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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,869
shares
|
$249,249
0.0% of portfolio
|
Q3 2024
Added 921.31%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
1,864
shares
|
$248,583
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
1,864
shares
|
$248,583
0.0% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
1,860
shares
|
$248,049
0.11% of portfolio
|
Q2 2024
Added 5.68%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
1,857
shares
|
$247,649
0.01% of portfolio
|
Q3 2024
Reduced 32.15%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
1,857
shares
|
$247,649
0.01% of portfolio
|
Q2 2024
Reduced 11.4%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
1,837
shares
|
$244,982
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
1,834
shares
|
$244,582
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
1,825
shares
|
$243,382
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
1,825
shares
|
$243,382
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
1,814
shares
|
$241,915
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
1,803
shares
|
$240,448
0.02% of portfolio
|
Q3 2024
Reduced 69.15%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
1,800
shares
|
$240,048
0.02% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
1,800
shares
|
$240,048
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
1,800
shares
|
$240,048
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,799
shares
|
$239,914
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,787
shares
|
$238,314
0.01% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Holland Advisory Services, Inc.
|
Oct 18, 2024 Q3 2024 |
1,785
shares
|
$238,047
0.29% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,778
shares
|
$237,114
0.01% of portfolio
|
Q2 2024
Added 4.59%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,770
shares
|
$236,047
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
1,757
shares
|
$234,313
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
1,737
shares
|
$231,646
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
1,732
shares
|
$230,979
0.18% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 28, 2024 Q3 2024 |
1,729
shares
|
$230,579
0.1% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
1,728
shares
|
$230,446
0.13% of portfolio
|
Q3 2024
New holding
|