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
UBS Group 4.3M $948M -1% Sep 2022
Royal Bank of Canada 3.6M $786M 100% Sep 2022
CFS Investment Advisory Services 3.6M $799k 23653% Sep 2022
Pnc Financial Services 3.1M $672M 2% Sep 2022
FMR 2.9M $644M 10% Sep 2022
Envestnet Asset Management 2.5M $559M 2% Sep 2022
Raymond James & Associates 2.5M $548M 3% Sep 2022
Financial Engines Advisors L.L.C 2.0M $442M -1% Sep 2022
Millburn Ridgefield 1.9M $452M 10% Dec 2022
Keybank National Association 1.9M $406M 0% Sep 2022
Catalyst Capital Advisors 1.7M $374M 21% Sep 2022

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Branch Banking & Trust Company 1.7M $374M 2% Sep 2022
Mariner Wealth Advisors 1.7M $367M 100% Sep 2022
Us Bancorp 1.6M $353M 8% Sep 2022
Citigroup 1.6M $346M 100% Sep 2022
Raymond James Financial Services Advisors 1.6M $340M 2% Sep 2022
Regions Bank 1.5M $331M 0% Sep 2022
Fifth Third Bancorp 1.3M $322M 8% Dec 2022
Sontag Advisory 1.3M $276M 1% Sep 2022
Baird Financial 1.2M $264M -1% Sep 2022
Bank Of Montreal 1.1M $259M 6% Sep 2022
Tiedemann Wealth Management 990k $217M 100% Sep 2022
Creative Planning 923k $202M -3% Sep 2022
MEMBERS Trust 828k $182M 1% Sep 2022
HighTower Advisors 804k $176M 42% Sep 2022
TD Asset Management 720k $159M 0% Sep 2022
Umb Bank N A 579k $140M -1% Dec 2022
Huntington National Bank 569k $125M 1% Sep 2022
LVZ Advisors 517k $125M -1% Dec 2022
Bp Wealth Management 511k $112M 2% Sep 2022
Citizens Financial Group 505k $111M 6% Sep 2022
Bridges Investment Management 501k $110M -5% Sep 2022
Alaska Permanent Capital Management 469k $103M 0% Sep 2022
First Republic Investment Management 467k $102M 4% Sep 2022
Sandy Spring Bank 452k $99M 0% Sep 2022
Tiaa 449k $109M 65% Dec 2022
Greenleaf Trust 445k $108M 1% Dec 2022
Parker Investment Management 438k $106M 100% Dec 2022
MAI Wealth Advisors 425k $93M 9% Sep 2022
Jones Financial Companies, L.L 419k $92M 0% Sep 2022
Whittier Trust 418k $101M 17% Dec 2022
Sigma Investment Counselors 385k $84M 1% Sep 2022
Milestone Group 381k $84M 100% Sep 2022
Linscomb & Williams 380k $83M 100% Sep 2022
M^T Bank Corporation 363k $80M -10% Sep 2022
Captrust Financial Advisors 362k $78M 29% Sep 2022
Ally Invest Advisors 360k $79M 0% Sep 2022
R. M. Davis 359k $79M 15% Sep 2022
Putnam Fl Investment Management 353k $78M 4% Sep 2022
Cambridge Investment Research Advisors 345k $76M -1% Sep 2022
Horizon Investments 341k $75M 44% Sep 2022
United Capital Financial Advisers 335k $74M -1% Sep 2022
State Treasurer State Of Michigan 331k $73M 11% Sep 2022
Legacy Wealth Management 329k $80M 4% Dec 2022
Fiduciary Trust Company 327k $72M 0% Sep 2022
MainStreet Investment Advisors 317k $70M 0% Sep 2022
Manufacturers Life Insurance Company 314k $69M 100% Sep 2022
Acropolis Investment Management 308k $74M 1% Dec 2022
State Street Corporation 302k $66M -10% Sep 2022
First Hawaiian Bank 290k $70M 4% Dec 2022
Connecticut Wealth Management 289k $70M 6% Dec 2022
Bessemer 289k $63M 2% Sep 2022
Janney Montgomery Scott 286k $63M 6% Sep 2022
Badgley Phelps Wealth Managers 282k $62M 2% Sep 2022
Massmutual Trust 280k $68M -2% Dec 2022
Cahaba Wealth Management 275k $60M 4% Sep 2022
PFG Financial Advisors 262k $58M 2% Sep 2022
Kestra Advisory Services 255k $56M 31% Sep 2022
Arkansas Financial 255k $56M -1% Sep 2022
Phillips Financial Management 254k $62M 2% Dec 2022
Lutz Financial Services 250k $55M 3% Sep 2022
Brian McDonald 249k $58M 4% Sep 2022
Lee Financial 246k $54M 4% Sep 2022
Planning Alternatives 236k $52M 3% Sep 2022
Leonard Rickey Investment Advisors P 236k $52M -2% Sep 2022
Cape Cod Five Cents Savings Bank 236k $52M 1% Sep 2022
Madison Asset Management 230k $51M 5% Sep 2022
ValMark Advisers 219k $48M -1% Sep 2022
FTB Advisors 215k $47M 1% Sep 2022
Tarbox 215k $52M 3% Dec 2022
First Interstate Bank 214k $47M 3% Sep 2022
Farmers & Merchants Investment 210k $46M 4% Sep 2022
Bank of Nova Scotia 209k $46M 0% Sep 2022
APCM Wealth Management for Individuals 209k $46M -1% Sep 2022
Wayne Hummer Investments 208k $46M 100% Sep 2022
Smith Anglin Financial 208k $46M 36% Sep 2022
Klingman & Associates 203k $45M 0% Sep 2022
Chandler Asset Management 203k $44M 6% Sep 2022
BKD Wealth Advisors 198k $44M -38% Sep 2022
MCF Advisors 192k $42M -1% Sep 2022
Goelzer Investment Management 185k $45M 10% Dec 2022
Ballentine Partners 184k $40M 0% Sep 2022
Bangor Savings Bank 181k $44M -1% Dec 2022
Stratos Wealth Partners 181k $40M 1% Sep 2022
JNBA Financial Advisors 179k $39M 1% Sep 2022
Whittier Trust Co. of Nevada 178k $43M 29% Dec 2022
Private Advisor 177k $39M -10% Sep 2022
Arrow Financial Corp. 177k $39M -1% Sep 2022
Mercer Global Advisors 174k $38M 38% Sep 2022
Connectus Wealth 167k $37M -8% Sep 2022
Bank of Stockton Trust & Investment 165k $40M 7% Dec 2022
Steward Partners Investment Advisory 164k $36M 8% Sep 2022
Full Sail Capital 161k $36M 19% Sep 2022
Hancock Bank Trust Department 159k $35M -5% Sep 2022
First Command Advisory Services 159k $38M -1% Dec 2022
Resources Investment Advisors 158k $35M 417% Sep 2022
Sage Financial 157k $34M 1% Sep 2022
HBC Financial Services, P 155k $34M 0% Sep 2022
Ckw Financial 155k $37M -1% Dec 2022
First Business Financial Services 152k $33M 0% Sep 2022
Edge Capital Group 149k $33M 8% Sep 2022
Chicago Partners Investment 149k $36M 5% Sep 2022
Capital Advisors 149k $36M -2% Dec 2022
Single Point Partners 148k $36M 5% Dec 2022
Streettalk Advisors 146k $32M 17% Sep 2022
Sanford Advisory Services 143k $31M -3% Sep 2022
Coconut Grove Bank 143k $31M -1% Sep 2022
Lazard Asset Management 142k $31M -5% Sep 2022
JFS Wealth Advisors 141k $31M 0% Sep 2022
BDO Wealth Advisors 140k $31M 1% Sep 2022
ARGI Investment Services 140k $31M -8% Sep 2022
RMR Wealth Builders 138k $30M 8% Sep 2022
Rockefeller Capital Management 138k $30M 3% Sep 2022
Wealthquest 132k $29M -1% Sep 2022
Capital Investment Advisors 130k $31M -3% Dec 2022
Coastal Capital Group 127k $28M 1% Sep 2022
Ameritas Advisory Services 127k $28M -4% Sep 2022
PDS Planning 127k $28M 13% Sep 2022
MBL Wealth 127k $31M 7% Dec 2022
Fiera Capital Corporation 125k $27M -3% Sep 2022
Colony Group 124k $27M 257% Sep 2022
Salomon & Ludwin 124k $27M -1% Sep 2022
Magnus Financial Group 124k $27M 4% Sep 2022
Summit Financial Strategies 124k $30M -3% Dec 2022
Quadrant Capital 123k $27M 7% Sep 2022
New England Professional Planning 122k $30M 2% Dec 2022
Harbor Group 117k $26M 4% Sep 2022
Modera Wealth Management 117k $26M -5% Sep 2022
ZB 117k $26M 6% Sep 2022
D.A. Davidson & Co. 116k $25M 1% Sep 2022
Retirement Income Solutions 116k $26M 3% Sep 2022
Beaumont Financial Advisors 114k $28M 100% Dec 2022
Invst 114k $26M 0% Sep 2022
Wealth Advisory Solutions 113k $25M -1% Sep 2022
GW & Wade 111k $24M 0% Sep 2022
Resonant Capital Advisors 109k $26M 3% Dec 2022
ESL Trust Services 108k $24M 1% Sep 2022
Old Second Wealth Management 108k $24M 3% Sep 2022
Portland Global Advisors 106k $23M 2% Sep 2022
Fulton Breakefield Broenniman d/b/a FBB Capital Partners 105k $23M 4% Sep 2022
Lgl Partners 103k $23M -35% Sep 2022
AE Wealth Management 100k $22M -9% Sep 2022
Spire Wealth Management 76k $17M -30% Sep 2022
Fft Wealth Management 63k $14M -47% Sep 2022
Vantage Financial Partners 40k $8.8M -71% Sep 2022

Who sold out of iShares S&P MidCap 400 Index?

Fund or Company Name Date Sold Shares Held Valued At
Macquarie Group Jun 2022 217k $49M
CliftonLarsonAllen Wealth Advisors Jun 2022 201k $45M