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 |
|---|---|---|---|---|---|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
2,412
shares
|
$321,664
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
2,405
shares
|
$320,730
0.04% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
2,402
shares
|
$320,330
0.02% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
2,380
shares
|
$317,396
0.01% of portfolio
|
Q1 2023
Reduced 0.87%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
2,374
shares
|
$316,596
0.05% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
2,371
shares
|
$316,196
0.01% of portfolio
|
Q3 2024
Reduced 25.46%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
2,338
shares
|
$311,795
0.01% of portfolio
|
Q2 2024
Reduced 84.68%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
2,337
shares
|
$311,662
0.03% of portfolio
|
Q1 2024
Reduced 3.91%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,330
shares
|
$310,728
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,329
shares
|
$310,595
0.03% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,321
shares
|
$309,528
0.05% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
2,320
shares
|
$309,395
0.05% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
2,312
shares
|
$308,328
0.04% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
2,305
shares
|
$307,394
0.0% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
2,299
shares
|
$306,594
0.0% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,264
shares
|
$301,927
0.23% of portfolio
|
Q1 2023
Added 76.6%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,259
shares
|
$301,260
0.02% of portfolio
|
Q3 2024
Reduced 36.79%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 07, 2023 Q3 2023 |
2,258
shares
|
$301,126
0.27% of portfolio
|
Q4 2021
New holding
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
2,245
shares
|
$299,393
0.02% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
2,218
shares
|
$295,792
0.14% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
2,218
shares
|
$295,792
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
2,215
shares
|
$295,392
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,210
shares
|
$294,725
0.04% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
2,207
shares
|
$294,325
0.08% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,204
shares
|
$293,925
0.14% of portfolio
|
Q2 2024
Added 0.73%
|