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 |
|---|---|---|---|---|---|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
22,320
shares
|
$2.98 Million
0.2% of portfolio
|
Q3 2024
Added 32.11%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
22,314
shares
|
$2.98 Million
0.69% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
22,208
shares
|
$2.96 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
22,078
shares
|
$2.94 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
21,545
shares
|
$2.87 Million
0.04% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
21,503
shares
|
$2.87 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
21,232
shares
|
$2.83 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
20,388
shares
|
$2.72 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
20,228
shares
|
$2.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
20,064
shares
|
$2.68 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
19,965
shares
|
$2.66 Million
0.03% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
19,928
shares
|
$2.66 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
19,870
shares
|
$2.65 Million
0.26% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
19,846
shares
|
$2.65 Million
1.06% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
19,781
shares
|
$2.64 Million
0.74% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
19,538
shares
|
$2.61 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
19,469
shares
|
$2.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
18,978
shares
|
$2.53 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
18,956
shares
|
$2.53 Million
0.04% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
18,689
shares
|
$2.49 Million
0.66% of portfolio
|
Q3 2024
Reduced 49.73%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
18,304
shares
|
$2.44 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
17,974
shares
|
$2.4 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
17,480
shares
|
$2.33 Million
0.91% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
17,305
shares
|
$2.31 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
17,145
shares
|
$2.29 Million
0.35% of portfolio
|
Q4 2022
Reduced 50.0%
|