,254
shares
|
$1.37 Million
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
10,246
shares
|
$1.37 Million
0.1% of portfolio
|
Q2 2023
Reduced 7.03%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
10,246
shares
|
$1.37 Million
0.1% of portfolio
|
Q2 2023
Reduced 7.03%
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
10,099
shares
|
$1.35 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
9,902
shares
|
$1.32 Million
0.89% of portfolio
|
Q4 2023
Reduced 0.23%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,894
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 69.74%
|