Who owns iShares S&P MidCap 400 Index?

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Analyze quarterly positions in iShares S&P MidCap 400 Index with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares S&P MidCap 400 Index stock

Who bought or sold iShares S&P MidCap 400 Index this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Raymond James & Associates 19M $1.1B 558% Mar 2024
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Bank of America Corporation 12M $3.3B 0% Dec 2023
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Wells Fargo & Company 9.9M $2.7B -2% Dec 2023
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Bank of New York Mellon 9.7M $2.7B 3% Dec 2023
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Jpmorgan Chase & Co 7.5M $2.1B -55% Dec 2023
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Regions Bank 7.4M $452M 400% Mar 2024
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Raymond James Financial Services Advisors 7.4M $450M 389% Mar 2024
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Catalyst Capital Advisors 7.3M $444M 367% Mar 2024
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Fifth Third Bancorp 5.3M $324M 390% Mar 2024
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Royal Bank of Canada 4.8M $1.3B 19% Dec 2023
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UBS Group 4.5M $1.2B 0% Dec 2023
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MEMBERS Trust 3.2M $197M 362% Mar 2024
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Pnc Financial Services 3.2M $880M -1% Dec 2023
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Municipal Employees' Retirement System of Michigan 2.9M $179M 291% Mar 2024
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Goldman Sachs Group 2.5M $699M 27% Dec 2023
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Mariner Wealth Advisors 2.3M $624M 4% Dec 2023
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Alaska Permanent Capital Management 2.2M $134M 444% Mar 2024
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First Command Advisory Services 2.2M $597M 1% Dec 2023
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Sigma Investment Counselors 2.0M $120M 402% Mar 2024
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State Treasurer State Of Michigan 2.0M $119M 377% Mar 2024
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Cahaba Wealth Management 1.7M $106M 421% Mar 2024
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Balyasny Asset Management 1.7M $480M 351% Dec 2023
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Branch Banking & Trust Company 1.7M $472M -2% Dec 2023
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Acropolis Investment Management 1.5M $92M 399% Mar 2024
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Farmers & Merchants Investment 1.5M $90M 412% Mar 2024
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Legacy Wealth Management 1.5M $90M 375% Mar 2024
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Millburn Ridgefield 1.5M $408M -6% Dec 2023
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Pathstone Holdings 1.4M $397M 100% Dec 2023
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Sontag Advisory 1.4M $375M 2% Dec 2023
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HighTower Advisors 1.4M $374M 1% Dec 2023
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First Hawaiian Bank 1.3M $81M 332% Mar 2024
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PFG Financial Advisors 1.3M $77M 404% Mar 2024
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Commonwealth Equity Services 1.2M $345M 1% Dec 2023
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Bank Of Montreal 1.2M $336M 0% Dec 2023
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Arkansas Financial 1.2M $72M 392% Mar 2024
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Leonard Rickey Investment Advisors P 1.2M $71M 402% Mar 2024
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AlTi Global 1.2M $322M 100% Dec 2023
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Planning Alternatives 1.2M $71M 399% Mar 2024
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Phillips Financial Management 1.2M $70M 383% Mar 2024
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Tarbox 1.1M $69M 409% Mar 2024
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Cambridge Investment Research Advisors 1.1M $67M 391% Mar 2024
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LVZ Advisors 1.1M $67M 125% Mar 2024
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HPM Partners 1.1M $172M 100% Dec 2023
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Stratos Wealth Partners 1.1M $66M 414% Mar 2024
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Massmutual Trust 1.1M $65M 353% Mar 2024
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RMR Wealth Builders 1.1M $64M 426% Mar 2024
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Creative Planning 1.1M $292M 7% Dec 2023
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Alesco Advisors 1.0M $285M 12% Dec 2023
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MCF Advisors 981k $60M 387% Mar 2024
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APCM Wealth Management for Individuals 971k $59M 451% Mar 2024
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Bangor Savings Bank 936k $57M 405% Mar 2024
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Ballentine Partners 910k $55M 400% Mar 2024
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Chicago Partners Investment 901k $52M 408% Mar 2024
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CWM 875k $53M 337% Mar 2024
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Us Bancorp 875k $243M 7% Dec 2023
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Circle Wealth Management 860k $238M 0% Dec 2023
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West Paces Advisors 813k $49M 409% Mar 2024
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Ckw Financial 807k $49M 416% Mar 2024
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Wealth Enhancement Advisory Services 757k $46M 483% Mar 2024
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Bank of Stockton Trust & Investment 748k $46M 398% Mar 2024
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BKD Wealth Advisors 728k $44M 395% Mar 2024
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Single Point Partners 713k $43M 409% Mar 2024
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Huntington National Bank 712k $197M 4% Dec 2023
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Truefg 710k $43M 402% Mar 2024
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MBL Wealth 701k $43M 403% Mar 2024
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Chesley, Taft & Associates 655k $40M 511% Mar 2024
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MAI Wealth Advisors 654k $181M 7% Dec 2023
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Franklin Resources 647k $179M 3% Dec 2023
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Harbor Group 646k $39M 417% Mar 2024
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Hanson McClain Advisors 641k $39M 376% Mar 2024
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Baird Financial 625k $173M 2% Dec 2023
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Capital Asset Advisory Services 615k $37M 433% Mar 2024
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Advisor Group Holdings 609k $169M -42% Dec 2023
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Stifel Financial 600k $166M -2% Dec 2023
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New England Professional Planning 590k $36M 400% Mar 2024
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Citizens Financial Group 570k $158M 1% Dec 2023
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CJM Wealth Advisers 557k $34M 406% Mar 2024
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Capital Investment Advisors 547k $33M 353% Mar 2024
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Putnam Fl Investment Management 539k $149M 29% Dec 2023
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First Financial Bankshares 523k $145M 100% Dec 2023
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R. M. Davis 521k $144M 5% Dec 2023
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Spire Wealth Management 511k $31M 401% Mar 2024
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Diversified Trust Company 510k $31M 396% Mar 2024
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Haverford Trust Company 498k $138M -1% Dec 2023
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Bridges Investment Management 492k $136M -5% Dec 2023
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Umb Bank N A 492k $136M -2% Dec 2023
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Bristlecone Advisors 487k $30M 463% Mar 2024
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Wealth Advisory Solutions 475k $29M 467% Mar 2024
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Greenleaf Trust 472k $131M -1% Dec 2023
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Fifth Third Wealth Advisors 466k $28M 868% Mar 2024
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Enterprise Bank & Trust 466k $28M 359% Mar 2024
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Mercer Global Advisors 464k $129M 214% Dec 2023
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Mesirow Financial Investment Management International Equity 463k $28M 100% Mar 2024
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Sandy Spring Bank 463k $128M 1% Dec 2023
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Charter Trust 449k $27M 412% Mar 2024
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Wiley Bros.-aintree Capital 449k $28M 863% Mar 2024
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Sand Hill Advisors 443k $123M 0% Dec 2023
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Tiaa Trust, National Association 430k $119M 2% Dec 2023
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CI Private Wealth 429k $119M 9% Dec 2023
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Nations Financial Group 428k $26M 412% Mar 2024
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Randolph Company 427k $26M 401% Mar 2024
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Raymond James Trust 425k $26M 443% Mar 2024
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One Day In July 406k $25M 366% Mar 2024
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Dynamic Advisors Solutions 397k $24M 409% Mar 2024
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Ashton Thomas Private Wealth 393k $24M 409% Mar 2024
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Verde Capital Management 381k $23M 405% Mar 2024
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Twele Capital Management 371k $23M 396% Mar 2024
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Fiduciary Trust Company 367k $102M 2% Dec 2023
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Rockefeller Capital Management 365k $101M 6% Dec 2023
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Natixis Asset Management Advisors 362k $22M 418% Mar 2024
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Global Retirement Partners 360k $22M 397% Mar 2024
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jvl associates 358k $22M 412% Mar 2024
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Trilogy Capital 353k $22M 405% Mar 2024
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Connecticut Wealth Management 353k $98M 4% Dec 2023
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West Financial Advisors 349k $21M 401% Mar 2024
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Altus Wealth Management 343k $21M 407% Mar 2024
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Catalyst Financial Partners 339k $19M 428% Mar 2024
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Iowa State Bank 334k $20M 405% Mar 2024
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Bank Of Oklahoma National Association / 333k $92M 3% Dec 2023
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Captrust Financial Advisors 330k $91M -1% Dec 2023
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Badgley Phelps Wealth Managers 329k $91M 9% Dec 2023
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Linscomb & Williams 323k $90M -5% Dec 2023
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BLB^B Advisors 321k $89M 8% Dec 2023
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DHJJ Financial Advisors 320k $19M 382% Mar 2024
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Whittier Trust 315k $87M -15% Dec 2023
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Courier Capital Corp 311k $19M 402% Mar 2024
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Bessemer 308k $86M 4% Dec 2023
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Chandler Asset Management 308k $85M 0% Dec 2023
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Tompkins Financial Corp 306k $19M 413% Mar 2024
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M^T Bank Corporation 301k $83M -2% Dec 2023
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Allspring Global Investments Holdings 296k $18M 396% Mar 2024
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Accredited Investors 294k $82M 57% Dec 2023
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Marietta Wealth Management 292k $18M 403% Mar 2024
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LYNCH & Associates 292k $18M 396% Mar 2024
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Charles Schwab Investment Management 291k $81M -6% Dec 2023
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Whitcomb & Hess 291k $18M 406% Mar 2024
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Leavell Investment Management 288k $18M 398% Mar 2024
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GenWealth Group 287k $18M 100% Mar 2024
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Steward Partners Investment Advisory 285k $79M 0% Dec 2023
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Cambridge Advisors 285k $17M 396% Mar 2024
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Lutz Financial Services 284k $79M 4% Dec 2023
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Wealthcare Advisory Partners 281k $17M 334% Mar 2024
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Ironwood Wealth Management 276k $17M 409% Mar 2024
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First Interstate Bank 271k $75M 25% Dec 2023
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Financial Management Network 261k $15M 409% Mar 2024
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Norris Perne & French 256k $16M 409% Mar 2024
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Milestone Group 254k $70M 2% Dec 2023
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Marino, Stram & Associates 253k $15M 407% Mar 2024
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Fundamentun 253k $15M 398% Mar 2024
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Janney Montgomery Scott 252k $70M -26% Dec 2023
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Tower Wealth Partners 252k $15M 404% Mar 2024
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Klingman & Associates 249k $69M 4% Dec 2023
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MainStreet Investment Advisors 246k $68M -7% Dec 2023
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Kestra Advisory Services 243k $67M 4% Dec 2023
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American Financial Advisors 241k $15M 390% Mar 2024
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MTC Wealth Management 239k $15M 377% Mar 2024
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Lee Financial 237k $66M -3% Dec 2023
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Harbour Trust & Investment Management 236k $14M 496% Mar 2024
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Beacon Financial Planning 233k $14M 393% Mar 2024
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Platt Investment Counsel 232k $14M 399% Mar 2024
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Cape Cod Five Cents Savings Bank 218k $60M -53% Dec 2023
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United Capital Financial Advisers 129k $36M -53% Dec 2023
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Horizon Investments 29k $8.1M -90% Dec 2023
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