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 107M $6.7B 7% Sep 2024
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Bank of America Corporation 65M $4.1B 2% Sep 2024
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Bank of New York Mellon 48M $3.0B 0% Sep 2024
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Wells Fargo & Company 48M $3.0B -2% Sep 2024
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LPL Financial 41M $2.6B 3% Sep 2024
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Jpmorgan Chase & Co 38M $2.4B -4% Sep 2024
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Morgan Stanley 34M $2.0B -1% Jun 2024
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Raymond James & Associates 28M $1.7B 46% Sep 2024
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Envestnet Asset Management 26M $1.6B 6% Sep 2024
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BlackRock 22M $1.4B 100% Sep 2024
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Royal Bank of Canada 22M $1.3B -3% Sep 2024
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BlackRock 21M $1.2B 5% Jun 2024
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Northern Trust 20M $1.3B 8% Sep 2024
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Pnc Financial Services 17M $1.0B 1% Sep 2024
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Goldman Sachs Group 13M $746M -2% Jun 2024
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Mariner Wealth Advisors 12M $773M 4% Sep 2024
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First Command Advisory Services 11M $677M 0% Sep 2024
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Acorns Advisers 10M $600M 4% Jun 2024
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Balyasny Asset Management 10M $591M 20% Jun 2024
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Keybank National Association 9.1M $566M 0% Sep 2024
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Financial Engines Advisors L.L.C 8.6M $537M -4% Sep 2024
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Branch Banking & Trust Company 7.7M $451M -4% Jun 2024
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Millburn Ridgefield 7.7M $451M 5% Jun 2024
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Catalyst Capital Advisors 7.6M $473M -1% Sep 2024
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Raymond James Financial Services Advisors 7.6M $471M 6% Sep 2024
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Sontag Advisory 7.2M $449M 5% Sep 2024
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Regions Bank 7.2M $447M -3% Sep 2024
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Pathstone Holdings 7.1M $441M 0% Sep 2024
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HighTower Advisors 6.9M $402M 1% Jun 2024
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AlTi Global 6.4M $402M 1% Sep 2024
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Commonwealth Equity Services 6.1M $379M -5% Sep 2024
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Alesco Advisors 5.3M $329M 0% Sep 2024
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Fifth Third Bancorp 5.0M $314M -1% Sep 2024
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Creative Planning 5.0M $312M -2% Sep 2024
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Northwestern Mutual Investment Management Company 4.9M $287M 9% Jun 2024
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Us Bancorp 4.8M $297M 0% Sep 2024
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Circle Wealth Management 4.3M $267M 0% Sep 2024
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Bridges Investment Management 4.2M $262M 67% Sep 2024
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MAI Wealth Advisors 4.2M $259M 7% Sep 2024
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Huntington National Bank 4.1M $258M 6% Sep 2024
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HPM Partners 3.4M $212M 5% Sep 2024
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Franklin Resources 3.3M $207M 0% Sep 2024
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Stifel Financial 3.2M $190M 1% Jun 2024
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Putnam Fl Investment Management 3.2M $198M 4% Sep 2024
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CI Private Wealth 3.1M $195M 48% Sep 2024
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Jones Financial Companies, L.L 3.1M $192M 41% Sep 2024
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Citizens Financial Group 3.1M $190M 3% Sep 2024
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Valeo Financial Advisors 2.9M $164M 107% Sep 2024
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R. M. Davis 2.8M $167M 4% Jun 2024
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Brian McDonald 2.8M $176M -2% Sep 2024
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Mml Investors Services 2.7M $170M 3% Sep 2024
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Cetera Investment Advisers 2.7M $158M 3% Jun 2024
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First Financial Bankshares 2.7M $166M 2% Sep 2024
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Haverford Trust Company 2.5M $157M 1% Sep 2024
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Sandy Spring Bank 2.4M $152M 2% Sep 2024
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Mercer Global Advisors 2.4M $143M 1% Jun 2024
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Greenleaf Trust 2.4M $150M 1% Sep 2024
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Umb Bank N A 2.4M $149M 0% Sep 2024
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Alaska Permanent Capital Management 2.3M $145M 12% Sep 2024
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MEMBERS Trust 2.3M $143B -10% Sep 2024
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Accredited Investors 2.3M $143M -1% Sep 2024
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Sand Hill Advisors 2.2M $137M 1% Sep 2024
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TD Asset Management 2.0M $127M 1% Sep 2024
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Bank Of Oklahoma National Association / 2.0M $125M 27% Sep 2024
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Sigma Investment Counselors 2.0M $118M 2% Jun 2024
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Municipal Employees' Retirement System of Michigan 2.0M $0 0% Sep 2024
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Advisor Group Holdings 2.0M $124M -23% Sep 2024
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BLB^B Advisors 2.0M $124M 8% Sep 2024
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State Treasurer State Of Michigan 2.0M $124M -3% Sep 2024
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Connecticut Wealth Management 1.9M $121M 4% Sep 2024
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Cahaba Wealth Management 1.8M $113M 3% Sep 2024
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Fiduciary Trust Company 1.8M $105M -3% Jun 2024
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Rockefeller Capital Management 1.8M $103M -8% Jun 2024
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International Assets Investment Management 1.7M $28M 5654% Sep 2024
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Whittier Trust 1.7M $107M 2% Sep 2024
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Captrust Financial Advisors 1.7M $104M 9% Sep 2024
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Hsbc Holdings 1.6M $96M 98% Jun 2024
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Badgley Phelps Wealth Managers 1.6M $99M 1% Sep 2024
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Acropolis Investment Management 1.6M $98M 0% Sep 2024
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Linscomb & Williams 1.6M $97M -3% Sep 2024
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Farmers & Merchants Investment 1.5M $95M 2% Sep 2024
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Steward Partners Investment Advisory 1.5M $86M 4% Jun 2024
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Wealth Enhancement Advisory Services 1.5M $86M 94% Jun 2024
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State Street Corporation 1.5M $85M -1% Jun 2024
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Bessemer 1.5M $91M -8% Sep 2024
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Lutz Financial Services 1.4M $90M 1% Sep 2024
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Kestra Advisory Services 1.4M $90M -2% Sep 2024
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First Interstate Bank 1.4M $90M 2% Sep 2024
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Legacy Wealth Management 1.4M $88M -2% Sep 2024
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M^T Bank Corporation 1.4M $86M -2% Sep 2024
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Klingman & Associates 1.4M $85M 4% Sep 2024
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Milestone Group 1.3M $79M 2% Jun 2024
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Janney Montgomery Scott 1.3M $82M 100% Sep 2024
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Full Sail Capital 1.3M $81M 0% Sep 2024
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Wellspring Financial Advisors 1.3M $3.3M 0% Jun 2024
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PFG Financial Advisors 1.3M $80M 1% Sep 2024
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Chandler Asset Management 1.3M $79M 0% Sep 2024
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Sage Financial 1.3M $78M 2% Sep 2024
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Tiaa Trust, National Association 1.2M $73M -11% Jun 2024
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Lee Financial 1.2M $71M 1% Jun 2024
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Ally Invest Advisors 1.2M $76M -33% Sep 2024
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Leonard Rickey Investment Advisors P 1.2M $75M 0% Sep 2024
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Goelzer Investment Management 1.2M $74M 4% Sep 2024
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Planning Alternatives 1.2M $73M 0% Sep 2024
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RMR Wealth Builders 1.1M $71M 3% Sep 2024
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DT Investment Partners 1.1M $71M 3% Sep 2024
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Arkansas Financial 1.1M $71M -1% Sep 2024
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Kuntz Lesher Capital 1.1M $70M 4% Sep 2024
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Tarbox 1.1M $66M -1% Jun 2024
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Ensign Peak Advisors 1.1M $70M 121% Sep 2024
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Stratos Wealth Partners 1.1M $69M 4% Sep 2024
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LVZ Advisors 1.1M $69M 3% Sep 2024
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Moneta Group Investment Advisors 1.1M $67M 1% Sep 2024
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Ballentine Partners 1.1M $66M 20% Sep 2024
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Streettalk Advisors 1.1M $66M 5% Sep 2024
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Citigroup 1.1M $66M 51% Sep 2024
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Equitable Holdings 1.1M $62M 4% Jun 2024
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Bank of Nova Scotia 1.0M $65M 0% Sep 2024
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Phillips Financial Management 1.0M $65M -6% Sep 2024
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Cape Cod Five Cents Savings Bank 1.0M $61M -4% Sep 2024
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Integrated Wealth Concepts 1.0M $64M 33% Sep 2024
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MCF Advisors 1.0M $64M 4% Sep 2024
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Harbour Investments 1.0M $64M 761% Sep 2024
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Private Advisor 1.0M $64M 7% Sep 2024
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Wiley Bros.-aintree Capital 1.0M $59M 125% Jun 2024
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Cambridge Investment Research Advisors 1.0M $63M -9% Sep 2024
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American Trust 1.0M $63M 2% Sep 2024
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YCMNET Advisors 1.0M $63M 1% Sep 2024
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FTB Advisors 983k $61M 1% Sep 2024
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Whittier Trust Co. of Nevada 979k $61M 1% Sep 2024
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Hartland & Co 958k $60M 2% Sep 2024
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ValMark Advisers 949k $59M -1% Sep 2024
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Bangor Savings Bank 941k $59M 0% Sep 2024
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Chicago Partners Investment 924k $58M 1% Sep 2024
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Massmutual Trust 921k $57M -7% Sep 2024
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APCM Wealth Management for Individuals 907k $57M -3% Sep 2024
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Arrow Financial Corp. 885k $55M -1% Sep 2024
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CWM 883k $55M -4% Sep 2024
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Pine Ridge Advisers 875k $55M 2% Sep 2024
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Modera Wealth Management 831k $52M -2% Sep 2024
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West Paces Advisors 824k $51M 1% Sep 2024
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Ing Investment Management 818k $51M -26% Sep 2024
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Ckw Financial 815k $50M 1% Sep 2024
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MainStreet Investment Advisors 805k $50M -16% Sep 2024
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Thrivent Financial for Lutherans 797k $50M -18% Sep 2024
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Fifth Third Wealth Advisors 796k $50M 20% Sep 2024
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Alliancebernstein 793k $46M 67% Jun 2024
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Manufacturers Life Insurance Company 789k $46M 3% Jun 2024
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First Hawaiian Bank 785k $49M -10% Sep 2024
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Colony 538k $34M -78% Sep 2024
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PDS Planning 226k $14M -73% Sep 2024
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Horizon Investments 152k $9.5M -92% Sep 2024
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Wayne Hummer Investments 99k $6.2M -90% Sep 2024
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Strategic Financial Concepts 72k $4.5M -98% Sep 2024
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Who sold out of iShares S&P MidCap 400 Index?

Fund or Company Name Date Sold Shares Held Valued At
Rafferty Asset Management Mar 2024 919k $56M