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 |
|---|---|---|---|---|---|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
2,670
shares
|
$356,071
0.08% of portfolio
|
Q4 2020
New holding
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
2,655
shares
|
$354,070
0.12% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,651
shares
|
$353,537
0.07% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,644
shares
|
$352,603
0.01% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
2,635
shares
|
$351,403
0.0% of portfolio
|
Q3 2024
Reduced 30.51%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
2,635
shares
|
$351,403
0.0% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
2,628
shares
|
$350,470
0.13% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,608
shares
|
$347,802
0.08% of portfolio
|
Q4 2023
Added 26.72%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
2,600
shares
|
$346,736
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
2,571
shares
|
$342,868
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
2,570
shares
|
$342,735
0.16% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
2,558
shares
|
$341,134
0.29% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
2,556
shares
|
$340,868
0.08% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
2,549
shares
|
$339,934
0.01% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
2,540
shares
|
$338,734
0.02% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
2,482
shares
|
$330,999
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
2,478
shares
|
$330,466
0.02% of portfolio
|
Q3 2023
Added 2.23%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,475
shares
|
$330,066
0.01% of portfolio
|
Q3 2024
Reduced 71.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
2,474
shares
|
$329,932
0.01% of portfolio
|
Q3 2024
Reduced 90.32%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,468
shares
|
$329,132
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,451
shares
|
$326,865
0.04% of portfolio
|
Q4 2022
Reduced 1.61%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
2,439
shares
|
$325,265
0.0% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
2,435
shares
|
$324,731
0.18% of portfolio
|
Q3 2024
Added 16.34%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
2,427
shares
|
$323,664
0.21% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
2,420
shares
|
$322,731
0.01% of portfolio
|
Q3 2024
Reduced 5.1%
|