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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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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LPL Financial 8.0M $2.0B 7% Sep 2023
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Jpmorgan Chase & Co 7.5M $2.1B -55% Dec 2023
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Morgan Stanley 7.1M $1.8B 5% Sep 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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Envestnet Asset Management 4.2M $1.0B 46% 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 $880M -1% Dec 2023
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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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First Command Advisory Services 2.2M $597M 1% Dec 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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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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Catalyst Capital Advisors 1.6M $390M -21% Sep 2023
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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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Millburn Ridgefield 1.5M $408M -6% Dec 2023
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Pathstone Family Office 1.4M $358M 484% Sep 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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Wellspring Financial Advisors 1.3M $4.1M 0% Sep 2023
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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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Northwestern Mutual Investment Management Company 1.2M $292M -7% Sep 2023
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AlTi Global 1.2M $322M 100% Dec 2023
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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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Creative Planning 1.1M $292M 7% Dec 2023
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Tiedemann Wealth Management 1.0M $259M 9% Sep 2023
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Alesco Advisors 1.0M $285M 12% Dec 2023
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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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Municipal Employees' Retirement System of Michigan 753k $209M 1% Dec 2023
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Mml Investors Services 722k $180M 22% Sep 2023
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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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MAI Wealth Advisors 654k $181M 7% Dec 2023
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Franklin Resources 647k $179M 3% Dec 2023
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Baird Financial 625k $173M 2% Dec 2023
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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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Citizens Financial Group 570k $158M 1% Dec 2023
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Brian McDonald 555k $138M 100% Sep 2023
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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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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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LVZ Advisors 491k $136M 1% Dec 2023
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Greenleaf Trust 472k $131M -1% Dec 2023
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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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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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First Republic Investment Management 420k $105M -8% 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 410k $114M 2% Dec 2023
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Alaska Permanent Capital Management 404k $112M 0% Dec 2023
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Sigma Investment Counselors 393k $109M 0% Dec 2023
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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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Cresset Asset Management 358k $90M 5% Sep 2023
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Ally Invest Advisors 355k $89M 0% Sep 2023
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Connecticut Wealth Management 353k $98M 4% Dec 2023
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State Street Corporation 335k $84M -3% Sep 2023
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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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Whittier Trust 315k $87M -15% Dec 2023
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Legacy Wealth Management 311k $86M 0% Dec 2023
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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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First Hawaiian Bank 307k $85M 0% Dec 2023
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Acropolis Investment Management 305k $85M 1% Dec 2023
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M^T Bank Corporation 301k $83M -2% Dec 2023
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Accredited Investors 294k $82M 57% Dec 2023
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Charles Schwab Investment Management 291k $81M -6% Dec 2023
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Farmers & Merchants Investment 290k $80M 2% Dec 2023
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Steward Partners Investment Advisory 285k $79M 0% Dec 2023
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Lutz Financial Services 284k $79M 4% Dec 2023
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First Interstate Bank 271k $75M 25% Dec 2023
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Financial Network Investment Corporation 265k $66M 14% Sep 2023
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Milestone Group 254k $70M 2% Dec 2023
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Janney Montgomery Scott 252k $70M -26% Dec 2023
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PFG Financial Advisors 251k $69M -3% Dec 2023
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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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Arkansas Financial 241k $67M 0% 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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Massmutual Trust 237k $66M -6% Dec 2023
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Leonard Rickey Investment Advisors P 234k $65M 1% Dec 2023
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Planning Alternatives 233k $65M 0% Dec 2023
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TD Asset Management 231k $64M 3% Dec 2023
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Oppenheimer Asset Management 228k $57M -2% Sep 2023
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Cambridge Investment Research Advisors 226k $63M -14% Dec 2023
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Full Sail Capital 224k $56M 3% Sep 2023
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Tarbox 223k $62M 1% Dec 2023
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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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Stratos Wealth Partners 210k $58M 6% Dec 2023
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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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MCF Advisors 202k $56M 1% Dec 2023
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RMR Wealth Builders 201k $56M 11% Dec 2023
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CWM 200k $56M -57% Dec 2023
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YCMNET Advisors 200k $50M 0% Sep 2023
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Resources Investment Advisors 196k $49M 19% Sep 2023
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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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CliftonLarsonAllen Wealth Advisors 191k $53M -1% Dec 2023
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Integrated Wealth Concepts 191k $48M 7% Sep 2023
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Arrow Financial Corp. 189k $52M 1% Dec 2023
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Multi-Financial Securities 189k $47M 15% Sep 2023
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Wayne Hummer Investments 186k $52M 1% Dec 2023
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Bangor Savings Bank 185k $51M 3% Dec 2023
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Thrivent Financial for Lutherans 183k $46M -8% Sep 2023
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Ballentine Partners 182k $50M 0% Dec 2023
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Private Advisor 179k $50M 1% Dec 2023
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Equitable Holdings 179k $45M 9% Sep 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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APCM Wealth Management for Individuals 176k $49M -16% Dec 2023
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Voya Financial Advisors 170k $43M 79% Sep 2023
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Hsbc Holdings 169k $47M 0% Dec 2023
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Cetera Investment Advisers 168k $42M 11% Sep 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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Citadel Advisors 90k $25M -49% Dec 2023
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Wealth Advisory Solutions 84k $23M -52% 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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Park Avenue Securities 27k $7.5M -85% 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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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