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 |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,019
shares
|
$396,394
0.0% of portfolio
|
Q2 2022
Reduced 1.39%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,000
shares
|
$393,900
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,999
shares
|
$393,768
0.05% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
2,978
shares
|
$391,011
0.05% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
2,964
shares
|
$389,173
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
2,961
shares
|
$388,779
0.13% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
2,938
shares
|
$385,759
0.19% of portfolio
|
Q4 2023
Reduced 44.13%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
2,925
shares
|
$384,052
0.1% of portfolio
|
Q3 2024
Reduced 17.84%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
2,922
shares
|
$383,658
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
2,872
shares
|
$377,093
0.04% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
2,850
shares
|
$374,205
0.07% of portfolio
|
Q1 2024
Reduced 12.04%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,847
shares
|
$373,811
0.02% of portfolio
|
Q2 2023
Reduced 7.2%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,841
shares
|
$373,023
0.04% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,825
shares
|
$370,922
0.01% of portfolio
|
Q2 2024
Reduced 12.54%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
2,806
shares
|
$368,427
0.02% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,790
shares
|
$366,327
0.02% of portfolio
|
Q1 2024
Added 2.95%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
2,789
shares
|
$366,195
0.0% of portfolio
|
Q3 2024
Reduced 47.5%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
2,786
shares
|
$365,801
0.07% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
2,761
shares
|
$362,519
0.21% of portfolio
|
Q1 2023
Reduced 5.25%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
2,758
shares
|
$362,125
0.02% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
2,750
shares
|
$361,075
0.05% of portfolio
|
Q3 2024
Reduced 12.25%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
2,704
shares
|
$355,035
0.0% of portfolio
|
Q3 2024
Added 14.04%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
2,696
shares
|
$353,984
0.02% of portfolio
|
Q3 2024
Reduced 11.92%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
2,688
shares
|
$352,934
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
2,670
shares
|
$350,571
0.08% of portfolio
|
Q4 2020
New holding
|