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 |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
1,724
shares
|
$229,912
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
1,723
shares
|
$229,779
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
1,712
shares
|
$228,312
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,707
shares
|
$227,645
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
1,697
shares
|
$226,311
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
1,690
shares
|
$225,378
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
1,686
shares
|
$224,844
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
1,684
shares
|
$224,578
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,681
shares
|
$224,178
0.02% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
1,674
shares
|
$223,244
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
1,654
shares
|
$220,577
0.03% of portfolio
|
Q3 2024
Added 135.61%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
1,652
shares
|
$220,310
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
1,649
shares
|
$219,910
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
1,642
shares
|
$218,977
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,642
shares
|
$218,977
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
1,633
shares
|
$217,776
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,620
shares
|
$216,043
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
1,618
shares
|
$215,776
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
1,618
shares
|
$215,776
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,553
shares
|
$207,108
0.16% of portfolio
|
Q3 2024
Reduced 90.27%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
1,496
shares
|
$199,506
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,483
shares
|
$197,772
0.04% of portfolio
|
Q3 2023
Reduced 29.11%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,446
shares
|
$192,838
0.01% of portfolio
|
Q3 2024
Added 275.58%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
1,440
shares
|
$192,038
0.11% of portfolio
|
Q1 2022
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,422
shares
|
$189,637
0.01% of portfolio
|
Q3 2021
Added 66.51%
|