Who owns iShares S&P MidCap 400 Value Index?
- Ticker: IJJ
- CUSIP Number: 464287705
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P MidCap 400 Value 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 Value Index stock
Who bought or sold iShares S&P MidCap 400 Value Index this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 4.3M | $529M | 100% | Jun 2025 |
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| Wells Fargo & Company | 3.6M | $472M | -2% | Sep 2025 |
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| FMR | 3.5M | $460M | 0% | Sep 2025 |
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| UBS Group | 2.2M | $280M | 5% | Sep 2025 |
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| Envestnet Asset Management | 2.0M | $255M | 4% | Sep 2025 |
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| Pnc Financial Services | 1.3M | $171M | 1% | Sep 2025 |
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| D.A. Davidson & Co. | 1.0M | $131M | 6% | Sep 2025 |
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| Raymond James Financial | 867k | $113M | 2% | Sep 2025 |
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| Cullen Frost Bankers | 835k | $108M | 0% | Sep 2025 |
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| Ameriprise Financial | 814k | $106M | -2% | Sep 2025 |
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| LPL Financial | 788k | $102M | -2% | Sep 2025 |
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| Northern Trust | 676k | $88M | -6% | Sep 2025 |
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| Financial Engines Advisors L.L.C | 676k | $88M | -3% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 628k | $81M | 0% | Sep 2025 |
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| Royal Bank of Canada | 546k | $71M | -7% | Sep 2025 |
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| G. W. Henssler & Associates | 452k | $56M | 2% | Jun 2025 |
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| Jpmorgan Chase & Co | 429k | $56M | 0% | Sep 2025 |
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| Bank of New York Mellon | 421k | $55M | -12% | Sep 2025 |
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| HighTower Advisors | 416k | $54M | 4% | Sep 2025 |
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| Baird Financial | 348k | $45M | 4% | Sep 2025 |
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| Evensky & Katz | 346k | $45M | -24% | Sep 2025 |
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| Willis Johnson & Associates | 337k | $44M | -28% | Sep 2025 |
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| Midland Wealth Advisors | 336k | $44M | -44% | Sep 2025 |
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| MAI Wealth Advisors | 327k | $42M | -2% | Sep 2025 |
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| Bank Of Oklahoma National Association / | 313k | $41M | -1% | Sep 2025 |
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| Bryn Mawr Trust | 309k | $40M | -4% | Sep 2025 |
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| Pathstone Holdings | 268k | $35M | -1% | Sep 2025 |
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| Sontag Advisory | 266k | $34M | 2% | Sep 2025 |
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| Commonwealth Equity Services | 263k | $34M | -15% | Sep 2025 |
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| Jones Financial Companies, L.L | 254k | $33M | 16% | Sep 2025 |
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| Balance Wealth | 251k | $33M | 100% | Sep 2025 |
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| Courier Capital Corp | 241k | $31M | 1% | Sep 2025 |
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| HPM Partners | 229k | $30M | 3% | Sep 2025 |
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| Branch Banking & Trust Company | 229k | $30M | -2% | Sep 2025 |
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| Rehmann Capital Advisory | 227k | $30M | 4% | Sep 2025 |
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| Creative Planning | 222k | $29M | -1% | Sep 2025 |
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| Rockefeller Capital Management | 216k | $28M | 0% | Sep 2025 |
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| Pensionmark Financial Group | 215k | $28M | 4527% | Sep 2025 |
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| Mesirow Financial Investment Management International Equity | 192k | $25M | -9% | Sep 2025 |
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| Keybank National Association | 183k | $24M | -2% | Sep 2025 |
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| Bank Of Montreal | 175k | $22M | 100% | Jun 2025 |
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| Mariner Wealth Advisors | 169k | $22M | -1% | Sep 2025 |
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| SPC Financial | 165k | $21M | 0% | Sep 2025 |
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| Lido Advisors | 157k | $20M | 4% | Sep 2025 |
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| Sterling Financial Planning | 148k | $19M | 1% | Sep 2025 |
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| Vestmark Advisory Solutions | 132k | $17M | 100% | Sep 2025 |
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| Lutz Financial Services | 120k | $16M | 0% | Sep 2025 |
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| Colony | 120k | $16M | -2% | Sep 2025 |
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| Capital Advisors | 113k | $15M | 0% | Sep 2025 |
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| Yale Capital Corp. | 112k | $15M | 0% | Sep 2025 |
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| CI Private Wealth | 110k | $14M | -3% | Sep 2025 |
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| Advisor Group Holdings | 108k | $14M | -11% | Sep 2025 |
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| Steward Partners Investment Advisory | 106k | $14M | 0% | Sep 2025 |
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| First Merchants Bank, National Association | 106k | $14M | -8% | Sep 2025 |
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| GHP Investment Advisors | 105k | $14M | -1% | Sep 2025 |
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| Northern Oak Capital Management | 104k | $14M | -7% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 104k | $14M | -3% | Sep 2025 |
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| Natixis Asset Management Advisors | 104k | $14M | 45% | Sep 2025 |
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| Salomon & Ludwin | 103k | $14M | -2% | Sep 2025 |
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| Flaharty Asset Management | 101k | $12M | 5% | Jun 2025 |
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| Moneta Group Investment Advisors | 101k | $13M | 1% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 100k | $13M | 38% | Sep 2025 |
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| Stifel Financial | 100k | $13M | -3% | Sep 2025 |
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| Cassaday & Co Wealth Management | 99k | $13M | -1% | Sep 2025 |
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| Cetera Investment Advisers | 96k | $12M | 19% | Sep 2025 |
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| Kestra Advisory Services | 95k | $12M | -1% | Sep 2025 |
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| Brian McDonald | 95k | $12M | -2% | Sep 2025 |
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| Blue Edge Capital | 92k | $12M | 0% | Sep 2025 |
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| Cambridge Investment Research Advisors | 92k | $12M | -2% | Sep 2025 |
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| Asset Managment | 89k | $12M | 0% | Sep 2025 |
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| Ellis Investment Partners | 88k | $11M | -4% | Sep 2025 |
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| Mml Investors Services | 88k | $11M | 3% | Sep 2025 |
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| Omega Financial Group | 87k | $11M | 5% | Sep 2025 |
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| Nations Financial Group | 80k | $10M | 1% | Sep 2025 |
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| Equitable Holdings | 78k | $10M | 170% | Sep 2025 |
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| Mill Creek Capital Advisors | 72k | $9.4M | 0% | Sep 2025 |
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| Us Bancorp | 71k | $9.2M | -3% | Sep 2025 |
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| Fifth Third Bancorp | 70k | $9.1M | 1% | Sep 2025 |
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| Envestnet Portfolio Solutions | 67k | $8.7M | 2% | Sep 2025 |
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| Captrust Financial Advisors | 61k | $7.9M | -5% | Sep 2025 |
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| InvesTrust | 60k | $7.7M | 0% | Sep 2025 |
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| LMG Wealth Partners | 59k | $7.7M | 0% | Sep 2025 |
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| Oakmont Partners | 59k | $7.6M | 4% | Sep 2025 |
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| Oldfather Financial Services | 58k | $7.6M | 3% | Sep 2025 |
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| M^T Bank Corporation | 58k | $7.5M | -17% | Sep 2025 |
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| DDFG | 56k | $7.3B | 30% | Sep 2025 |
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| Leeward Investments, LLC - MA | 54k | $7.0M | 100% | Sep 2025 |
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| Ullmann Financial | 53k | $6.9M | -6% | Sep 2025 |
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| IFP Advisors | 53k | $6.8M | -32% | Sep 2025 |
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| Asset Dedication | 52k | $6.8M | 6% | Sep 2025 |
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| Greenleaf Trust | 51k | $6.7M | -1% | Sep 2025 |
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| First Citizens Financial Corp | 51k | $6.7M | 2% | Sep 2025 |
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| SOL Capital Management | 51k | $6.6M | 10% | Sep 2025 |
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| Prospera Financial Services | 50k | $6.5M | 291% | Sep 2025 |
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| Associated Banc- | 50k | $6.4M | -3% | Sep 2025 |
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| Foundation Wealth Management | 49k | $6.4M | 1% | Sep 2025 |
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| JFS Wealth Advisors | 49k | $6.4M | 14% | Sep 2025 |
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| Becker Capital Management | 49k | $6.3M | 0% | Sep 2025 |
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| Summit Financial | 48k | $6.3M | 579% | Sep 2025 |
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| McMahon Financial Advisors | 47k | $6.1M | 9% | Sep 2025 |
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| BlackRock | 47k | $6.0M | 107% | Sep 2025 |
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| Thrivent Financial for Lutherans | 46k | $5.9M | 5% | Sep 2025 |
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| Mercer Global Advisors | 45k | $5.9M | -9% | Sep 2025 |
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| Fortitude Financial | 45k | $2.9M | -3% | Sep 2025 |
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| Pittenger & Anderson | 44k | $5.8M | 0% | Sep 2025 |
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| SJA Financial Advisory | 44k | $5.7M | -4% | Sep 2025 |
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| Hudson Capital Management | 44k | $5.7M | 1% | Sep 2025 |
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| Pinnacle Financial Partners | 44k | $5.7M | 0% | Sep 2025 |
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| Cordatus Wealth Management | 43k | $5.6M | 100% | Sep 2025 |
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| Janney Montgomery Scott | 43k | $5.6M | 6% | Sep 2025 |
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| Ironwood Wealth Management | 43k | $5.6M | 4% | Sep 2025 |
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| Betterment | 42k | $5.4M | -6% | Sep 2025 |
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| One Capital Management | 42k | $5.4M | -7% | Sep 2025 |
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| Intl Fcstone | 42k | $5.4M | -2% | Sep 2025 |
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| BKM Wealth Management | 41k | $5.4M | 1% | Sep 2025 |
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| CIBC World Markets | 41k | $5.4M | 0% | Sep 2025 |
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| Warren Averett Asset Management | 40k | $5.2M | 0% | Sep 2025 |
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| Novem Group | 40k | $5.1M | -1% | Sep 2025 |
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| Ifrah Financial Services | 39k | $5.1M | 0% | Sep 2025 |
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| Wsfs Capital Management | 39k | $5.1M | 0% | Sep 2025 |
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| Csenge Advisory Group | 39k | $5.1M | 4% | Sep 2025 |
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| ETF Portfolio Partners | 39k | $5.0M | -4% | Sep 2025 |
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| Heritage Wealth Advisors | 38k | $4.2M | 0% | Sep 2025 |
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| Signature Estate and Investment Advisors | 37k | $4.8M | 2% | Sep 2025 |
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| Citadel Advisors | 36k | $4.7M | 1723% | Sep 2025 |
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| Fifth Third Wealth Advisors | 36k | $4.7M | -4% | Sep 2025 |
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| Idaho Trust Bank | 36k | $4.7M | -14% | Sep 2025 |
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| JNBA Financial Advisors | 35k | $4.6M | -2% | Sep 2025 |
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| Bleakley Financial Group | 35k | $4.6M | 3% | Sep 2025 |
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| King Wealth Management | 35k | $4.5M | -3% | Sep 2025 |
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| Goelzer Investment Management | 35k | $4.5M | -1% | Sep 2025 |
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| Huntington National Bank | 34k | $4.5M | 2% | Sep 2025 |
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| Level Four Advisory Services | 34k | $4.4M | 5% | Sep 2025 |
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| CFS Investment Advisory Services | 33k | $4.4M | 0% | Sep 2025 |
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| Private Advisor | 33k | $4.3M | -7% | Sep 2025 |
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| Brightwater Advisory | 33k | $4.3M | -1% | Sep 2025 |
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| Sierra Capital | 33k | $4.2M | -1% | Sep 2025 |
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| Centerpoint Advisors | 33k | $4.2M | 2% | Sep 2025 |
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| Sequoia Financial Advisors | 32k | $4.1M | 0% | Sep 2025 |
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| Trail Ridge Investment Advisors | 32k | $4.1M | 2% | Sep 2025 |
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| Chas. P. Smith & Associates, PA, CPA's | 32k | $4.1M | -16% | Sep 2025 |
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| NorthCrest Asset Manangement | 31k | $4.1M | -6% | Sep 2025 |
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| Susquehanna International | 31k | $4.0M | 6% | Sep 2025 |
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| Midwest Trust | 31k | $4.0M | -3% | Sep 2025 |
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| Cranbrook Wealth Management | 30k | $3.9M | -1% | Sep 2025 |
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| Modera Wealth Management | 30k | $3.9M | -2% | Sep 2025 |
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| Astra Wealth Partners | 30k | $3.8M | 2% | Sep 2025 |
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| Goldman Sachs Group | 29k | $3.8M | -60% | Sep 2025 |
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| River Wealth Advisors | 29k | $3.8M | 0% | Sep 2025 |
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| LTG Capital | 29k | $3.7M | -1% | Sep 2025 |
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| HB Wealth Management | 29k | $3.7M | 0% | Sep 2025 |
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| Glass Jacobson Investment Advisors | 28k | $3.6M | -3% | Sep 2025 |
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| M1 Capital Management | 27k | $3.5M | -6% | Sep 2025 |
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| Greenup Street Wealth Management | 7.3k | $944k | -95% | Sep 2025 |
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| Net Worth Advisory Group | 3.9k | $507k | -88% | Sep 2025 |
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Who sold out of iShares S&P MidCap 400 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Oribel Capital Management | Jun 2025 | 184k | $40M |
| Atria Wealth Solutions | Mar 2025 | 73k | $8.7M |
| Regions Bank | Jun 2025 | 72k | $8.9M |
| Patriot Financial Group Insurance Agency | Jun 2025 | 39k | $4.8M |