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 18M $4.4B 7% Sep 2023
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Jpmorgan Chase & Co 17M $4.2B 144% Sep 2023
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Bank of America Corporation 12M $3.0B 2% Sep 2023
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Wells Fargo & Company 10M $2.5B -3% Sep 2023
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Bank of New York Mellon 9.3M $2.3B 4% Sep 2023
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LPL Financial 8.0M $2.0B 7% Sep 2023
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Morgan Stanley 7.1M $1.8B 5% Sep 2023
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UBS Group 4.5M $1.1B 3% Sep 2023
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Royal Bank of Canada 4.0M $1.0B 1% Sep 2023
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BlackRock 3.9M $982M 8% Sep 2023
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FMR 3.7M $932M 10% Sep 2023
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Northern Trust 3.6M $897M 2% Sep 2023
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Pnc Financial Services 3.2M $848M -3% Jun 2023
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Envestnet Asset Management 2.8M $744M 2% Jun 2023
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Raymond James & Associates 2.7M $679M 4% Sep 2023
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Mariner Wealth Advisors 2.2M $542M 5% Sep 2023
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First Command Advisory Services 2.1M $532M 1273% Sep 2023
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Goldman Sachs Group 2.0M $497M -3% Sep 2023
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Ameriprise Financial 2.0M $489M 5% Sep 2023
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Financial Engines Advisors L.L.C 1.9M $477M -1% Sep 2023
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Acorns Advisers 1.9M $468M 1% Sep 2023
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Keybank National Association 1.8M $461M -1% Sep 2023
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Branch Banking & Trust Company 1.7M $432M 0% Sep 2023
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Millburn Ridgefield 1.6M $390M -21% Sep 2023
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Catalyst Capital Advisors 1.6M $390M -21% Sep 2023
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Raymond James Financial Services Advisors 1.5M $374M 3% Sep 2023
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Regions Bank 1.5M $371M -1% Sep 2023
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Pathstone Family Office 1.4M $358M 484% Sep 2023
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HighTower Advisors 1.3M $333M 5% Sep 2023
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Sontag Advisory 1.3M $332M 0% Sep 2023
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Northwestern Mutual Investment Management Company 1.3M $330M -13% Jun 2023
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Wellspring Financial Advisors 1.3M $4.3M 0% Jun 2023
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Commonwealth Equity Services 1.2M $309M 7% Sep 2023
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Bank Of Montreal 1.2M $310M 0% Sep 2023
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Fifth Third Bancorp 1.1M $280M -16% Sep 2023
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Tiedemann Wealth Management 1.0M $259M 9% Sep 2023
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Creative Planning 980k $244M 2% Sep 2023
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Alesco Advisors 916k $228M -5% Sep 2023
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Circle Wealth Management 863k $215M 100% Sep 2023
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Us Bancorp 817k $204M 7% Sep 2023
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MEMBERS Trust 781k $196M -3% Sep 2023
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Municipal Employees' Retirement System of Michigan 746k $186M -17% Sep 2023
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Huntington National Bank 686k $171M 1% Sep 2023
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Advisor Group Holdings 652k $171M -1% Jun 2023
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Franklin Resources 629k $157M 2% Sep 2023
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Baird Financial 616k $154M 3% Sep 2023
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MAI Wealth Advisors 613k $153M 7% Sep 2023
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Stifel Financial 610k $152M 7% Sep 2023
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Mml Investors Services 593k $155M 10% Jun 2023
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Citizens Financial Group 564k $141M 2% Sep 2023
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HPM Partners 562k $147M 87% Jun 2023
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Brian McDonald 555k $138M 100% Sep 2023
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Bridges Investment Management 518k $129M -2% Sep 2023
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Haverford Trust Company 504k $126M -4% Sep 2023
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Umb Bank N A 504k $126M -1% Sep 2023
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R. M. Davis 496k $124M 5% Sep 2023
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LVZ Advisors 484k $121M -5% Sep 2023
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Greenleaf Trust 475k $118M 3% Sep 2023
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CWM 469k $117M 431% Sep 2023
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Cape Cod Five Cents Savings Bank 460k $115M 100% Sep 2023
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Sandy Spring Bank 456k $114M 0% Sep 2023
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Tiaa 455k $119M 1% Jun 2023
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Sand Hill Advisors 441k $110M -2% Sep 2023
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Tiaa Trust, National Association 421k $105M 100% Sep 2023
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First Republic Investment Management 420k $105M -8% Sep 2023
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Putnam Fl Investment Management 419k $104M 7% Sep 2023
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Jones Financial Companies, L.L 418k $104M 0% Sep 2023
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State Treasurer State Of Michigan 403k $101M -3% Sep 2023
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Alaska Permanent Capital Management 403k $100M -15% Sep 2023
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CI Private Wealth 395k $99M 9% Sep 2023
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Sigma Investment Counselors 392k $98M 0% Sep 2023
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Balyasny Asset Management 384k $96M 100% Sep 2023
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Whittier Trust 371k $93M 4% Sep 2023
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Fiduciary Trust Company 360k $90M 2% Sep 2023
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Ally Invest Advisors 355k $89M 0% Sep 2023
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Rockefeller Capital Management 344k $86M -1% Sep 2023
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Janney Montgomery Scott 341k $85M 28% Sep 2023
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Cresset Asset Management 340k $89M 8% Jun 2023
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Connecticut Wealth Management 340k $85M 4% Sep 2023
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Linscomb & Williams 339k $85M -5% Sep 2023
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State Street Corporation 335k $84M -3% Sep 2023
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Captrust Financial Advisors 333k $83M 2% Sep 2023
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Bank Of Oklahoma National Association / 323k $76M -1% Sep 2023
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Cahaba Wealth Management 321k $80M 3% Sep 2023
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Bessemer 315k $82M 0% Jun 2023
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Legacy Wealth Management 313k $78M -1% Sep 2023
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Charles Schwab Investment Management 308k $77M 99% Sep 2023
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Chandler Asset Management 308k $81M 0% Jun 2023
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M^T Bank Corporation 306k $76M 0% Sep 2023
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First Hawaiian Bank 306k $76M -1% Sep 2023
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Horizon Investments 304k $76M 87% Sep 2023
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Acropolis Investment Management 303k $76M 0% Sep 2023
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Badgley Phelps Wealth Managers 300k $75M 2% Sep 2023
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BLB^B Advisors 297k $74M 11% Sep 2023
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Steward Partners Investment Advisory 285k $71M 4% Sep 2023
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Farmers & Merchants Investment 284k $71M 6% Sep 2023
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United Capital Financial Advisers 274k $68M -11% Sep 2023
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Lutz Financial Services 274k $68M 1% Sep 2023
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Financial Network Investment Corporation 265k $66M 14% Sep 2023
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Cambridge Investment Research Advisors 262k $65M 4% Sep 2023
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PFG Financial Advisors 259k $65M 0% Sep 2023
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MainStreet Investment Advisors 258k $64M -5% Sep 2023
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Massmutual Trust 252k $63M -4% Sep 2023
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Milestone Group 249k $62M 1% Sep 2023
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Lee Financial 244k $61M -5% Sep 2023
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Arkansas Financial 242k $60M -1% Sep 2023
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Klingman & Associates 240k $60M 4% Sep 2023
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Phillips Financial Management 239k $60M -2% Sep 2023
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Planning Alternatives 232k $58M -1% Sep 2023
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Leonard Rickey Investment Advisors P 231k $58M 0% Sep 2023
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Oppenheimer Asset Management 228k $57M -2% Sep 2023
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Kestra Advisory Services 227k $59M -12% Jun 2023
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Smith Anglin Financial 224k $56M 3% Sep 2023
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TD Asset Management 224k $56M 0% Sep 2023
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Full Sail Capital 224k $56M 3% Sep 2023
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Tarbox 221k $55M -1% Sep 2023
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Sage Financial 219k $55M 3% Sep 2023
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First Interstate Bank 216k $54M 1% Sep 2023
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Madison Asset Management 216k $57M -4% Jun 2023
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Barclays 211k $53M -25% Sep 2023
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Bank of Nova Scotia 209k $52M 0% Sep 2023
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APCM Wealth Management for Individuals 209k $52M 2% Sep 2023
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ValMark Advisers 207k $52M -1% Sep 2023
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Capital Analysts 205k $54M 2% Jun 2023
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Whittier Trust Co. of Nevada 202k $50M 3% Sep 2023
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FTB Advisors 200k $50M 3% Sep 2023
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YCMNET Advisors 200k $50M 0% Sep 2023
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MCF Advisors 200k $50M 0% Sep 2023
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Journey Strategic Wealth 200k $50M 0% Sep 2023
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Stratos Wealth Partners 199k $50M 6% Sep 2023
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American Trust 199k $50M 0% Sep 2023
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Resources Investment Advisors 196k $49M 19% Sep 2023
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CliftonLarsonAllen Wealth Advisors 194k $48M 0% Sep 2023
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Moneta Group Investment Advisors 192k $48M 13% Sep 2023
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Goelzer Investment Management 191k $48M 0% Sep 2023
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Integrated Wealth Concepts 191k $48M 7% Sep 2023
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Multi-Financial Securities 189k $47M 15% Sep 2023
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Arrow Financial Corp. 188k $47M -1% Sep 2023
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Accredited Investors 187k $47M 4% Sep 2023
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JNBA Financial Advisors 186k $46M 1% Sep 2023
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Park Avenue Securities 186k $46M 675% Sep 2023
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Wayne Hummer Investments 185k $48M 1% Jun 2023
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AE Wealth Management 184k $46M 39% Sep 2023
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Thrivent Financial for Lutherans 183k $46M -8% Sep 2023
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RMR Wealth Builders 182k $45M 12% Sep 2023
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Ballentine Partners 182k $45M 0% Sep 2023
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Bangor Savings Bank 180k $45M -1% Sep 2023
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Kuntz Lesher Capital 179k $45M 3% Sep 2023
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Equitable Holdings 179k $45M 9% Sep 2023
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Private Advisor 178k $45M 2% Sep 2023
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Citadel Advisors 176k $44M 164% Sep 2023
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Mercer Global Advisors 148k $37M -26% Sep 2023
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Bp Wealth Management 136k $34M -32% Sep 2023
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Voya Financial Advisors 95k $25M -49% Jun 2023
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Natixis Asset Management Advisors 70k $18M -76% Sep 2023
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Amerivest Investment Management 0 $0 -100% Sep 2023
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Who sold out of iShares S&P MidCap 400 Index?

Fund or Company Name Date Sold Shares Held Valued At
Veritable Jun 2023 1.2M $315M
Modera Wealth Management Jun 2023 182k $48M