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 |
|---|---|---|---|---|---|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
498
shares
|
$66,413
0.03% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
490
shares
|
$65,346
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
474
shares
|
$63,212
0.05% of portfolio
|
Q3 2022
Reduced 41.77%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
470
shares
|
$62,679
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
468
shares
|
$62,412
0.02% of portfolio
|
Q2 2022
Added 53.85%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
465
shares
|
$62,012
0.0% of portfolio
|
Q4 2023
Reduced 48.16%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
465
shares
|
$62,012
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
463
shares
|
$61,745
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
462
shares
|
$61,612
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
400
shares
|
$53,344
0.02% of portfolio
|
Q4 2021
Reduced 29.33%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
396
shares
|
$52,810
0.03% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
360
shares
|
$48,009
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
352
shares
|
$46,942
0.01% of portfolio
|
Q1 2024
Reduced 34.45%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
338
shares
|
$45,075
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
338
shares
|
$45,075
0.0% of portfolio
|
Q3 2024
Added 94.25%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
330
shares
|
$44,008
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
326
shares
|
$43,475
0.0% of portfolio
|
Q4 2022
Added 0.31%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
304
shares
|
$40,541
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
300
shares
|
$40,008
0.01% of portfolio
|
Q2 2022
Reduced 14.53%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
289
shares
|
$38,541
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
284
shares
|
$37,874
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
277
shares
|
$36,940
0.0% of portfolio
|
Q1 2022
Reduced 50.54%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
268
shares
|
$35,740
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
266
shares
|
$35,473
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
262
shares
|
$34,940
0.01% of portfolio
|
Q2 2021
Reduced 99.02%
|