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 |
|---|---|---|---|---|---|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
4,907
shares
|
$644,289
0.26% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
4,891
shares
|
$642,188
0.01% of portfolio
|
Q2 2024
Added 9.47%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
4,881
shares
|
$640,875
0.31% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
4,878
shares
|
$640,481
0.01% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,852
shares
|
$637,067
0.0% of portfolio
|
Q3 2024
Reduced 18.21%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
4,830
shares
|
$634,179
0.1% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,822
shares
|
$633,128
0.1% of portfolio
|
Q3 2023
Reduced 14.41%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
4,785
shares
|
$628,270
0.07% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
4,780
shares
|
$627,614
0.32% of portfolio
|
Q2 2022
Added 0.76%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
4,735
shares
|
$621,705
0.03% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,672
shares
|
$613,433
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
4,666
shares
|
$612,645
0.62% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
4,665
shares
|
$612,514
0.02% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
4,659
shares
|
$611,726
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
4,657
shares
|
$611,464
0.02% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
4,625
shares
|
$607,262
0.02% of portfolio
|
Q4 2023
Reduced 26.68%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
4,621
shares
|
$606,737
0.11% of portfolio
|
Q2 2024
Reduced 16.3%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
4,616
shares
|
$606,080
0.19% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
4,587
shares
|
$602,273
0.02% of portfolio
|
Q1 2023
Reduced 0.35%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,537
shares
|
$595,708
0.02% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
4,506
shares
|
$591,637
0.01% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
4,502
shares
|
$591,112
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
4,490
shares
|
$589,537
0.1% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
4,444
shares
|
$583,497
0.03% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
4,434
shares
|
$582,184
0.06% of portfolio
|
Q3 2024
Added 0.14%
|