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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
663
shares
|
$88,417
0.01% of portfolio
|
Q3 2024
Added 135.94%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
660
shares
|
$88,017
0.01% of portfolio
|
Q2 2021
Reduced 2.37%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
656
shares
|
$87,484
0.02% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
656
shares
|
$87,484
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
651
shares
|
$86,817
0.0% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
623
shares
|
$83,083
0.01% of portfolio
|
Q3 2023
Reduced 10.36%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
600
shares
|
$80,016
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
600
shares
|
$80,016
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
599
shares
|
$79,882
0.02% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
590
shares
|
$78,682
0.0% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
581
shares
|
$77,482
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
577
shares
|
$76,948
0.01% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
567
shares
|
$75,615
0.0% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
566
shares
|
$75,481
0.04% of portfolio
|
Q2 2022
Reduced 94.31%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
553
shares
|
$73,748
0.0% of portfolio
|
Q1 2024
Reduced 61.08%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
548
shares
|
$73,081
0.01% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
546
shares
|
$72,814
0.0% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
544
shares
|
$72,547
0.02% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
525
shares
|
$70,014
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
524
shares
|
$69,880
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
520
shares
|
$69,347
0.02% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
515
shares
|
$68,680
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
514
shares
|
$68,547
0.04% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
506
shares
|
$67,480
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
498
shares
|
$66,413
0.01% of portfolio
|
Q4 2020
New holding
|