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 101M $5.9B 3% Jun 2024
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Bank of America Corporation 64M $3.8B -1% Jun 2024
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Wells Fargo & Company 49M $2.9B -1% Jun 2024
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Bank of New York Mellon 48M $2.8B 0% Jun 2024
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LPL Financial 40M $2.3B 4% Jun 2024
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Jpmorgan Chase & Co 40M $2.3B 4% Jun 2024
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Morgan Stanley 34M $2.0B -1% Jun 2024
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FMR 30M $1.8B 100% Mar 2024
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Envestnet Asset Management 24M $1.4B 83% Jun 2024
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Royal Bank of Canada 22M $1.3B 5% Jun 2024
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UBS Group 22M $1.3B 394% Mar 2024
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BlackRock 21M $1.2B 5% Jun 2024
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Raymond James & Associates 19M $1.1B 1% Jun 2024
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Northern Trust 19M $1.1B 100% Mar 2024
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Pnc Financial Services 16M $957M 3% Jun 2024
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Goldman Sachs Group 13M $746M -2% Jun 2024
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Mariner Wealth Advisors 12M $699M 2% Jun 2024
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First Command Advisory Services 11M $635M 0% Jun 2024
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Ameriprise Financial 10M $631M 100% Mar 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 $532M 0% Jun 2024
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Financial Engines Advisors L.L.C 9.0M $547M 100% Mar 2024
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Branch Banking & Trust Company 7.7M $451M -4% Jun 2024
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Catalyst Capital Advisors 7.7M $451M 5% Jun 2024
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Millburn Ridgefield 7.7M $451M 5% Jun 2024
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Regions Bank 7.4M $430M -1% Jun 2024
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Raymond James Financial Services Advisors 7.1M $418M -4% Jun 2024
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Pathstone Holdings 7.1M $413M -1% Jun 2024
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Sontag Advisory 6.9M $403M 2% Jun 2024
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HighTower Advisors 6.9M $402M 1% Jun 2024
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Commonwealth Equity Services 6.4M $376M 3% Jun 2024
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AlTi Global 6.4M $374M 5% Jun 2024
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Bank Of Montreal 6.0M $362M 398% Mar 2024
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Alesco Advisors 5.3M $321M 415% Mar 2024
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Creative Planning 5.1M $299M -1% Jun 2024
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Fifth Third Bancorp 5.1M $298M -5% Jun 2024
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Northwestern Mutual Investment Management Company 4.9M $287M 9% Jun 2024
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Us Bancorp 4.7M $278M 4% Jun 2024
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Circle Wealth Management 4.3M $252M 0% Jun 2024
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Strategic Financial Concepts 4.2M $2.1B 3840% Jun 2024
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Huntington National Bank 3.9M $229M 3% Jun 2024
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MAI Wealth Advisors 3.9M $227M 7% Jun 2024
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Franklin Resources 3.3M $192M -3% Jun 2024
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Stifel Financial 3.2M $190M 1% Jun 2024
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HPM Partners 3.2M $188M 1% Jun 2024
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Baird Financial 3.2M $193M 409% Mar 2024
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Putnam Fl Investment Management 3.0M $178M -1% Jun 2024
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Citizens Financial Group 3.0M $173M 5% Jun 2024
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Brian McDonald 2.9M $169M 3% Jun 2024
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R. M. Davis 2.8M $167M 4% Jun 2024
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Cetera Investment Advisers 2.7M $158M 3% Jun 2024
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Mml Investors Services 2.6M $155M 1% Jun 2024
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First Financial Bankshares 2.6M $158M 398% Mar 2024
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Advisor Group Holdings 2.6M $158M 326% Mar 2024
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Cresset Asset Management 2.6M $157M 458% Mar 2024
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MEMBERS Trust 2.6M $150B -21% Jun 2024
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Bridges Investment Management 2.5M $152M 410% Mar 2024
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Fil 2.5M $152M 100% Mar 2024
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Haverford Trust Company 2.5M $147M -3% Jun 2024
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Mercer Global Advisors 2.4M $143M 1% Jun 2024
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Colony 2.4M $142M 108% Jun 2024
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Umb Bank N A 2.4M $141M 4% Jun 2024
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Sandy Spring Bank 2.4M $140M 1% Jun 2024
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Greenleaf Trust 2.4M $139M 0% Jun 2024
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Accredited Investors 2.3M $135M -4% Jun 2024
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Jones Financial Companies, L.L 2.2M $133M 416% Mar 2024
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Sand Hill Advisors 2.2M $127M 1% Jun 2024
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CI Private Wealth 2.1M $124M 4% Jun 2024
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Alaska Permanent Capital Management 2.1M $122M -5% Jun 2024
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State Treasurer State Of Michigan 2.0M $119M 4% Jun 2024
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TD Asset Management 2.0M $119M 0% Jun 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 $117M -32% Jun 2024
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Connecticut Wealth Management 1.9M $109M 3% Jun 2024
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BLB^B Advisors 1.8M $108M 8% Jun 2024
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Ally Invest Advisors 1.8M $106M 2% Jun 2024
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Horizon Investments 1.8M $105M 64% Jun 2024
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Fiduciary Trust Company 1.8M $105M -3% Jun 2024
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Cahaba Wealth Management 1.8M $104M 2% Jun 2024
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Rockefeller Capital Management 1.8M $103M -8% Jun 2024
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Whittier Trust 1.7M $98M 4% Jun 2024
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Hsbc Holdings 1.6M $96M 98% Jun 2024
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Linscomb & Williams 1.6M $93M -1% Jun 2024
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Bank Of Oklahoma National Association / 1.6M $96M 378% Mar 2024
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Bessemer 1.6M $92M 4% Jun 2024
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Acropolis Investment Management 1.6M $92M 4% Jun 2024
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Badgley Phelps Wealth Managers 1.6M $96M 378% Mar 2024
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Captrust Financial Advisors 1.5M $90M 1% Jun 2024
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Farmers & Merchants Investment 1.5M $88M 2% Jun 2024
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Steward Partners Investment Advisory 1.5M $86M 4% Jun 2024
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Kestra Advisory Services 1.5M $84M 16% 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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Legacy Wealth Management 1.4M $84M -3% Jun 2024
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Lutz Financial Services 1.4M $84M 1% Jun 2024
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M^T Bank Corporation 1.4M $83M -1% Jun 2024
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First Interstate Bank 1.4M $83M 0% Jun 2024
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Valeo Financial Advisors 1.4M $81M 2029% Jun 2024
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Milestone Group 1.3M $79M 2% Jun 2024
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Klingman & Associates 1.3M $77M 3% Jun 2024
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Full Sail Capital 1.3M $76M 6% Jun 2024
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Wellspring Financial Advisors 1.3M $3.3M 0% Jun 2024
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PFG Financial Advisors 1.3M $74M 0% Jun 2024
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Chandler Asset Management 1.3M $74M 0% Jun 2024
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Tiaa Trust, National Association 1.2M $73M -11% Jun 2024
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Sage Financial 1.2M $72M 7% Jun 2024
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Lee Financial 1.2M $71M 1% Jun 2024
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Leonard Rickey Investment Advisors P 1.2M $70M 2% Jun 2024
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Planning Alternatives 1.2M $69M 1% Jun 2024
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Arkansas Financial 1.2M $67M -3% Jun 2024
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Goelzer Investment Management 1.1M $67M 0% Jun 2024
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Tarbox 1.1M $66M -1% Jun 2024
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RMR Wealth Builders 1.1M $65M 5% Jun 2024
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DT Investment Partners 1.1M $65M 36% Jun 2024
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Cambridge Investment Research Advisors 1.1M $65M 0% Jun 2024
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Phillips Financial Management 1.1M $64M -5% Jun 2024
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Ing Investment Management 1.1M $64M 61% Jun 2024
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Kuntz Lesher Capital 1.1M $64M 4% Jun 2024
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Cape Cod Five Cents Savings Bank 1.1M $66M 0% Jun 2024
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LVZ Advisors 1.1M $63M -3% Jun 2024
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Moneta Group Investment Advisors 1.1M $63M 0% Jun 2024
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Stratos Wealth Partners 1.1M $62M -2% Jun 2024
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Equitable Holdings 1.1M $62M 4% Jun 2024
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Bank of Nova Scotia 1.0M $63M 400% Mar 2024
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Wiley Bros.-aintree Capital 1.0M $59M 125% Jun 2024
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Streettalk Advisors 1.0M $59M 6% Jun 2024
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YCMNET Advisors 995k $58M -1% Jun 2024
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MCF Advisors 991k $58M 1% Jun 2024
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American Trust 988k $60M 411% Mar 2024
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Massmutual Trust 986k $58M -8% Jun 2024
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Capital Analysts 980k $60M 413% Mar 2024
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Whittier Trust Co. of Nevada 974k $57M 0% Jun 2024
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Thrivent Financial for Lutherans 972k $59M 100% Mar 2024
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FTB Advisors 972k $57M -1% Jun 2024
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MainStreet Investment Advisors 964k $56M 310% Jun 2024
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ValMark Advisers 960k $56M -2% Jun 2024
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Private Advisor 954k $56M 5% Jun 2024
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Wayne Hummer Investments 953k $56M 4% Jun 2024
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Bangor Savings Bank 940k $55M 0% Jun 2024
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Hartland & Co 939k $55M 18% Jun 2024
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APCM Wealth Management for Individuals 932k $55M -4% Jun 2024
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CWM 921k $54M 5% Jun 2024
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Rafferty Asset Management 919k $56M 100% Mar 2024
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Chicago Partners Investment 911k $56M 1% Jun 2024
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Arrow Financial Corp. 892k $52M -5% Jun 2024
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Ballentine Partners 888k $52M -2% Jun 2024
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First Hawaiian Bank 871k $51M -34% Jun 2024
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Pine Ridge Advisers 855k $50M 5% Jun 2024
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Modera Wealth Management 849k $50M -2% Jun 2024
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Charles Schwab Investment Management 474k $28M -47% Jun 2024
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Susquehanna International 341k $20M -64% Jun 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
Janney Montgomery Scott Mar 2024 1.2M $73M