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 813 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 |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
262
shares
|
$34,940
0.01% of portfolio
|
Q2 2021
Reduced 99.02%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
258
shares
|
$34,406
0.01% of portfolio
|
Q2 2024
Added 18.35%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
252
shares
|
$33,606
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
220
shares
|
$29,339
0.01% of portfolio
|
Q4 2020
Added 511.11%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
217
shares
|
$28,939
0.0% of portfolio
|
Q3 2021
Added 16.04%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
217
shares
|
$28,939
0.02% of portfolio
|
Q3 2024
Reduced 26.44%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
211
shares
|
$28,138
0.01% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
207
shares
|
$27,605
0.0% of portfolio
|
Q1 2022
Added 10.7%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
206
shares
|
$27,472
0.0% of portfolio
|
Q3 2024
Added 106.0%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
201
shares
|
$26,805
0.01% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
192
shares
|
$25,605
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
182
shares
|
$24,271
0.01% of portfolio
|
Q3 2024
Reduced 15.74%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
160
shares
|
$21,337
0.0% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
158
shares
|
$21,070
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
155
shares
|
$20,670
0.01% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
154
shares
|
$20,537
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
141
shares
|
$18,803
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
139
shares
|
$18,537
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
138
shares
|
$18,403
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
136
shares
|
$18,136
0.0% of portfolio
|
Q3 2024
Reduced 28.42%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
136
shares
|
$18,136
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
135
shares
|
$18,003
0.01% of portfolio
|
Q4 2021
Reduced 32.5%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
135
shares
|
$18,003
0.01% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
132
shares
|
$17,603
0.0% of portfolio
|
Q3 2024
Reduced 65.35%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
129
shares
|
$17,203
0.0% of portfolio
|
Q2 2024
New holding
|