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 125M $8.2B 2% Dec 2025
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Bank of New York Mellon 59M $3.9B 5% Dec 2025
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Wells Fargo & Company 52M $3.5B 0% Dec 2025
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FMR 42M $2.7B 13% Sep 2025
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Raymond James Financial 36M $2.4B -7% Dec 2025
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Envestnet Asset Management 34M $2.3B -1% Dec 2025
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LPL Financial 29M $1.9B 5% Dec 2025
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Goldman Sachs Group 27M $1.8B -5% Dec 2025
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BlackRock 27M $1.8B 5% Dec 2025
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Royal Bank of Canada 24M $1.5B -11% Sep 2025
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Northern Trust 24M $1.5B 1% Dec 2025
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UBS Group 23M $1.5B 0% Dec 2025
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Jpmorgan Chase & Co 16M $1.1B 100% Sep 2025
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First Command Advisory Services 16M $1.0B 1% Dec 2025
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Pnc Financial Services 16M $1.0B 0% Dec 2025
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Mariner Wealth Advisors 15M $993M 5% Dec 2025
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Acorns Advisers 14M $901M 4% Dec 2025
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Northwestern Mutual Investment Management Company 11M $739M 12% Dec 2025
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Regions Bank 10M $658M 100% Dec 2025
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Branch Banking & Trust Company 9.3M $612M -2% Dec 2025
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Keybank National Association 9.1M $598M -3% Dec 2025
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Ameriprise Financial 8.9M $587M -1% Dec 2025
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Financial Engines Advisors L.L.C 8.2M $543M -1% Dec 2025
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HighTower Advisors 7.9M $520M 1% Dec 2025
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Millburn Ridgefield 7.8M $514M -1% Dec 2025
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Catalyst Capital Advisors 7.8M $514M -1% Dec 2025
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Sontag Advisory 7.6M $504M -49% Dec 2025
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Pathstone Holdings 7.0M $462M 1% Dec 2025
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Wiley Bros.-aintree Capital 7.0M $463M 7% Dec 2025
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Jones Financial Companies, L.L 6.8M $451M 11% Dec 2025
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Bridges Investment Management 6.0M $397M 35% Dec 2025
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MAI Wealth Advisors 5.4M $358M 2% Dec 2025
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Alesco Advisors 5.4M $355M 1% Dec 2025
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Starboard Value 5.3M $347M 0% Dec 2025
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Commonwealth Equity Services 5.2M $341M -11% Dec 2025
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HPM Partners 5.1M $337M 2% Dec 2025
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Us Bancorp 5.1M $336M -2% Dec 2025
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CI Private Wealth 4.6M $306M 33% Dec 2025
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Creative Planning 4.8M $314M -1% Dec 2025
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Fifth Third Bancorp 4.7M $309M 0% Dec 2025
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Circle Wealth Management 4.6M $305M 9% Dec 2025
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Municipal Employees' Retirement System of Michigan 4.6M $303M 1% Dec 2025
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Huntington National Bank 4.5M $299M 3% Dec 2025
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Cetera Investment Advisers 3.6M $240M 7% Dec 2025
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R. M. Davis 3.6M $236M 11% Dec 2025
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Baird Financial 3.5M $229M 0% Dec 2025
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Valeo Financial Advisors 3.3M $214M -10% Dec 2025
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Mml Investors Services 3.3M $218M 9% Dec 2025
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Franklin Resources 3.2M $209M 5% Dec 2025
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Steward Partners Investment Advisory 3.1M $203M 6% Dec 2025
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Citizens Financial Group 3.0M $200M -4% Dec 2025
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First Financial Bankshares 2.9M $193M 5% Dec 2025
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Rockefeller Capital Management 2.9M $191M 20% Dec 2025
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Advisor Group Holdings 2.9M $189M -2% Dec 2025
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Brian McDonald 2.8M $183M 0% Dec 2025
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Haverford Trust Company 2.6M $171M 0% Dec 2025
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Wealth Enhancement Advisory Services 2.6M $176M -2% Dec 2025
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BLB^B Advisors 2.5M $164M 6% Dec 2025
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Stifel Financial 2.5M $164M 3% Dec 2025
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Union Bankshares 2.4M $162M -1% Dec 2025
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Colony 2.4M $160M 21% Dec 2025
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Captrust Financial Advisors 2.3M $154M 4% Dec 2025
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Sand Hill Advisors 2.3M $151M 1% Dec 2025
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Mercer Global Advisors 2.3M $150M -1% Dec 2025
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Alaska Permanent Capital Management 2.2M $147M -3% Dec 2025
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MEMBERS Trust 2.2M $143M 0% Dec 2025
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Cresset Asset Management 2.1M $139M 1% Dec 2025
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Sigma Investment Counselors 2.0M $134M -1% Dec 2025
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Cahaba Wealth Management 2.0M $129M 5% Dec 2025
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SWF 1.9M $123M 0% Dec 2025
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Bleakley Financial Group 1.9M $122M 489% Dec 2025
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Connecticut Wealth Management 1.8M $122M -2% Dec 2025
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Farmers & Merchants Investment 1.8M $121M 3% Dec 2025
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Umb Bank N A 1.8M $120M -5% Dec 2025
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Whittier Trust 1.8M $125M 0% Dec 2025
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Fiduciary Trust Company 1.8M $119M -2% Dec 2025
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Badgley Phelps Wealth Managers 1.8M $118M 4% Dec 2025
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Acropolis Investment Management 1.7M $114M 2% Dec 2025
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Moneta Group Investment Advisors 1.7M $114M 1% Dec 2025
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Bank Of Oklahoma National Association / 1.7M $111M 0% Dec 2025
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Greenleaf Trust 1.6M $109M -27% Dec 2025
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Bessemer 1.6M $108M 16% Dec 2025
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Linscomb & Williams 1.6M $107M 1% Dec 2025
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Putnam Fl Investment Management 1.6M $106M -2% Dec 2025
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AlTi Global 1.6M $106M -12% Dec 2025
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Lutz Financial Services 1.6M $104M 6% Dec 2025
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First Interstate Bank 1.5M $100M 1% Dec 2025
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Klingman & Associates 1.5M $100M 5% Dec 2025
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Chandler Asset Management 1.5M $97M 4% Dec 2025
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Fil 1.5M $96M 57% Sep 2025
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Ohio National Investments 1.4M $94M -6% Dec 2025
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Ally Invest Advisors 1.4M $94M 3% Dec 2025
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Sage Financial 1.4M $93M 3% Dec 2025
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Accredited Investors 1.4M $93M -14% Dec 2025
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M^T Bank Corporation 1.4M $92M -3% Dec 2025
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Lee Financial 1.4M $92M 2% Dec 2025
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State Street Corporation 1.4M $91M -4% Dec 2025
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Legacy Wealth Management 1.3M $89M -2% Dec 2025
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Equitable Holdings 1.3M $89M 7% Dec 2025
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NISA Investment Advisors 1.3M $87M 100% Dec 2025
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Full Sail Capital 1.3M $84M 1% Sep 2025
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Wellspring Financial Advisors 1.3M $3.4M -1% Dec 2025
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Planning Alternatives 1.3M $84M 0% Dec 2025
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Harbour Investments 1.3M $83M -1% Dec 2025
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Milestone Group 1.2M $82M -2% Dec 2025
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Kuntz Lesher Capital 1.2M $82M 0% Dec 2025
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Janney Montgomery Scott 1.2M $80M 0% Dec 2025
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APCM Wealth Management for Individuals 1.2M $78M 2% Dec 2025
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Coldstream Capital Management 1.2M $77M 10% Dec 2025
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Ballentine Partners 1.2M $77M 0% Dec 2025
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Whittier Trust Co. of Nevada 1.2M $80M 0% Dec 2025
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Alliancebernstein 1.1M $75M 2% Sep 2025
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Cambridge Investment Research Advisors 1.1M $76M 5% Dec 2025
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Leonard Rickey Investment Advisors P 1.1M $75M 0% Dec 2025
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RMR Wealth Builders 1.1M $75M -22% Dec 2025
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Goelzer Investment Management 1.1M $74M 1% Dec 2025
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Tiaa Trust, National Association 1.1M $74M 1% Dec 2025
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Pine Ridge Advisers 1.1M $72M 21% Dec 2025
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Streettalk Advisors 1.1M $71M 3% Dec 2025
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Stratos Wealth Partners 1.1M $71M -5% Dec 2025
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Axxcess Wealth Management 1.0M $69M 13% Dec 2025
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YCMNET Advisors 1.0M $69M 1% Dec 2025
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State Treasurer State Of Michigan 1.0M $68M -19% Dec 2025
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Cape Cod Five Cents Savings Bank 1.0M $64M 0% Dec 2025
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MCF Advisors 1.0M $67M 2% Dec 2025
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Tarbox 1000k $66M -8% Dec 2025
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Zions Bancorporation, National Association 993k $66M 1% Dec 2025
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Kestra Advisory Services 981k $65M 15% Dec 2025
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Arkansas Financial 981k $65M -7% Dec 2025
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Bangor Savings Bank 965k $64M -2% Dec 2025
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Private Advisor 949k $63M -8% Dec 2025
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Manufacturers Life Insurance Company 945k $62M 1% Dec 2025
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Hartland & Co 941k $62M 0% Dec 2025
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Crewe Advisors 931k $61M 3% Dec 2025
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Lido Advisors 922k $61M -1% Dec 2025
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Chicago Partners Investment 913k $64M 1% Dec 2025
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Ckw Financial 906k $60M 0% Dec 2025
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Ing Investment Management 904k $60M -30% Dec 2025
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ValMark Advisers 902k $60M -2% Dec 2025
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Consolidated Portfolio Review Corp 899k $59M 2208% Dec 2025
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Charter Capital Management 887k $59M 2% Dec 2025
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Warren Averett Asset Management 882k $58M -2% Dec 2025
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Capital Asset Advisory Services 872k $60M 4% Dec 2025
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MBL Wealth 867k $57M 4% Dec 2025
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Bartlett & Co. Wealth Management 860k $57M 6% Dec 2025
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West Paces Advisors 847k $56M -1% Dec 2025
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Summit Financial Strategies 844k $56M 12% Dec 2025
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Private Wealth Asset Management 843k $56M 1% Dec 2025
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Arrow Financial Corp. 830k $55M -4% Dec 2025
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Fifth Third Wealth Advisors 813k $54M -4% Dec 2025
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Bank of Nova Scotia 671k $44M -36% Dec 2025
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