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 |
|---|---|---|---|---|---|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
136,739
shares
|
$18.2 Million
6.43% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
136,256
shares
|
$18.2 Million
0.02% of portfolio
|
Q3 2024
Added 18.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
131,503
shares
|
$17.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 21.01%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 07, 2024 Q3 2024 |
128,835
shares
|
$17.2 Million
4.71% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
123,380
shares
|
$16.5 Million
1.89% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
122,867
shares
|
$16.4 Million
1.23% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
121,311
shares
|
$16.2 Million
1.05% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
120,911
shares
|
$16.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
119,402
shares
|
$15.9 Million
1.51% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
115,982
shares
|
$15.5 Million
0.0% of portfolio
|
Q3 2024
Added 228.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
115,112
shares
|
$15.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 32.86%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
114,395
shares
|
$15.3 Million
0.62% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
113,524
shares
|
$15.1 Million
0.14% of portfolio
|
Q3 2024
Added 19.46%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
112,066
shares
|
$14.9 Million
2.24% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
110,884
shares
|
$14.8 Million
0.13% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
110,555
shares
|
$14.7 Million
0.03% of portfolio
|
Q3 2023
Reduced 11.32%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
109,813
shares
|
$14.6 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
107,895
shares
|
$14.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.99%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
105,050
shares
|
$14 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
103,964
shares
|
$13.9 Million
1.89% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
101,073
shares
|
$13.5 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
97,417
shares
|
$13 Million
2.4% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
96,551
shares
|
$12.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
94,010
shares
|
$12.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
90,830
shares
|
$12.1 Million
1.6% of portfolio
|
Q3 2024
Added 0.67%
|