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 $5.28 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
36,302
shares
|
$4.69 Million
1.56% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
35,962
shares
|
$4.65 Million
0.69% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
35,507
shares
|
$4.59 Million
0.52% of portfolio
|
Q3 2024
Added 0.07%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
35,298
shares
|
$4.56 Million
0.37% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
34,952
shares
|
$4.52 Million
2.09% of portfolio
|
Q3 2024
Reduced 29.41%
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
34,693
shares
|
$4.48 Million
0.24% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
34,631
shares
|
$4.48 Million
0.11% of portfolio
|
Q4 2023
Reduced 0.88%
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
34,520
shares
|
$4.46 Million
2.08% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
34,269
shares
|
$4.43 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
33,796
shares
|
$4.37 Million
3.07% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
33,780
shares
|
$4.37 Million
0.05% of portfolio
|
Q3 2024
Added 95.62%
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
33,775
shares
|
$4.37 Million
0.21% of portfolio
|
Q3 2024
Reduced 14.43%
|
|
Ltg Capital LLC
|
Nov 01, 2024 Q3 2024 |
33,414
shares
|
$4.32 Million
3.73% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
33,315
shares
|
$4.31 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
33,226
shares
|
$4.29 Million
0.13% of portfolio
|
Q3 2024
Reduced 17.97%
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
33,051
shares
|
$4.27 Million
0.45% of portfolio
|
Q3 2024
Added 0.15%
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
32,940
shares
|
$4.26 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
32,831
shares
|
$4.24 Million
0.56% of portfolio
|
Q3 2024
Added 4.15%
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
32,146
shares
|
$4.15 Million
0.91% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
32,105
shares
|
$4.15 Million
0.15% of portfolio
|
Q2 2024
Reduced 40.2%
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
31,119
shares
|
$4.02 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
31,078
shares
|
$4.02 Million
0.38% of portfolio
|
Q3 2024
Added 4.31%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
30,894
shares
|
$3.99 Million
1.27% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
30,638
shares
|
$3.96 Million
2.79% of portfolio
|
Q3 2024
Reduced 14.27%
|
|
Factorial Partners, LLC
|
Nov 08, 2024 Q3 2024 |
30,500
shares
|
$3.94 Million
2.41% of portfolio
|
Q4 2023
Added 4.1%
|