Who owns iShares S&P MidCap 400 Value Index?

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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 4.0M $479M 100% Mar 2024
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Wells Fargo & Company 3.8M $449M 0% Mar 2024
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FMR 3.3M $395M 100% Mar 2024
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Bank of America Corporation 2.5M $293M 12% Mar 2024
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UBS Group 1.9M $229M -1% Mar 2024
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Envestnet Asset Management 1.7M $204M 100% Mar 2024
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Pnc Financial Services 1.3M $154M 0% Mar 2024
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Ameriprise Financial 928k $110M 100% Mar 2024
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D.A. Davidson & Co. 857k $101M 0% Mar 2024
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Financial Engines Advisors L.L.C 779k $92M 100% Mar 2024
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Raymond James & Associates 693k $82M -2% Mar 2024
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Cullen Frost Bankers 691k $82M 21% Mar 2024
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Northern Trust 671k $79M 100% Mar 2024
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Northwestern Mutual Wealth Management Company 622k $74M 100% Mar 2024
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Evensky & Katz 606k $72M 1% Mar 2024
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LPL Financial 588k $70M 100% Mar 2024
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Midland Wealth Advisors 577k $68M 2% Mar 2024
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Bank of New York Mellon 503k $60M -14% Mar 2024
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Royal Bank of Canada 501k $59M 5% Mar 2024
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Commonwealth Equity Services 427k $51M 50% Mar 2024
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G. W. Henssler & Associates 419k $50M 5% Mar 2024
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Willis Johnson & Associates 415k $49M 2% Mar 2024
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Jpmorgan Chase & Co 379k $45M -3% Mar 2024
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Bryn Mawr Trust 373k $44M 100% Mar 2024
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Baird Financial 368k $44M 1% Mar 2024
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MAI Wealth Advisors 356k $42M 2% Mar 2024
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Lido Advisors 346k $41M 101% Mar 2024
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Bank Of Oklahoma National Association / 330k $39M -1% Mar 2024
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HighTower Advisors 321k $38M 23% Mar 2024
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Branch Banking & Trust Company 298k $35M -4% Mar 2024
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Pathstone Holdings 269k $32M 6% Mar 2024
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Creative Planning 259k $31M -4% Mar 2024
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Cambridge Investment Research Advisors 257k $30M 145% Mar 2024
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Duff & Phelps Investment Management 241k $29M 0% Mar 2024
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HPM Partners 234k $28M -1% Mar 2024
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Mesirow Financial Investment Management International Equity 222k $26M 100% Mar 2024
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Courier Capital Corp 216k $26M 1% Mar 2024
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Rockefeller Capital Management 211k $25M 3% Mar 2024
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Advisor Group Holdings 210k $25M 9% Mar 2024
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Rehmann Capital Advisory 193k $23M 100% Mar 2024
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Northern Oak Capital Management 185k $22M -9% Mar 2024
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Keybank National Association 182k $22M 100% Mar 2024
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SRS Capital Advisors 182k $22M -2% Mar 2024
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Salomon & Ludwin 179k $21M -2% Mar 2024
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Stifel Financial 177k $21M 32% Mar 2024
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Bank Of Montreal 175k $21M -8% Mar 2024
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Wealth Advisory Solutions 174k $21M 13% Mar 2024
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Equitable Holdings 169k $20M 1% Mar 2024
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Mariner Wealth Advisors 168k $20M -1% Mar 2024
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SPC Financial 166k $20M 1% Mar 2024
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CI Private Wealth 161k $19M 125% Mar 2024
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Raymond James Financial Services Advisors 153k $18M -3% Mar 2024
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Jmac Enterprises 150k $18M 8% Mar 2024
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Cetera Investment Advisers 134k $16M 100% Mar 2024
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Sterling Financial Planning 130k $15M 1% Mar 2024
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Capital Advisors 128k $15M 0% Mar 2024
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First Merchants Bank, National Association 127k $15M -14% Mar 2024
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ETF Portfolio Partners 126k $15M 20% Mar 2024
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Brian McDonald 125k $15M 100% Mar 2024
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Lutz Financial Services 124k $15M -3% Mar 2024
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Yale Capital Corp. 115k $14M 100% Mar 2024
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Blue Edge Capital 113k $13M 4% Mar 2024
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GHP Investment Advisors 111k $13M -1% Mar 2024
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Steward Partners Investment Advisory 109k $13M 9% Mar 2024
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Ellis Investment Partners 109k $13M -2% Mar 2024
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Kestra Advisory Services 105k $12M 5% Mar 2024
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Wealth Enhancement Advisory Services 103k $12M -5% Mar 2024
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Flaharty Asset Management 103k $12M 14% Mar 2024
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Jones Financial Companies, L.L 101k $12M 3% Mar 2024
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Goldman Sachs Group 100k $12M 223% Mar 2024
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M^T Bank Corporation 97k $12M -18% Mar 2024
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Envestnet Portfolio Solutions 95k $11M -1% Mar 2024
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Asset Managment 91k $11M 0% Mar 2024
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Cassaday & Co Wealth Management 88k $10M 0% Mar 2024
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Sontag Advisory 87k $10M 6% Mar 2024
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Atria Wealth Solutions 82k $9.7M 10% Mar 2024
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Nations Financial Group 82k $9.6M -3% Mar 2024
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Fifth Third Bancorp 81k $9.6M -2% Mar 2024
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Us Bancorp 80k $9.5M -2% Mar 2024
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Natixis Asset Management Advisors 75k $8.9M -1% Mar 2024
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Greenup Street Wealth Management 75k $8.8M 3% Mar 2024
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Omega Financial Group 73k $8.2M 5% Jun 2024
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Mill Creek Capital Advisors 72k $8.5M 0% Mar 2024
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Wintrust Financial Corporation 71k $8.3M 0% Mar 2024
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Mml Investors Services 70k $8.2M 10% Mar 2024
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Ullmann Financial 67k $7.9M -2% Mar 2024
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CIBC World Markets 62k $7.4M 100% Mar 2024
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Captrust Financial Advisors 59k $7.0M -3% Mar 2024
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Merriman Wealth Management 59k $6.9M 100% Mar 2024
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Greenleaf Trust 58k $6.9M -5% Mar 2024
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Associated Banc- 58k $6.9M 4% Mar 2024
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One Capital Management 58k $6.8M -2% Mar 2024
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LMG Wealth Partners 57k $6.8M 0% Mar 2024
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Etfidea 55k $6.5M 0% Mar 2024
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Regions Bank 54k $6.4M -2% Mar 2024
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Oldfather Financial Services 52k $6.1M 2% Mar 2024
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Colony 51k $6.1M 555% Mar 2024
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Asset Dedication 51k $6.0M -9% Mar 2024
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Becker Capital Management 49k $5.8M 0% Mar 2024
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First Citizens Financial Corp 49k $5.7M 0% Mar 2024
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Wsfs Capital Management 47k $5.6M -13% Mar 2024
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Mercer Global Advisors 47k $5.6M -27% Mar 2024
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Ironwood Wealth Management 46k $5.5M 0% Mar 2024
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SJA Financial Advisory 46k $5.4M -2% Mar 2024
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Hudson Capital Management 45k $5.3M -4% Mar 2024
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Pittenger & Anderson 44k $5.3M 0% Mar 2024
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NorthCrest Asset Manangement 44k $5.2M -2% Mar 2024
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Foundation Wealth Management 42k $5.0M -2% Mar 2024
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Ifrah Financial Services 42k $5.0M -3% Mar 2024
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Chas. P. Smith & Associates, PA, CPA's 42k $4.9M -2% Mar 2024
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JNBA Financial Advisors 41k $4.9M -4% Mar 2024
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Janney Montgomery Scott 41k $4.9M -1% Mar 2024
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BKM Wealth Management 41k $4.8M 4% Mar 2024
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JFS Wealth Advisors 41k $4.8M 34% Mar 2024
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First Hawaiian Bank 41k $4.6M -31% Jun 2024
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Patriot Financial Group Insurance Agency 40k $4.7M 46% Mar 2024
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Huntington National Bank 40k $4.7M -2% Mar 2024
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Csenge Advisory Group 40k $4.5M 23% Jun 2024
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Signature Estate and Investment Advisors 39k $4.6M 0% Mar 2024
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King Wealth Management 39k $4.6M -1% Mar 2024
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Campion Asset Management 39k $4.6M -10% Mar 2024
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Private Advisor 38k $4.5M -7% Mar 2024
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Goelzer Investment Management 38k $4.5M -1% Mar 2024
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Centerpoint Advisors 37k $4.4M -3% Mar 2024
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Sierra Capital 37k $4.4M 0% Mar 2024
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Bank of Stockton Trust & Investment 37k $4.3M -2% Mar 2024
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Bleakley Financial Group 35k $4.1M 0% Mar 2024
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Simplicity Wealth 34k $3.9M -1% Jun 2024
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Coldstream Capital Management 34k $4.0M 0% Mar 2024
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SOL Capital Management 33k $3.9M -3% Mar 2024
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LTG Capital 33k $4.0M 0% Mar 2024
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Cranbrook Wealth Management 33k $3.9M -2% Mar 2024
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River Wealth Advisors 33k $3.8M -3% Mar 2024
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Thrivent Financial for Lutherans 33k $3.8M 100% Mar 2024
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Alesco Advisors 32k $3.8M -64% Mar 2024
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Financial Counselors 31k $3.7M 1% Mar 2024
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Glass Jacobson Investment Advisors 31k $3.7M 0% Mar 2024
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Factorial Partners 31k $3.6M 100% Mar 2024
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Nikulski Financial 30k $3.6M -1% Mar 2024
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H D Vest Advisory Services 30k $3.5M 67% Mar 2024
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Trail Ridge Investment Advisors 29k $3.5M 6% Mar 2024
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Sigma Planning 29k $3.4M 162% Mar 2024
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Betterment 28k $3.3M -63% Mar 2024
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Soltis Investment Advisors 28k $3.3M 4% Mar 2024
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Modera Wealth Management 28k $3.3M 0% Mar 2024
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MEMBERS Trust 28k $3.3M -7% Mar 2024
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SNS Financial 28k $3.3M -18% Mar 2024
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Prosperity Planning 27k $3.2M 0% Mar 2024
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Vance Wealth 27k $3.1M -2% Mar 2024
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Neumann Capital Management 26k $3.1M 0% Mar 2024
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Lincoln National 25k $3.0M -45% Mar 2024
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LVZ Advisors 23k $2.7M -11% Mar 2024
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BlueChip Wealth Advisors 14k $1.6M -48% Mar 2024
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Citadel Advisors 13k $1.6M -58% Mar 2024
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Cozad Asset Management 9.2k $1.1M -72% Mar 2024
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Journey Advisory Group 5.7k $677k -87% Mar 2024
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First Heartland Consultants 4.7k $550k -95% Mar 2024
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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
Chilton Investment Dec 2023 63k $7.2M
GUNN & Co INVESTMENT MANAGEMENT Dec 2023 42k $4.8M
Idaho Trust Bank Dec 2023 41k $4.6M
Per Stirling Capital Management Dec 2023 27k $3.1M
BCJ Capital Management Dec 2023 27k $3.1M