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
Bank of America Corporation 12M $3.3B 0% Dec 2023
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Wells Fargo & Company 9.9M $2.7B -2% Dec 2023
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Bank of New York Mellon 9.7M $2.7B 3% Dec 2023
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Jpmorgan Chase & Co 7.5M $2.1B -55% Dec 2023
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Royal Bank of Canada 4.8M $1.3B 19% Dec 2023
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UBS Group 4.5M $1.2B 0% Dec 2023
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Pnc Financial Services 3.2M $880M -1% Dec 2023
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Municipal Employees' Retirement System of Michigan 2.9M $179M 291% Mar 2024
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Raymond James & Associates 2.8M $786M 4% Dec 2023
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Goldman Sachs Group 2.5M $699M 27% Dec 2023
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Mariner Wealth Advisors 2.3M $624M 4% Dec 2023
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Alaska Permanent Capital Management 2.2M $134M 444% Mar 2024
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First Command Advisory Services 2.2M $597M 1% Dec 2023
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State Treasurer State Of Michigan 2.0M $119M 377% Mar 2024
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Balyasny Asset Management 1.7M $480M 351% Dec 2023
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Branch Banking & Trust Company 1.7M $472M -2% Dec 2023
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Acropolis Investment Management 1.5M $92M 399% Mar 2024
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Raymond James Financial Services Advisors 1.5M $420M 1% Dec 2023
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Regions Bank 1.5M $413M 0% Dec 2023
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Legacy Wealth Management 1.5M $90M 375% Mar 2024
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Millburn Ridgefield 1.5M $408M -6% Dec 2023
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Pathstone Holdings 1.4M $397M 100% Dec 2023
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Sontag Advisory 1.4M $375M 2% Dec 2023
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HighTower Advisors 1.4M $374M 1% Dec 2023
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First Hawaiian Bank 1.3M $81M 332% Mar 2024
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PFG Financial Advisors 1.3M $77M 404% Mar 2024
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Commonwealth Equity Services 1.2M $345M 1% Dec 2023
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Bank Of Montreal 1.2M $336M 0% Dec 2023
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Arkansas Financial 1.2M $72M 392% Mar 2024
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AlTi Global 1.2M $322M 100% Dec 2023
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Planning Alternatives 1.2M $71M 399% Mar 2024
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Tarbox 1.1M $69M 409% Mar 2024
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LVZ Advisors 1.1M $67M 125% Mar 2024
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HPM Partners 1.1M $172M 100% Dec 2023
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Fifth Third Bancorp 1.1M $302M -3% Dec 2023
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Stratos Wealth Partners 1.1M $66M 414% Mar 2024
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Massmutual Trust 1.1M $65M 353% Mar 2024
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RMR Wealth Builders 1.1M $64M 426% Mar 2024
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Creative Planning 1.1M $292M 7% Dec 2023
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Alesco Advisors 1.0M $285M 12% Dec 2023
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MCF Advisors 981k $60M 387% Mar 2024
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APCM Wealth Management for Individuals 971k $59M 451% Mar 2024
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Bangor Savings Bank 936k $57M 405% Mar 2024
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Ballentine Partners 910k $55M 400% Mar 2024
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CWM 875k $53M 337% Mar 2024
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Us Bancorp 875k $243M 7% Dec 2023
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Circle Wealth Management 860k $238M 0% Dec 2023
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West Paces Advisors 813k $49M 409% Mar 2024
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Wealth Enhancement Advisory Services 757k $46M 483% Mar 2024
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Single Point Partners 713k $43M 409% Mar 2024
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Huntington National Bank 712k $197M 4% Dec 2023
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MEMBERS Trust 702k $196M -10% Dec 2023
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Chesley, Taft & Associates 655k $40M 511% Mar 2024
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MAI Wealth Advisors 654k $181M 7% Dec 2023
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Franklin Resources 647k $179M 3% Dec 2023
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Harbor Group 646k $39M 417% Mar 2024
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Baird Financial 625k $173M 2% Dec 2023
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Capital Asset Advisory Services 615k $37M 433% Mar 2024
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Advisor Group Holdings 609k $169M -42% Dec 2023
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Stifel Financial 600k $166M -2% Dec 2023
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New England Professional Planning 590k $36M 400% Mar 2024
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Citizens Financial Group 570k $158M 1% Dec 2023
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CJM Wealth Advisers 557k $34M 406% Mar 2024
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Capital Investment Advisors 547k $33M 353% Mar 2024
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Putnam Fl Investment Management 539k $149M 29% Dec 2023
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First Financial Bankshares 523k $145M 100% Dec 2023
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R. M. Davis 521k $144M 5% Dec 2023
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Diversified Trust Company 510k $31M 396% Mar 2024
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Haverford Trust Company 498k $138M -1% Dec 2023
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Bridges Investment Management 492k $136M -5% Dec 2023
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Umb Bank N A 492k $136M -2% Dec 2023
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Greenleaf Trust 472k $131M -1% Dec 2023
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Fifth Third Wealth Advisors 466k $28M 868% Mar 2024
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Enterprise Bank & Trust 466k $28M 359% Mar 2024
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Mercer Global Advisors 464k $129M 214% Dec 2023
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Sandy Spring Bank 463k $128M 1% Dec 2023
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Wiley Bros.-aintree Capital 449k $28M 863% Mar 2024
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Sand Hill Advisors 443k $123M 0% Dec 2023
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Tiaa Trust, National Association 430k $119M 2% Dec 2023
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CI Private Wealth 429k $119M 9% Dec 2023
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Dynamic Advisors Solutions 397k $24M 409% Mar 2024
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Sigma Investment Counselors 393k $109M 0% Dec 2023
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Verde Capital Management 381k $23M 405% Mar 2024
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Twele Capital Management 371k $23M 396% Mar 2024
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Fiduciary Trust Company 367k $102M 2% Dec 2023
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Rockefeller Capital Management 365k $101M 6% Dec 2023
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jvl associates 358k $22M 412% Mar 2024
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Trilogy Capital 353k $22M 405% Mar 2024
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Connecticut Wealth Management 353k $98M 4% Dec 2023
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West Financial Advisors 349k $21M 401% Mar 2024
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Altus Wealth Management 343k $21M 407% Mar 2024
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Cahaba Wealth Management 333k $92M 4% Dec 2023
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Bank Of Oklahoma National Association / 333k $92M 3% Dec 2023
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Captrust Financial Advisors 330k $91M -1% Dec 2023
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Badgley Phelps Wealth Managers 329k $91M 9% Dec 2023
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Linscomb & Williams 323k $90M -5% Dec 2023
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BLB^B Advisors 321k $89M 8% Dec 2023
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DHJJ Financial Advisors 320k $19M 382% Mar 2024
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Whittier Trust 315k $87M -15% Dec 2023
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Courier Capital Corp 311k $19M 402% Mar 2024
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Bessemer 308k $86M 4% Dec 2023
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Chandler Asset Management 308k $85M 0% Dec 2023
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Tompkins Financial Corp 306k $19M 413% Mar 2024
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M^T Bank Corporation 301k $83M -2% Dec 2023
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Allspring Global Investments Holdings 296k $18M 396% Mar 2024
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Accredited Investors 294k $82M 57% Dec 2023
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LYNCH & Associates 292k $18M 396% Mar 2024
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Charles Schwab Investment Management 291k $81M -6% Dec 2023
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Whitcomb & Hess 291k $18M 406% Mar 2024
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Farmers & Merchants Investment 290k $80M 2% Dec 2023
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GenWealth Group 287k $18M 100% Mar 2024
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Steward Partners Investment Advisory 285k $79M 0% Dec 2023
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Cambridge Advisors 285k $17M 396% Mar 2024
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Lutz Financial Services 284k $79M 4% Dec 2023
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Wealthcare Advisory Partners 281k $17M 334% Mar 2024
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Ironwood Wealth Management 276k $17M 409% Mar 2024
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First Interstate Bank 271k $75M 25% Dec 2023
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Norris Perne & French 256k $16M 409% Mar 2024
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Milestone Group 254k $70M 2% Dec 2023
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Fundamentun 253k $15M 398% Mar 2024
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Janney Montgomery Scott 252k $70M -26% Dec 2023
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Tower Wealth Partners 252k $15M 404% Mar 2024
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Klingman & Associates 249k $69M 4% Dec 2023
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MainStreet Investment Advisors 246k $68M -7% Dec 2023
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Kestra Advisory Services 243k $67M 4% Dec 2023
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Phillips Financial Management 239k $66M 0% Dec 2023
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Lee Financial 237k $66M -3% Dec 2023
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Leonard Rickey Investment Advisors P 234k $65M 1% Dec 2023
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TD Asset Management 231k $64M 3% Dec 2023
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Winthrop Advisory Group 229k $14M 410% Mar 2024
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Hubbell Strickland Wealth Management 228k $14M 397% Mar 2024
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Ironwood Wealth Management 228k $14M 385% Mar 2024
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J.W. Burns & Company 227k $14M 445% Mar 2024
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Cambridge Investment Research Advisors 226k $63M -14% Dec 2023
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Clarity Wealth Advisors 223k $14M 415% Mar 2024
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Windsor Capital Management 221k $13M 407% Mar 2024
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Sage Financial 220k $61M 1% Dec 2023
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Cape Cod Five Cents Savings Bank 218k $60M -53% Dec 2023
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Symphony Financial 213k $13M 271% Mar 2024
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Bank of Nova Scotia 209k $58M 0% Dec 2023
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Goelzer Investment Management 203k $56M 6% Dec 2023
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Moneta Group Investment Advisors 203k $56M 5% Dec 2023
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ValMark Advisers 202k $56M -3% Dec 2023
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Park Avenue Securities 201k $12M 638% Mar 2024
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Founders Financial Securities 201k $12M 589% Mar 2024
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Paul Kendrigan 198k $12M 393% Mar 2024
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Affiance Financial 196k $12M 265% Mar 2024
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Whittier Trust Co. of Nevada 195k $54M -3% Dec 2023
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FTB Advisors 194k $54M -3% Dec 2023
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American Trust 193k $54M -3% Dec 2023
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Kuntz Lesher Capital 192k $53M 7% Dec 2023
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JNBA Financial Advisors 192k $53M 3% Dec 2023
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Capital Analysts 191k $53M -7% Dec 2023
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Montecito Bank & Trust 191k $12M 376% Mar 2024
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CliftonLarsonAllen Wealth Advisors 191k $53M -1% Dec 2023
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Traynor Capital Management 190k $12M 425% Mar 2024
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Arrow Financial Corp. 189k $52M 1% Dec 2023
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First Citizens Bank & Trust 188k $11M 715% Mar 2024
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Wayne Hummer Investments 186k $52M 1% Dec 2023
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NorthCrest Asset Manangement 185k $11M 387% Mar 2024
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River Street Advisors 182k $11M 432% Mar 2024
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Private Advisor 179k $50M 1% Dec 2023
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Chicago Partners Investment 178k $49M 1% Dec 2023
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Modera Wealth Management 176k $49M -2% Dec 2023
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Journey Strategic Wealth 159k $44M -21% Dec 2023
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AE Wealth Management 129k $36M -30% Dec 2023
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United Capital Financial Advisers 129k $36M -53% Dec 2023
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Madison Asset Management 71k $20M -65% Dec 2023
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Horizon Investments 29k $8.1M -90% Dec 2023
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Smith Anglin Financial 17k $4.8M -92% Dec 2023
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Barclays 1.4k $383k -99% Dec 2023
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