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 111M $6.9B 3% Dec 2024
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Bank of America Corporation 68M $4.2B 4% Dec 2024
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Bank of New York Mellon 52M $3.2B 8% Dec 2024
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Wells Fargo & Company 51M $3.2B 7% Dec 2024
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FMR 46M $2.9B 11% Dec 2024
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LPL Financial 43M $2.7B 3% Dec 2024
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Jpmorgan Chase & Co 39M $2.4B 2% Dec 2024
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Morgan Stanley 36M $2.2B 4% Dec 2024
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Raymond James Financial 36M $2.2B 100% Dec 2024
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Envestnet Asset Management 28M $1.8B 11% Dec 2024
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Royal Bank of Canada 26M $1.6B 20% Dec 2024
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BlackRock 25M $1.5B 14% Dec 2024
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UBS Group 24M $1.5B -4% Dec 2024
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Northern Trust 21M $1.3B 5% Dec 2024
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Goldman Sachs Group 17M $1.1B 59% Dec 2024
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Pnc Financial Services 17M $1.0B 0% Dec 2024
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Mariner Wealth Advisors 13M $799M 3% Dec 2024
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First Command Advisory Services 11M $676M 0% Dec 2024
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Acorns Advisers 11M $668M 2% Dec 2024
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Branch Banking & Trust Company 9.3M $582M 26% Dec 2024
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Keybank National Association 9.2M $576M 2% Dec 2024
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Ameriprise Financial 9.0M $559M -6% Dec 2024
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Financial Engines Advisors L.L.C 8.3M $516M -4% Dec 2024
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Catalyst Capital Advisors 8.1M $504M 6% Dec 2024
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Millburn Ridgefield 8.1M $504M 6% Dec 2024
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Sontag Advisory 7.6M $474M 6% Dec 2024
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HighTower Advisors 7.3M $457M 4% Dec 2024
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Regions Bank 7.2M $447M 0% Dec 2024
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Pathstone Holdings 7.0M $437M -1% Dec 2024
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AlTi Global 6.6M $414M 3% Dec 2024
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Bank Of Montreal 6.3M $395M 5% Dec 2024
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Commonwealth Equity Services 6.2M $389M 3% Dec 2024
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Alesco Advisors 5.3M $328M -1% Dec 2024
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Creative Planning 4.9M $308M -1% Dec 2024
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Fifth Third Bancorp 4.9M $308M -2% Dec 2024
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Us Bancorp 4.9M $306M 3% Dec 2024
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Northwestern Mutual Investment Management Company 4.9M $305M -7% Dec 2024
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MAI Wealth Advisors 4.7M $291M 12% Dec 2024
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Bridges Investment Management 4.3M $269M 3% Dec 2024
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Circle Wealth Management 4.3M $267M 0% Dec 2024
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Huntington National Bank 4.3M $267M 4% Dec 2024
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Starboard Value 4.0M $247M 100% Dec 2024
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HPM Partners 4.0M $247M 17% Dec 2024
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Cresset Asset Management 3.7M $230M 20% Dec 2024
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Balyasny Asset Management 3.6M $227M -42% Dec 2024
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Jones Financial Companies, L.L 3.6M $224M 17% Dec 2024
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Baird Financial 3.4M $211M 6% Dec 2024
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Wiley Bros.-aintree Capital 3.4M $214M 40% Dec 2024
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Franklin Resources 3.2M $202M -1% Dec 2024
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Valeo Financial Advisors 3.1M $196M 10% Dec 2024
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R. M. Davis 3.1M $192M 3% Dec 2024
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Citizens Financial Group 3.1M $191M 1% Dec 2024
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Mml Investors Services 2.9M $180M 6% Dec 2024
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Brian McDonald 2.9M $179M 2% Dec 2024
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Fil 2.8M $175M 84% Dec 2024
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Accredited Investors 2.7M $167M 17% Dec 2024
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First Financial Bankshares 2.6M $164M -1% Dec 2024
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Putnam Fl Investment Management 2.6M $164M -17% Dec 2024
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Cetera Investment Advisers 2.6M $160M 2% Dec 2024
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Stifel Financial 2.6M $159M -23% Dec 2024
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Haverford Trust Company 2.5M $158M 1% Dec 2024
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Sandy Spring Bank 2.5M $153M 0% Dec 2024
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CI Private Wealth 2.4M $150M -23% Dec 2024
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Umb Bank N A 2.3M $146M -2% Dec 2024
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Greenleaf Trust 2.3M $145M -3% Dec 2024
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Alaska Permanent Capital Management 2.3M $144M -1% Dec 2024
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Rockefeller Capital Management 2.3M $142M 26% Dec 2024
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MEMBERS Trust 2.3M $142B -1% Dec 2024
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Sand Hill Advisors 2.2M $137M 0% Dec 2024
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BLB^B Advisors 2.1M $131M 6% Dec 2024
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Bank Of Oklahoma National Association / 2.1M $128M 2% Dec 2024
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TD Asset Management 2.1M $128M 1% Dec 2024
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State Treasurer State Of Michigan 2.1M $128M 4% Dec 2024
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Sigma Investment Counselors 2.1M $128M 1% Dec 2024
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Connecticut Wealth Management 2.0M $128M 6% Dec 2024
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Municipal Employees' Retirement System of Michigan 2.0M $125M 0% Dec 2024
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Advisor Group Holdings 1.9M $116M -6% Dec 2024
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Fiduciary Trust Company 1.9M $116M 1% Dec 2024
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Cahaba Wealth Management 1.8M $115M 2% Dec 2024
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Wealth Enhancement Advisory Services 1.7M $109M 100% Dec 2024
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Whittier Trust 1.7M $107M 0% Dec 2024
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Captrust Financial Advisors 1.7M $103M -1% Dec 2024
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GAMMA Investing 1.6M $28M 6084% Mar 2025
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Steward Partners Investment Advisory 1.6M $99M 4% Dec 2024
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Badgley Phelps Wealth Managers 1.6M $99M 0% Dec 2024
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Acropolis Investment Management 1.6M $98M 0% Dec 2024
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Linscomb & Williams 1.6M $98M 1% Dec 2024
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M^T Bank Corporation 1.6M $97M 13% Dec 2024
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Colony 1.6M $98M 189% Dec 2024
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Ohio National Investments 1.5M $97M 100% Dec 2024
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Farmers & Merchants Investment 1.5M $96M 0% Dec 2024
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Wellspring Financial Advisors 1.5M $5.0M 1% Dec 2024
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Bnp Paribas Arbitrage, Snc 1.5M $94M 100% Dec 2024
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Bessemer 1.5M $93M 2% Dec 2024
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First Interstate Bank 1.5M $92M 2% Dec 2024
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Lutz Financial Services 1.4M $90M 0% Dec 2024
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Ensign Peak Advisors 1.4M $88M 26% Dec 2024
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Klingman & Associates 1.4M $86M 2% Dec 2024
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Kestra Advisory Services 1.4M $85M -6% Dec 2024
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Legacy Wealth Management 1.4M $85M -3% Dec 2024
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Milestone Group 1.3M $83M 1% Dec 2024
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Full Sail Capital 1.3M $81M 0% Dec 2024
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Lee Financial 1.3M $80M 0% Dec 2024
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PFG Financial Advisors 1.3M $80M 1% Dec 2024
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Sage Financial 1.3M $80M 2% Dec 2024
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State Street Corporation 1.3M $80M -10% Dec 2024
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Janney Montgomery Scott 1.3M $79M -4% Dec 2024
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Ally Invest Advisors 1.2M $78M 3% Dec 2024
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Chandler Asset Management 1.2M $78M -1% Dec 2024
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RMR Wealth Builders 1.2M $76M 6% Dec 2024
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Leonard Rickey Investment Advisors P 1.2M $76M 1% Dec 2024
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Tiaa Trust, National Association 1.2M $75M -1% Dec 2024
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Planning Alternatives 1.2M $74M 1% Dec 2024
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Equitable Holdings 1.2M $74M 5% Dec 2024
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Kuntz Lesher Capital 1.2M $72M 3% Dec 2024
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Ballentine Partners 1.1M $71M 7% Dec 2024
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DT Investment Partners 1.1M $71M 0% Dec 2024
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Goelzer Investment Management 1.1M $71M -4% Dec 2024
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Tarbox 1.1M $70M 100% Dec 2024
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Stratos Wealth Partners 1.1M $69M 1% Dec 2024
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Arkansas Financial 1.1M $69M -4% Dec 2024
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Moneta Group Investment Advisors 1.1M $69M 2% Dec 2024
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Streettalk Advisors 1.1M $69M 4% Dec 2024
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Private Advisor 1.1M $68M 7% Dec 2024
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Harbour Investments 1.1M $68M 6% Dec 2024
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LVZ Advisors 1.1M $67M -3% Dec 2024
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Ing Investment Management 1.1M $66M 30% Dec 2024
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Cambridge Investment Research Advisors 1.1M $66M 5% Dec 2024
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Bank of Nova Scotia 1.0M $65M 0% Dec 2024
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Integrated Wealth Concepts 1.0M $65M 1% Dec 2024
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Alliancebernstein 1.0M $65M 7% Dec 2024
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Cape Cod Five Cents Savings Bank 1.0M $64M 0% Dec 2024
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Capital Analysts 1.0M $63M 0% Dec 2024
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YCMNET Advisors 995k $62M -1% Dec 2024
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FTB Advisors 992k $62M 1% Dec 2024
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Whittier Trust Co. of Nevada 990k $62M 1% Dec 2024
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APCM Wealth Management for Individuals 965k $60M 6% Dec 2024
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Hartland & Co 964k $60M 1% Dec 2024
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Fifth Third Wealth Advisors 961k $56M 9% Mar 2025
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Demars Financial Group 959k $15M 5730% Dec 2024
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CWM 956k $60M 8% Dec 2024
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Horizon Investments 954k $60M 528% Dec 2024
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Bangor Savings Bank 953k $59M 1% Dec 2024
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MCF Advisors 946k $59M -8% Dec 2024
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ValMark Advisers 934k $58M -2% Dec 2024
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Pine Ridge Advisers 885k $55M 1% Dec 2024
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Mercer Global Advisors 882k $55M -64% Dec 2024
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Modera Wealth Management 880k $55M 6% Dec 2024
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Retirement Income Solutions 875k $55M 27% Dec 2024
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Chicago Partners Investment 874k $55M -5% Dec 2024
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Arrow Financial Corp. 866k $54M -2% Dec 2024
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Massmutual Trust 854k $53M -7% Dec 2024
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Phillips Financial Management 834k $52M -20% Dec 2024
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American Trust 748k $47M -26% Dec 2024
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Citigroup 549k $34M -48% Dec 2024
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International Assets Investment Management 29k $1.8M -98% Dec 2024
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