IJJ Institutional Ownership
iShares S&P Mid-Cap 400 Value ETF
1W: +0.0%
1M: -3.9%
3M: -4.4%
YTD: +5.6%
1Y: +8.5%
3Y: +46.9%
5Y: +45.6%
$140.52
+1.46 (+1.05%)
Weekly Expected Move ±1.5%
$136
$138
$140
$143
$145
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — IJJ
919
Institutional Holders
+21 vs prior quarter
0.0%
Ownership
+0.00pp
6B
Total Invested
77
New Positions
216
Increased
353
Reduced
37
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (967 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 4,088,134 | $574M | -6,718 | -0.2% | 86Q | SEC ↗ |
| 2 | MORGAN STANLEY | 3,991,007 | $561M | -49,737 | -1.2% | 60Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 3,517,335 | $494M | +79,608 | +2.3% | 99Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 2,383,455 | $335M | -19,113 | -0.8% | 15Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 2,237,277 | $314M | +42,650 | +1.9% | 76Q | SEC ↗ |
| 6 | UBS Group AG | 1,938,165 | $272M | -299,176 | -13.4% | 47Q | SEC ↗ |
| 7 | PNC Financial Services Group, Inc. | 1,391,097 | $195M | +40,759 | +3.0% | 15Q | SEC ↗ |
| 8 | D.A. DAVIDSON & CO. | 1,132,668 | $159M | +41,476 | +3.8% | 83Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 867,638 | $122M | -55,126 | -6.0% | 7Q | SEC ↗ |
| 10 | LPL Financial LLC | 768,548 | $108M | -3,665 | -0.5% | 54Q | SEC ↗ |
| 11 | Cullen/Frost Bankers, Inc. | 768,428 | $108M | -56,918 | -6.9% | 46Q | SEC ↗ |
| 12 | NORTHERN TRUST CORP | 674,681 | $95M | +2,453 | +0.4% | 102Q | SEC ↗ |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 635,321 | $89M | -3,939 | -0.6% | 75Q | SEC ↗ |
| 14 | Financial Engines Advisors L.L.C. | 609,138 | $86M | -16,192 | -2.6% | 31Q | SEC ↗ |
| 15 | AMERIPRISE FINANCIAL INC | 605,746 | $85M | +6,002 | +1.0% | 16Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 545,411 | $77M | -13,085 | -2.3% | 70Q | SEC ↗ |
| 17 | JPMORGAN CHASE & CO | 449,626 | $63M | +11,450 | +2.6% | 88Q | SEC ↗ |
| 18 | JONES FINANCIAL COMPANIES LLLP | 415,471 | $58M | +2,684 | +0.7% | 26Q | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 402,922 | $57M | -4,895 | -1.2% | 76Q | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 334,351 | $47M | -7,012 | -2.1% | 45Q | SEC ↗ |
| 21 | MAI Capital Management | 332,590 | $47M | +7,475 | +2.3% | 47Q | SEC ↗ |
| 22 | HighTower Advisors, LLC | 330,985 | $47M | -49,244 | -13.0% | 61Q | SEC ↗ |
| 23 | Evensky & Katz LLC | 329,371 | $46M | -5,812 | -1.7% | 82Q | SEC ↗ |
| 24 | MIDLAND WEALTH ADVISORS, LLC | 278,506 | $39M | -8,167 | -2.8% | 11Q | SEC ↗ |
| 25 | BOKF, NA | 269,482 | $38M | +495 | +0.2% | 20Q | SEC ↗ |
| 26 | World Investment Advisors | 265,442 | $37M | — | +0.0% | 23Q | SEC ↗ |
| 27 | Wilmington Savings Fund Society, FSB | 263,973 | $37M | -19,567 | -6.9% | 10Q | SEC ↗ |
| 28 | Cerity Partners LLC | 263,246 | $37M | -2,755 | -1.0% | 28Q | SEC ↗ |
| 29 | Lido Advisors, LLC | 262,650 | $37M | +86,055 | +48.7% | 38Q | SEC ↗ |
| 30 | Rehmann Capital Advisory Group | 250,706 | $35M | -1,552 | -0.6% | 26Q | SEC ↗ |
| 31 | Willis Johnson & Associates, Inc. | 232,221 | $33M | -2,219 | -0.9% | 23Q | SEC ↗ |
| 32 | COURIER CAPITAL LLC | 227,786 | $32M | +3,566 | +1.6% | 35Q | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 215,877 | $30M | -8,316 | -3.7% | 30Q | SEC ↗ |
| 34 | TRUIST FINANCIAL CORP | 209,578 | $29M | -11,404 | -5.2% | 53Q | SEC ↗ |
| 35 | COMMONWEALTH EQUITY SERVICES, LLC | 209,429 | $29M | -26,829 | -11.4% | 35Q | SEC ↗ |
| 36 | Creative Planning | 180,776 | $25M | -19,668 | -9.8% | 44Q | SEC ↗ |
| 37 | KEYBANK NATIONAL ASSOCIATION/OH | 173,265 | $24M | -5,977 | -3.3% | 99Q | SEC ↗ |
| 38 | Mariner, LLC | 171,395 | $24M | -2,840 | -1.6% | 47Q | SEC ↗ |
| 39 | BANK OF MONTREAL /CAN | 162,264 | $23M | -2,352 | -1.4% | 53Q | SEC ↗ |
| 40 | AlphaCore Capital LLC | 157,712 | $22M | -4,852 | -3.0% | 20Q | SEC ↗ |
| 41 | Sterling Financial Planning, Inc. | 156,530 | $22M | +2,645 | +1.7% | 23Q | SEC ↗ |
| 42 | FIFTH THIRD BANCORP | 150,705 | $21M | -5,102 | -3.3% | 26Q | SEC ↗ |
| 43 | Wealthspire Advisors, LLC | 138,688 | $19M | -50 | -0.0% | 23Q | SEC ↗ |
| 44 | Focus Partners Wealth | 125,147 | $18M | -6,368 | -4.8% | 11Q | SEC ↗ |
| 45 | OSAIC HOLDINGS, INC. | 124,686 | $18M | +16,272 | +15.0% | 26Q | SEC ↗ |
| 46 | Lutz Financial Services LLC | 118,338 | $17M | -492 | -0.4% | 35Q | SEC ↗ |
| 47 | MERCER GLOBAL ADVISORS INC /ADV | 115,387 | $16M | +8,917 | +8.4% | 29Q | SEC ↗ |
| 48 | Capital Advisors, Ltd. LLC | 110,998 | $16M | +371 | +0.3% | 51Q | SEC ↗ |
| 49 | Texas Yale Capital Corp. | 108,310 | $15M | -59 | -0.1% | 85Q | SEC ↗ |
| 50 | MONETA GROUP INVESTMENT ADVISORS LLC | 105,579 | $15M | +3,379 | +3.3% | 47Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 71,459 | $10M |
| Independence Financial Advisors, LL | 66,323 | $9M |
| Modern Wealth Management, LLC | 56,189 | $8M |
| TRUST CO OF VERMONT | 12,012 | $2M |
| Clear Creek Financial Management, L | 10,032 | $1M |
| Keystone Financial Group | 9,449 | $1M |
| Global Retirement Partners, LLC | 7,692 | $1M |
| Atria Investments, Inc | 6,343 | $891K |
| D. E. Shaw & Co., Inc. | 5,607 | $788K |
| IFG Advisory, LLC | 5,486 | $771K |
| Thomasville National Bank | 5,414 | $761K |
| J.W. COLE ADVISORS, INC. | 5,340 | $750K |
| Cannon Financial Strategists, Inc. | 5,302 | $745K |
| BROWN ADVISORY INC | 3,506 | $493K |
| Highland Investment Advisors LLC | 3,252 | $457K |
| TENET WEALTH PARTNERS, LLC | 2,972 | $418K |
| Savvy Advisors, Inc. | 2,465 | $346K |
| Pacific Excel Wealth Advisors, Inc. | 2,287 | $321K |
| Royal Fund Management, LLC | 2,270 | $319K |
| Wedmont Private Capital | 2,176 | $306K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SOL Capital Management CO | 42,689 | $6M |
| Cordatus Wealth Management LLC | 39,882 | $6M |
| CITADEL ADVISORS LLC | 29,018 | $4M |
| Gallagher Capital Advisors, LLC | 28,883 | $4M |
| M1 Capital Management LLC | 25,847 | $4M |
| Factorial Partners, LLC | 18,900 | $3M |
| Quadrant Private Wealth Management, | 13,714 | $2M |
| Shakespeare Wealth Management, LLC | 12,772 | $2M |
| TIAA TRUST, NATIONAL ASSOCIATION | 8,881 | $1M |
| JANE STREET GROUP, LLC | 6,696 | $941K |
| EVOKE WEALTH, LLC | 6,013 | $845K |
| GREAT LAKES ADVISORS, LLC | 5,418 | $761K |
| Niles Investment Management, LLC | 4,999 | $702K |
| Park Capital Management, LLC / WI | 4,859 | $683K |
| NUANCE INVESTMENTS, LLC | 4,639 | $652K |
| Bank Julius Baer & Co. Ltd, Zurich | 4,176 | $587K |
| Tower Research Capital LLC (TRC) | 3,890 | $547K |
| Calamos Advisors LLC | 3,864 | $543K |
| PFG Advisors | 3,461 | $486K |
| Boston Partners | 3,431 | $482K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Lido Advisors, LLC | +86,055 | +48.7% | 262,650 |
| WELLS FARGO & COMPANY/MN | +79,608 | +2.3% | 3,517,335 |
| Pathstone Holdings, LLC | +59,686 | +207.4% | 88,462 |
| ENVESTNET ASSET MANAGEMENT INC | +42,650 | +1.9% | 2,237,277 |
| D.A. DAVIDSON & CO. | +41,476 | +3.8% | 1,132,668 |
| PNC Financial Services Group, Inc. | +40,759 | +3.0% | 1,391,097 |
| Bluespring Wealth Management, LLC | +28,008 | +128.7% | 49,771 |
| Leeward Investments, LLC - MA | +21,370 | +793.8% | 24,062 |
| EP Wealth Advisors, LLC | +18,268 | +115.0% | 34,147 |
| MML INVESTORS SERVICES, LLC | +17,089 | +20.3% | 101,400 |
| THOMPSON SIEGEL & WALMSLEY LLC | +16,783 | +457.3% | 20,453 |
| OSAIC HOLDINGS, INC. | +16,272 | +15.0% | 124,686 |
| Turning Point Benefit Group, Inc. | +14,127 | +264.3% | 19,473 |
| JPMORGAN CHASE & CO | +11,450 | +2.6% | 449,626 |
| MERCER GLOBAL ADVISORS INC /ADV | +8,917 | +8.4% | 115,387 |
| Arax Advisory Partners | +7,534 | +141.1% | 12,873 |
| MAI Capital Management | +7,475 | +2.3% | 332,590 |
| MISSION WEALTH MANAGEMENT, LP | +7,373 | +134.0% | 12,874 |
| Columbia Bank | +6,682 | +31.3% | 28,042 |
| BlackRock, Inc. | +6,388 | +12.2% | 58,676 |