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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,415
shares
|
$188,704
0.0% of portfolio
|
Q3 2024
Reduced 99.72%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
1,405
shares
|
$187,370
0.07% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,367
shares
|
$182,303
0.0% of portfolio
|
Q1 2024
Reduced 10.01%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
1,352
shares
|
$180,302
0.01% of portfolio
|
Q2 2024
Added 56.84%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
1,342
shares
|
$178,969
0.17% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,329
shares
|
$177,235
0.0% of portfolio
|
Q1 2024
Added 3.5%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
1,305
shares
|
$174,034
0.02% of portfolio
|
Q4 2023
Reduced 22.55%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,293
shares
|
$172,434
0.04% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
1,248
shares
|
$166,433
0.01% of portfolio
|
Q3 2024
Added 131.97%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
1,230
shares
|
$164,032
0.0% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,230
shares
|
$164,032
0.03% of portfolio
|
Q2 2024
Reduced 34.5%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
1,215
shares
|
$162,032
0.08% of portfolio
|
Q4 2023
Reduced 18.89%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1,198
shares
|
$159,765
0.02% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,193
shares
|
$159,098
0.01% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
1,185
shares
|
$158,031
0.08% of portfolio
|
Q2 2021
Added 48.13%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,180
shares
|
$157,364
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
1,131
shares
|
$150,830
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,116
shares
|
$148,829
0.01% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
1,098
shares
|
$146,429
0.06% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,089
shares
|
$145,229
0.03% of portfolio
|
Q1 2024
Reduced 4.39%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
1,085
shares
|
$144,695
0.06% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,070
shares
|
$142,695
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
1,030
shares
|
$137,360
0.02% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
986
shares
|
$131,492
0.0% of portfolio
|
Q3 2022
Reduced 20.16%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
982
shares
|
$130,959
0.05% of portfolio
|
Q3 2024
Reduced 0.41%
|