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 $5.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
327,701
shares
|
$42.4 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
285,118
shares
|
$36.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 35.46%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
277,171
shares
|
$35.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
268,795
shares
|
$34.7 Million
0.15% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
258,810
shares
|
$33.5 Million
17.13% of portfolio
|
Q4 2022
Reduced 4.06%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
255,717
shares
|
$33.1 Million
0.17% of portfolio
|
Q2 2023
Reduced 0.88%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
237,634
shares
|
$30.7 Million
0.01% of portfolio
|
Q3 2024
Added 12420.23%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
234,299
shares
|
$30.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
233,639
shares
|
$30.2 Million
2.0% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
233,435
shares
|
$30.2 Million
0.06% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
216,575
shares
|
$28 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
215,989
shares
|
$27.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
177,809
shares
|
$23 Million
0.12% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
176,588
shares
|
$22.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
176,527
shares
|
$22.8 Million
2.05% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
169,900
shares
|
$22 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
162,686
shares
|
$21 Million
5.54% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
162,470
shares
|
$21 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
160,996
shares
|
$20.8 Million
1.76% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
159,739
shares
|
$20.6 Million
2.3% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
158,833
shares
|
$20.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
156,930
shares
|
$20.3 Million
4.96% of portfolio
|
Q3 2023
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
151,989
shares
|
$19.6 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
147,577
shares
|
$19.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
141,400
shares
|
$18.3 Million
2.87% of portfolio
|
Q3 2024
Added 0.46%
|