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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
9,830
shares
|
$1.31 Million
0.17% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
9,779
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.62%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
9,745
shares
|
$1.3 Million
0.1% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
9,715
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
9,670
shares
|
$1.29 Million
0.18% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
9,537
shares
|
$1.27 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
9,488
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
9,381
shares
|
$1.25 Million
0.09% of portfolio
|
Q2 2024
Reduced 33.51%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
9,357
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2024
Reduced 51.02%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
9,317
shares
|
$1.24 Million
0.8% of portfolio
|
Q2 2023
Reduced 6.56%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
9,243
shares
|
$1.23 Million
0.42% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
Sather Financial Group Inc
|
Nov 06, 2024 Q3 2024 |
9,190
shares
|
$1.23 Million
0.08% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
9,007
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
9,006
shares
|
$1.2 Million
0.23% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
8,966
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2022
Reduced 15.67%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
8,966
shares
|
$1.2 Million
0.11% of portfolio
|
Q4 2022
Reduced 8.76%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
8,948
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
8,831
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.12%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,793
shares
|
$1.17 Million
0.11% of portfolio
|
Q2 2023
Reduced 3.25%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
8,614
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
8,588
shares
|
$1.15 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
8,414
shares
|
$1.12 Million
0.09% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
8,392
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 81.34%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
8,315
shares
|
$1.11 Million
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
8,187
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2024
Added 1.19%
|