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 |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,195
shares
|
$292,725
0.01% of portfolio
|
Q3 2024
Reduced 56.83%
|
|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
2,160
shares
|
$288,057
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
2,155
shares
|
$287,390
0.1% of portfolio
|
Q3 2024
Reduced 44.88%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 14, 2024 Q3 2024 |
2,151
shares
|
$286,857
0.17% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
2,150
shares
|
$286,724
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,149
shares
|
$286,590
0.06% of portfolio
|
Q1 2024
Added 15.41%
|
|
|
Ims Capital Management
|
Aug 21, 2024 Q2 2024 |
2,146
shares
|
$286,190
0.11% of portfolio
|
Q2 2023
Reduced 11.69%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
2,146
shares
|
$286,190
0.0% of portfolio
|
Q3 2024
Reduced 16.07%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
2,142
shares
|
$285,657
0.05% of portfolio
|
Q3 2023
Reduced 19.02%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
2,142
shares
|
$285,657
0.0% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,130
shares
|
$284,056
0.02% of portfolio
|
Q3 2024
Reduced 20.7%
|
|
|
First County Bank /Ct/
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,125
shares
|
$283,390
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
2,116
shares
|
$282,189
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,113
shares
|
$281,789
0.03% of portfolio
|
Q2 2024
Reduced 63.1%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
2,111
shares
|
$281,522
0.01% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
2,098
shares
|
$279,789
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,095
shares
|
$279,389
0.02% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
2,090
shares
|
$278,722
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,087
shares
|
$278,322
0.01% of portfolio
|
Q3 2023
Reduced 7.91%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,068
shares
|
$275,788
0.04% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,060
shares
|
$274,721
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
2,055
shares
|
$274,054
0.02% of portfolio
|
Q3 2024
Added 53.59%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
2,054
shares
|
$273,921
0.03% of portfolio
|
Q2 2024
Reduced 63.34%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
2,053
shares
|
$273,788
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
2,053
shares
|
$273,788
0.03% of portfolio
|
Q2 2024
Added 6.1%
|