Who owns iShares S&P MidCap 400 Value Index?
- Ticker: IJJ
- CUSIP Number: 464287705
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P MidCap 400 Value 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 Value Index stock
Who bought or sold iShares S&P MidCap 400 Value Index this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wells Fargo & Company | 3.8M | $435M | -5% | Dec 2023 |
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| Bank of America Corporation | 2.2M | $253M | -2% | Dec 2023 |
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| UBS Group | 2.0M | $224M | 3% | Dec 2023 |
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| Pnc Financial Services | 1.3M | $148M | -5% | Dec 2023 |
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| D.A. Davidson & Co. | 857k | $98M | -2% | Dec 2023 |
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| Raymond James & Associates | 693k | $82M | -2% | Mar 2024 |
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| Evensky & Katz | 606k | $72M | 1% | Mar 2024 |
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| Cullen Frost Bankers | 572k | $65M | 17% | Dec 2023 |
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| Midland Wealth Advisors | 564k | $64M | 100% | Dec 2023 |
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| Bank of New York Mellon | 503k | $60M | -14% | Mar 2024 |
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| Royal Bank of Canada | 479k | $55M | 2% | Dec 2023 |
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| Willis Johnson & Associates | 415k | $49M | 2% | Mar 2024 |
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| G. W. Henssler & Associates | 400k | $46M | -1% | Dec 2023 |
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| Jpmorgan Chase & Co | 391k | $45M | 29% | Dec 2023 |
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| Baird Financial | 364k | $42M | 2% | Dec 2023 |
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| MAI Wealth Advisors | 350k | $40M | -1% | Dec 2023 |
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| Bank Of Oklahoma National Association / | 334k | $38M | 0% | Dec 2023 |
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| Branch Banking & Trust Company | 309k | $35M | -5% | Dec 2023 |
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| Commonwealth Equity Services | 284k | $32M | 9% | Dec 2023 |
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| Creative Planning | 270k | $31M | -2% | Dec 2023 |
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| HighTower Advisors | 261k | $30M | 33% | Dec 2023 |
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| Cambridge Investment Research Advisors | 257k | $30M | 145% | Mar 2024 |
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| Pathstone Holdings | 254k | $29M | 100% | Dec 2023 |
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| Duff & Phelps Investment Management | 241k | $28M | 1% | Dec 2023 |
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| HPM Partners | 237k | $27M | -2% | Dec 2023 |
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| Mesirow Financial Investment Management International Equity | 222k | $26M | 100% | Mar 2024 |
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| Courier Capital Corp | 216k | $26M | 1% | Mar 2024 |
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| Rockefeller Capital Management | 205k | $23M | 4% | Dec 2023 |
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| Northern Oak Capital Management | 204k | $23M | -6% | Dec 2023 |
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| Advisor Group Holdings | 192k | $22M | -32% | Dec 2023 |
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| Bank Of Montreal | 190k | $22M | 9% | Dec 2023 |
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| SRS Capital Advisors | 185k | $21M | -2% | Dec 2023 |
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| Salomon & Ludwin | 183k | $18M | 0% | Dec 2023 |
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| Wealth Advisory Solutions | 174k | $21M | 13% | Mar 2024 |
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| Lido Advisors | 172k | $20M | 1% | Dec 2023 |
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| Mariner Wealth Advisors | 169k | $19M | 2% | Dec 2023 |
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| SPC Financial | 164k | $19M | -2% | Dec 2023 |
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| Raymond James Financial Services Advisors | 153k | $18M | -3% | Mar 2024 |
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| Jmac Enterprises | 139k | $16M | 2% | Dec 2023 |
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| Stifel Financial | 134k | $15M | -3% | Dec 2023 |
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| Sterling Financial Planning | 128k | $15M | 2% | Dec 2023 |
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| Lutz Financial Services | 128k | $15M | -1% | Dec 2023 |
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| Capital Advisors | 128k | $15M | 0% | Mar 2024 |
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| First Merchants Bank, National Association | 127k | $15M | -14% | Mar 2024 |
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| M^T Bank Corporation | 118k | $13M | -15% | Dec 2023 |
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| GHP Investment Advisors | 111k | $13M | -1% | Mar 2024 |
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| Ellis Investment Partners | 109k | $13M | -2% | Mar 2024 |
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| Blue Edge Capital | 108k | $12M | 1% | Dec 2023 |
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| ETF Portfolio Partners | 105k | $12M | 1% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 103k | $12M | -5% | Mar 2024 |
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| Kestra Advisory Services | 100k | $11M | 23% | Dec 2023 |
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| Steward Partners Investment Advisory | 100k | $11M | -4% | Dec 2023 |
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| Envestnet Portfolio Solutions | 96k | $11M | 100% | Dec 2023 |
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| First Heartland Consultants | 92k | $11M | 16% | Dec 2023 |
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| Flaharty Asset Management | 90k | $10M | 0% | Dec 2023 |
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| Alesco Advisors | 90k | $10M | -61% | Dec 2023 |
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| Cassaday & Co Wealth Management | 88k | $10M | 27% | Dec 2023 |
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| Us Bancorp | 82k | $9.4M | -11% | Dec 2023 |
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| Sontag Advisory | 82k | $9.3M | -2% | Dec 2023 |
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| Nations Financial Group | 82k | $9.6M | -3% | Mar 2024 |
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| Fifth Third Bancorp | 81k | $9.6M | -2% | Mar 2024 |
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| Natixis Asset Management Advisors | 75k | $8.9M | -1% | Mar 2024 |
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| Betterment | 75k | $8.6M | 13% | Dec 2023 |
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| Atria Wealth Solutions | 75k | $8.6M | 2% | Dec 2023 |
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| Greenup Street Wealth Management | 72k | $8.3M | 4% | Dec 2023 |
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| CI Private Wealth | 72k | $8.2M | 104% | Dec 2023 |
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| Wintrust Financial Corporation | 71k | $8.1M | -2% | Dec 2023 |
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| Omega Financial Group | 69k | $8.2M | 4% | Mar 2024 |
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| Ullmann Financial | 68k | $7.8M | -14% | Dec 2023 |
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| Mercer Global Advisors | 64k | $7.3M | -4% | Dec 2023 |
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| Chilton Investment | 63k | $7.2M | 0% | Dec 2023 |
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| Greenleaf Trust | 62k | $7.0M | 16% | Dec 2023 |
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| Captrust Financial Advisors | 61k | $7.0M | 11% | Dec 2023 |
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| Moneta Group Investment Advisors | 60k | $6.9M | 2% | Dec 2023 |
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| One Capital Management | 59k | $6.7M | 12% | Dec 2023 |
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| First Hawaiian Bank | 59k | $7.0M | -16% | Mar 2024 |
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| LMG Wealth Partners | 58k | $6.6M | 0% | Dec 2023 |
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| Associated Banc- | 56k | $6.4M | 26% | Dec 2023 |
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| Prospera Financial Services | 56k | $6.3M | 238% | Dec 2023 |
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| Etfidea | 55k | $6.3M | 8% | Dec 2023 |
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| Regions Bank | 54k | $6.4M | -2% | Mar 2024 |
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| IFP Advisors | 54k | $6.1M | 1784% | Dec 2023 |
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| Wsfs Capital Management | 54k | $6.1M | -10% | Dec 2023 |
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| Oldfather Financial Services | 52k | $6.1M | 2% | Mar 2024 |
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| Asset Dedication | 51k | $6.0M | -9% | Mar 2024 |
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| Becker Capital Management | 49k | $5.6M | 0% | Dec 2023 |
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| First Citizens Financial Corp | 49k | $5.5M | -4% | Dec 2023 |
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| SJA Financial Advisory | 47k | $5.3M | 2% | Dec 2023 |
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| Ironwood Wealth Management | 46k | $5.5M | 0% | Mar 2024 |
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| Lincoln National | 46k | $5.2M | 100% | Dec 2023 |
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| Hudson Capital Management | 45k | $5.3M | -4% | Mar 2024 |
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| Pittenger & Anderson | 44k | $5.1M | 0% | Dec 2023 |
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| NorthCrest Asset Manangement | 44k | $5.2M | -2% | Mar 2024 |
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| Foundation Wealth Management | 43k | $5.0M | 2% | Dec 2023 |
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| Ifrah Financial Services | 43k | $4.9M | -2% | Dec 2023 |
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| Campion Asset Management | 43k | $4.9M | -6% | Dec 2023 |
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| Journey Advisory Group | 43k | $4.9M | 2% | Dec 2023 |
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| Chas. P. Smith & Associates, PA, CPA's | 42k | $4.9M | -2% | Mar 2024 |
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| Janney Montgomery Scott | 41k | $4.7M | -33% | Dec 2023 |
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| Private Advisor | 41k | $4.7M | 0% | Dec 2023 |
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| JNBA Financial Advisors | 41k | $4.9M | -4% | Mar 2024 |
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| GW & Wade | 41k | $4.7M | 5% | Dec 2023 |
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| BKM Wealth Management | 41k | $4.8M | 4% | Mar 2024 |
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| Huntington National Bank | 41k | $4.6M | -5% | Dec 2023 |
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| Idaho Trust Bank | 41k | $4.6M | 38% | Dec 2023 |
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| Signature Estate and Investment Advisors | 39k | $4.5M | -4% | Dec 2023 |
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| King Wealth Management | 39k | $4.5M | -2% | Dec 2023 |
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| Centerpoint Advisors | 39k | $4.4M | -2% | Dec 2023 |
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| Goelzer Investment Management | 38k | $4.3M | -3% | Dec 2023 |
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| Sierra Capital | 37k | $4.2M | 1% | Dec 2023 |
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| Bank of Stockton Trust & Investment | 37k | $4.3M | -2% | Mar 2024 |
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| Bleakley Financial Group | 35k | $3.9M | -1% | Dec 2023 |
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| Sawtooth Asset Management | 35k | $3.9M | -1% | Dec 2023 |
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| Simplicity Wealth | 35k | $4.1M | 100% | Mar 2024 |
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| Coldstream Capital Management | 34k | $3.8M | -6% | Dec 2023 |
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| SOL Capital Management | 33k | $3.9M | -3% | Mar 2024 |
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| Cozad Asset Management | 33k | $3.8M | 3% | Dec 2023 |
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| LTG Capital | 33k | $3.8M | -2% | Dec 2023 |
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| Cranbrook Wealth Management | 33k | $3.9M | -2% | Mar 2024 |
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| Citadel Advisors | 32k | $3.6M | 251% | Dec 2023 |
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| Glass Jacobson Investment Advisors | 31k | $3.7M | 0% | Mar 2024 |
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| Financial Counselors | 31k | $3.5M | 1% | Dec 2023 |
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| Goldman Sachs Group | 31k | $3.5M | 7% | Dec 2023 |
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| JFS Wealth Advisors | 30k | $3.5M | 34% | Dec 2023 |
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| Nikulski Financial | 30k | $3.6M | -1% | Mar 2024 |
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| Modera Wealth Management | 28k | $3.2M | 0% | Dec 2023 |
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| MEMBERS Trust | 28k | $3.3M | -7% | Mar 2024 |
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| SNS Financial | 28k | $3.3M | -18% | Mar 2024 |
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| Trail Ridge Investment Advisors | 28k | $3.1M | 0% | Dec 2023 |
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| BCJ Capital Management | 27k | $3.1M | 100% | Dec 2023 |
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| Patriot Financial Group Insurance Agency | 27k | $3.1M | 4% | Dec 2023 |
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| Vance Wealth | 27k | $3.1M | -18% | Dec 2023 |
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| Prosperity Planning | 27k | $3.2M | 0% | Mar 2024 |
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| Soltis Investment Advisors | 27k | $3.1M | -6% | Dec 2023 |
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| BlueChip Wealth Advisors | 27k | $3.0M | 100% | Dec 2023 |
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| Neumann Capital Management | 26k | $2.9M | 1% | Dec 2023 |
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| Ashton Thomas Private Wealth | 26k | $3.0M | 1% | Mar 2024 |
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| McElhenny Sheffield Capital Management | 26k | $2.9M | -3% | Mar 2024 |
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| Smith Shellnut Wilson | 24k | $2.8M | -2% | Dec 2023 |
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| Pensionmark Financial Group | 24k | $2.7M | -87% | Dec 2023 |
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| Fifth Third Wealth Advisors | 24k | $2.8M | 100% | Mar 2024 |
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| Umb Bank N A | 24k | $2.8M | -3% | Mar 2024 |
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| Whittier Trust Co. of Nevada | 23k | $2.7M | 0% | Dec 2023 |
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| LVZ Advisors | 23k | $2.7M | -11% | Mar 2024 |
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| Commerce Bank N A | 23k | $2.6M | 0% | Dec 2023 |
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| Quadrant Private Wealth Management | 22k | $2.5M | 100% | Dec 2023 |
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| Kingsview Wealth Management | 22k | $2.5M | 0% | Dec 2023 |
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| Oxler Private Wealth | 22k | $2.6M | -2% | Mar 2024 |
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| Hanson McClain Advisors | 22k | $2.6M | -7% | Mar 2024 |
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| Pinnacle Financial Partners | 21k | $2.4M | 3% | Dec 2023 |
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| Milestone Asset Management | 21k | $2.4M | 100% | Mar 2024 |
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| Stokes Family Office | 20k | $2.3M | -5% | Dec 2023 |
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| Phillips Financial Management | 20k | $2.3M | -11% | Mar 2024 |
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| AE Wealth Management | 20k | $2.2M | -20% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 19k | $2.2M | -9% | Dec 2023 |
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| H D Vest Advisory Services | 18k | $2.0M | -39% | Dec 2023 |
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| Sigma Planning | 11k | $1.3M | -60% | Dec 2023 |
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| Cosner Financial Group | 2.2k | $249k | -96% | Dec 2023 |
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Who sold out of iShares S&P MidCap 400 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| GUNN & Co INVESTMENT MANAGEMENT | Dec 2023 | 42k | $4.8M |
| Flow Traders US | Sep 2023 | 26k | $2.6M |