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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
944
shares
|
$125,891
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
941
shares
|
$125,491
0.0% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
940
shares
|
$125,358
0.01% of portfolio
|
Q4 2023
Added 37.23%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
936
shares
|
$124,824
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
920
shares
|
$122,691
0.03% of portfolio
|
Q4 2023
Reduced 8.18%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
915
shares
|
$122,024
0.04% of portfolio
|
Q3 2024
Reduced 28.68%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
909
shares
|
$121,224
0.0% of portfolio
|
Q3 2024
Added 11.67%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
880
shares
|
$117,356
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
848
shares
|
$113,089
0.03% of portfolio
|
Q3 2024
Reduced 15.96%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
813
shares
|
$108,421
0.01% of portfolio
|
Q4 2023
Reduced 23.3%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
798
shares
|
$106,421
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
797
shares
|
$106,287
0.0% of portfolio
|
Q3 2022
Reduced 7.54%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
775
shares
|
$103,354
0.01% of portfolio
|
Q2 2024
Reduced 13.89%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
751
shares
|
$100,153
0.01% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
749
shares
|
$99,886
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
746
shares
|
$99,486
0.04% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
743
shares
|
$99,086
0.01% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
725
shares
|
$96,686
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
704
shares
|
$93,885
0.01% of portfolio
|
Q3 2024
Added 138.64%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
690
shares
|
$92,018
0.01% of portfolio
|
Q1 2024
Added 16.95%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
676
shares
|
$90,151
0.0% of portfolio
|
Q4 2023
Reduced 76.41%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
675
shares
|
$90,018
0.04% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
669
shares
|
$89,217
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
668
shares
|
$89,084
0.06% of portfolio
|
Q1 2024
Added 0.15%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
667
shares
|
$88,951
0.01% of portfolio
|
Q2 2023
Added 0.45%
|