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 813 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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
4,434
shares
|
$591,318
0.06% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
4,415
shares
|
$588,784
0.07% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,350
shares
|
$580,116
0.14% of portfolio
|
Q2 2023
Added 548.29%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
4,300
shares
|
$573,448
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,281
shares
|
$570,914
0.14% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
4,215
shares
|
$562,112
0.05% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
4,186
shares
|
$558,244
0.01% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
4,163
shares
|
$555,177
0.01% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
4,158
shares
|
$554,510
0.05% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
4,044
shares
|
$539,307
0.02% of portfolio
|
Q2 2024
Reduced 5.6%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
4,026
shares
|
$536,907
0.02% of portfolio
|
Q3 2024
Reduced 35.9%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
4,010
shares
|
$534,773
0.01% of portfolio
|
Q3 2024
Reduced 14.64%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,005
shares
|
$534,106
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
4,000
shares
|
$533,440
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
4,000
shares
|
$533,440
0.14% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
3,978
shares
|
$530,506
0.03% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
3,920
shares
|
$522,771
0.04% of portfolio
|
Q4 2023
Added 17.22%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
3,888
shares
|
$518,503
0.09% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
3,886
shares
|
$518,236
0.08% of portfolio
|
Q3 2024
Added 28.0%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,828
shares
|
$510,502
0.0% of portfolio
|
Q4 2022
Added 17.24%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
3,828
shares
|
$510,502
0.1% of portfolio
|
Q3 2023
Reduced 12.22%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
3,809
shares
|
$507,968
0.02% of portfolio
|
Q3 2024
Reduced 12.19%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
3,808
shares
|
$507,834
0.25% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,806
shares
|
$507,568
0.03% of portfolio
|
Q2 2024
Reduced 29.82%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
3,806
shares
|
$507,568
0.33% of portfolio
|
Q4 2022
New holding
|