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
Northwestern Mutual Wealth Management Company 123M $8.0B 2% Sep 2025
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Bank of New York Mellon 56M $3.6B -7% Sep 2025
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Wells Fargo & Company 53M $3.4B 5% Sep 2025
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FMR 42M $2.7B 13% Sep 2025
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Raymond James Financial 39M $2.5B 0% Sep 2025
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Morgan Stanley 37M $2.3B 100% Jun 2025
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Envestnet Asset Management 35M $2.3B 0% Sep 2025
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Goldman Sachs Group 28M $1.8B 58% Sep 2025
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LPL Financial 28M $1.8B 7% Sep 2025
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BlackRock 25M $1.7B -1% Sep 2025
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Royal Bank of Canada 24M $1.5B -11% Sep 2025
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Northern Trust 23M $1.5B 2% Sep 2025
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UBS Group 23M $1.5B 3% Sep 2025
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Jpmorgan Chase & Co 16M $1.1B -46% Sep 2025
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Pnc Financial Services 16M $1.0B 0% Sep 2025
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First Command Advisory Services 15M $1.0B 0% Sep 2025
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Sontag Advisory 15M $974M 1% Sep 2025
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Mariner Wealth Advisors 14M $937M 3% Sep 2025
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Acorns Advisers 13M $856M 5% Sep 2025
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Northwestern Mutual Investment Management Company 10M $653M -3% Sep 2025
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Branch Banking & Trust Company 9.4M $615M 6% Sep 2025
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Keybank National Association 9.3M $607M 3% Sep 2025
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Ameriprise Financial 9.0M $585M -9% Sep 2025
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Financial Engines Advisors L.L.C 8.3M $542M -2% Sep 2025
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Catalyst Capital Advisors 7.8M $512M -7% Sep 2025
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Millburn Ridgefield 7.8M $512M -7% Sep 2025
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HighTower Advisors 7.8M $507M 4% Sep 2025
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Pathstone Holdings 7.0M $455M -1% Sep 2025
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Wiley Bros.-aintree Capital 6.5M $427M 18% Sep 2025
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Bank Of Montreal 6.5M $404M 100% Jun 2025
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Jones Financial Companies, L.L 6.1M $402M 12% Sep 2025
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Commonwealth Equity Services 5.8M $378M -4% Sep 2025
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Alesco Advisors 5.3M $349M -1% Sep 2025
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MAI Wealth Advisors 5.3M $347M 0% Sep 2025
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Starboard Value 5.3M $343M 0% Sep 2025
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Us Bancorp 5.2M $338M -1% Sep 2025
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HPM Partners 5.0M $326M 13% Sep 2025
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Creative Planning 4.8M $313M 0% Sep 2025
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Fifth Third Bancorp 4.7M $306M 0% Sep 2025
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Municipal Employees' Retirement System of Michigan 4.6M $297M 0% Sep 2025
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Bridges Investment Management 4.4M $290M -3% Sep 2025
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Huntington National Bank 4.4M $287M 1% Sep 2025
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Circle Wealth Management 4.2M $277M 0% Sep 2025
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Valeo Financial Advisors 3.7M $241M 2% Sep 2025
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CI Private Wealth 3.5M $225M -66% Sep 2025
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Baird Financial 3.5M $225M -1% Sep 2025
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Cetera Investment Advisers 3.4M $222M 32% Sep 2025
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R. M. Davis 3.2M $211M 1% Sep 2025
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Citizens Financial Group 3.2M $206M 1% Sep 2025
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Mml Investors Services 3.0M $198M -6% Sep 2025
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Franklin Resources 3.0M $197M -5% Sep 2025
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Advisor Group Holdings 2.9M $191M 25% Sep 2025
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Steward Partners Investment Advisory 2.9M $190M 141% Sep 2025
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First Financial Bankshares 2.8M $182M 2% Sep 2025
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Brian McDonald 2.8M $182M -1% Sep 2025
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Wealth Enhancement Advisory Services 2.6M $170M 0% Sep 2025
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Haverford Trust Company 2.6M $168M 0% Sep 2025
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Union Bankshares 2.5M $162M 0% Sep 2025
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Stifel Financial 2.4M $157M 2% Sep 2025
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Rockefeller Capital Management 2.4M $157M 3% Sep 2025
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BLB^B Advisors 2.3M $153M 6% Sep 2025
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Mercer Global Advisors 2.3M $150M 239% Sep 2025
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Alaska Permanent Capital Management 2.3M $150M -5% Sep 2025
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Greenleaf Trust 2.3M $148M -1% Sep 2025
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Sand Hill Advisors 2.3M $148M 0% Sep 2025
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Captrust Financial Advisors 2.2M $146M 1% Sep 2025
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MEMBERS Trust 2.2M $141M -1% Sep 2025
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Cresset Asset Management 2.1M $138M 0% Sep 2025
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Sigma Investment Counselors 2.1M $134M 0% Sep 2025
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Colony 2.0M $131M 6% Sep 2025
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Umb Bank N A 1.9M $125M -10% Sep 2025
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Connecticut Wealth Management 1.9M $123M -12% Sep 2025
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Cahaba Wealth Management 1.9M $122M 4% Sep 2025
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SWF 1.9M $122M 0% Sep 2025
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Fiduciary Trust Company 1.8M $120M -1% Sep 2025
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AlTi Global 1.8M $119M -30% Sep 2025
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Whittier Trust 1.8M $119M 2% Sep 2025
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Hamilton Capital Management 1.8M $111M 3% Jun 2025
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Farmers & Merchants Investment 1.8M $116M 2% Sep 2025
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Badgley Phelps Wealth Managers 1.7M $112M 1% Sep 2025
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Moneta Group Investment Advisors 1.7M $111M 4% Sep 2025
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Acropolis Investment Management 1.7M $105M 7% Sep 2025
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Bank Of Oklahoma National Association / 1.7M $110M -1% Sep 2025
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Accredited Investors 1.6M $108M -19% Sep 2025
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Putnam Fl Investment Management 1.6M $107M 5% Sep 2025
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Linscomb & Williams 1.6M $104M 0% Sep 2025
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Ohio National Investments 1.5M $98M -30% Sep 2025
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First Interstate Bank 1.5M $98M 0% Sep 2025
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Lutz Financial Services 1.5M $97M 2% Sep 2025
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Fil 1.5M $96M 57% Sep 2025
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RMR Wealth Builders 1.5M $95M 5% Sep 2025
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Klingman & Associates 1.4M $94M 3% Sep 2025
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M^T Bank Corporation 1.4M $94M -8% Sep 2025
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State Street Corporation 1.4M $93M -2% Sep 2025
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Chandler Asset Management 1.4M $92M 4% Sep 2025
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Bessemer 1.4M $92M 5% Sep 2025
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Legacy Wealth Management 1.4M $90M -1% Sep 2025
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Ally Invest Advisors 1.4M $90M 3% Sep 2025
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Sage Financial 1.4M $90M 4% Sep 2025
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Lee Financial 1.4M $89M 5% Sep 2025
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Wellspring Financial Advisors 1.3M $4.1M 0% Sep 2025
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Ing Investment Management 1.3M $84M 0% Sep 2025
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Full Sail Capital 1.3M $84M 1% Sep 2025
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State Treasurer State Of Michigan 1.3M $84M -5% Sep 2025
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Planning Alternatives 1.3M $83M 1% Sep 2025
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Harbour Investments 1.3M $83M 3% Sep 2025
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Milestone Group 1.3M $83M -3% Sep 2025
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Equitable Holdings 1.3M $82M 1% Sep 2025
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Kuntz Lesher Capital 1.2M $81M -1% Sep 2025
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Janney Montgomery Scott 1.2M $79M 3% Sep 2025
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Ballentine Partners 1.2M $76M 0% Sep 2025
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Whittier Trust Co. of Nevada 1.2M $76M 15% Sep 2025
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APCM Wealth Management for Individuals 1.1M $75M -2% Sep 2025
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Alliancebernstein 1.1M $75M 2% Sep 2025
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Leonard Rickey Investment Advisors P 1.1M $74M -2% Sep 2025
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Stratos Wealth Partners 1.1M $73M 3% Sep 2025
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Goelzer Investment Management 1.1M $72M -6% Sep 2025
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Tiaa Trust, National Association 1.1M $72M -5% Sep 2025
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Cambridge Investment Research Advisors 1.1M $71M 0% Sep 2025
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Tarbox 1.1M $71M -5% Sep 2025
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Coldstream Capital Management 1.1M $70M 1% Sep 2025
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Bank of Nova Scotia 1.0M $68M 0% Sep 2025
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Streettalk Advisors 1.0M $68M 5% Sep 2025
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YCMNET Advisors 1.0M $68M 1% Sep 2025
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Cape Cod Five Cents Savings Bank 1.0M $64M 0% Sep 2025
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Private Advisor 1.0M $67M -5% Sep 2025
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Arkansas Financial 1.0M $68M -7% Sep 2025
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MCF Advisors 997k $65M -1% Sep 2025
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Bangor Savings Bank 988k $65M 1% Sep 2025
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Zions Bancorporation, National Association 986k $64M 0% Sep 2025
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Congress Wealth Management LLC / DE / 969k $60M 21% Jun 2025
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FTB Advisors 952k $59M -2% Jun 2025
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Hartland & Co 945k $62M 1% Sep 2025
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Manufacturers Life Insurance Company 932k $61M 100% Sep 2025
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Axxcess Wealth Management 927k $61M 8% Sep 2025
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Lido Advisors 927k $61M 116% Sep 2025
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ValMark Advisers 920k $60M 0% Sep 2025
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Ckw Financial 907k $59M 6% Sep 2025
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Chicago Partners Investment 906k $60M 1% Sep 2025
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Crewe Advisors 902k $59M 3% Sep 2025
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Warren Averett Asset Management 901k $59M 1% Sep 2025
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Pine Ridge Advisers 899k $59M 0% Sep 2025
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Charter Capital Management 867k $57M 1% Sep 2025
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Arrow Financial Corp. 866k $57M -1% Sep 2025
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Kestra Advisory Services 853k $56M 5% Sep 2025
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West Paces Advisors 853k $56M -1% Sep 2025
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Fifth Third Wealth Advisors 847k $55M 0% Sep 2025
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Private Wealth Asset Management 838k $55M 1% Sep 2025
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Capital Asset Advisory Services 836k $55M 8% Sep 2025
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MBL Wealth 832k $54M 1% Sep 2025
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Modera Wealth Management 821k $54M -2% Sep 2025
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PFG Financial Advisors 668k $44M -43% Sep 2025
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Bnp Paribas Arbitrage, Snc 530k $35M -64% Sep 2025
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LVZ Advisors 79k $5.2M -93% Sep 2025
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Who sold out of iShares S&P MidCap 400 Index?

Fund or Company Name Date Sold Shares Held Valued At
Regions Bank Jun 2025 9.1M $565M
Provida Pension Fund Administrator Jun 2025 1.2M $78M
Squarepoint Ops Jun 2025 837k $52M