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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,997
shares
|
$918,706
0.02% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
6,966
shares
|
$914,635
0.04% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
6,923
shares
|
$908,989
0.08% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
6,784
shares
|
$890,739
0.03% of portfolio
|
Q3 2024
Added 17.29%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
6,765
shares
|
$888,244
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
6,675
shares
|
$876,427
0.01% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
6,655
shares
|
$873,801
0.16% of portfolio
|
Q1 2024
Reduced 32.46%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
6,648
shares
|
$872,882
0.25% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
6,633
shares
|
$870,912
0.11% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
6,625
shares
|
$869,862
0.01% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
6,570
shares
|
$862,641
0.03% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
6,562
shares
|
$861,590
0.02% of portfolio
|
Q3 2024
Added 22.47%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
6,557
shares
|
$860,934
0.24% of portfolio
|
Q2 2022
Reduced 1.19%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
6,520
shares
|
$856,076
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
6,500
shares
|
$853,450
0.08% of portfolio
|
Q3 2024
Added 46.26%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
6,379
shares
|
$837,562
0.3% of portfolio
|
Q1 2023
Reduced 2.45%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
6,350
shares
|
$833,755
0.1% of portfolio
|
Q1 2022
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
6,329
shares
|
$830,997
0.05% of portfolio
|
Q1 2024
Added 45.76%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
6,290
shares
|
$825,877
0.43% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
6,287
shares
|
$825,483
0.0% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
6,252
shares
|
$820,887
0.05% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,250
shares
|
$820,625
0.19% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
6,109
shares
|
$802,111
0.19% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
6,072
shares
|
$797,253
0.06% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
6,007
shares
|
$788,719
0.1% of portfolio
|
Q3 2024
Added 5.26%
|