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 $5.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,044
shares
|
$272,587
0.01% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
2,040
shares
|
$272,054
0.02% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,039
shares
|
$271,921
0.02% of portfolio
|
Q2 2024
Reduced 16.3%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
2,032
shares
|
$270,987
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
2,026
shares
|
$270,187
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,025
shares
|
$270,054
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
2,000
shares
|
$266,720
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
2,000
shares
|
$266,720
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,994
shares
|
$265,919
0.01% of portfolio
|
Q2 2024
Reduced 13.57%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
1,992
shares
|
$265,653
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Sunesis Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
1,977
shares
|
$263,652
0.15% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,970
shares
|
$262,719
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,961
shares
|
$261,518
0.0% of portfolio
|
Q3 2024
Reduced 20.02%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
1,953
shares
|
$260,452
0.06% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
1,948
shares
|
$259,785
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
1,945
shares
|
$259,385
0.1% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
1,940
shares
|
$258,718
0.01% of portfolio
|
Q3 2024
Reduced 18.83%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,940
shares
|
$258,718
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
1,940
shares
|
$258,718
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,921
shares
|
$256,184
0.02% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
1,919
shares
|
$255,917
0.0% of portfolio
|
Q3 2024
Reduced 70.53%
|
|
|
Allied Investment Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
1,909
shares
|
$254,584
0.05% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,888
shares
|
$251,783
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
1,873
shares
|
$249,783
0.05% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,872
shares
|
$249,649
0.01% of portfolio
|
Q3 2024
New holding
|