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 |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
3,329
shares
|
$437,097
0.01% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,326
shares
|
$436,703
0.15% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
3,319
shares
|
$435,784
0.01% of portfolio
|
Q3 2024
Reduced 44.55%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
3,316
shares
|
$435,390
0.02% of portfolio
|
Q2 2024
Added 15.5%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
3,299
shares
|
$433,158
0.05% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
3,285
shares
|
$431,320
0.03% of portfolio
|
Q2 2024
Reduced 4.64%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
3,264
shares
|
$428,563
0.04% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3,245
shares
|
$426,068
0.03% of portfolio
|
Q2 2024
Reduced 21.01%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
3,236
shares
|
$424,886
0.01% of portfolio
|
Q2 2024
Reduced 8.35%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
3,221
shares
|
$422,917
0.31% of portfolio
|
Q4 2022
Reduced 12.57%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
3,202
shares
|
$420,422
0.05% of portfolio
|
Q2 2023
Reduced 0.44%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
3,198
shares
|
$419,897
0.1% of portfolio
|
Q2 2022
Reduced 7.79%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
3,184
shares
|
$418,059
0.0% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
3,184
shares
|
$418,059
0.17% of portfolio
|
Q4 2023
Reduced 22.98%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
3,180
shares
|
$417,534
0.04% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,175
shares
|
$416,877
0.05% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
3,174
shares
|
$416,746
0.06% of portfolio
|
Q2 2022
Reduced 59.23%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
3,172
shares
|
$416,483
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
3,162
shares
|
$415,170
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
3,121
shares
|
$409,787
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
3,100
shares
|
$407,030
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
3,091
shares
|
$405,848
0.06% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
3,072
shares
|
$403,353
0.03% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
3,050
shares
|
$400,465
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
3,028
shares
|
$397,576
0.11% of portfolio
|
Q3 2024
New holding
|