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
Wells Fargo & Company 5.3M $586M -3% Dec 2021
Morgan Stanley 4.6M $504M 100% Mar 2022
FMR 3.8M $420M 4% Mar 2022
Bank of America Corporation 2.3M $250M 100% Dec 2021
Envestnet Asset Management 1.4M $152M -6% Mar 2022
Hamilton Capital Management 1.2M $135M 10% Mar 2022
Natixis Asset Management Advisors 890k $99M 6% Dec 2021
Financial Engines Advisors L.L.C 887k $97M -15% Mar 2022
Raymond James & Associates 872k $96M 2% Mar 2022
People's United Financial 804k $88M -8% Mar 2022
Pnc Financial Services 803k $89M 1% Dec 2021

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D.A. Davidson & Co. 723k $80M 2% Dec 2021
Barber Financial 711k $78M 251% Mar 2022
Northwestern Mutual Wealth Management Company 683k $75M -2% Mar 2022
Northern Trust 558k $61M 5% Mar 2022
Evensky & Katz 547k $60M 0% Mar 2022
Palladium Partners,LLC dba Palladium Registered Investment Advisors 451k $50M 2% Mar 2022
One Capital Management 441k $48M 1219% Mar 2022
Bank of New York Mellon 431k $47M 49% Mar 2022
Hanson McClain Advisors 427k $47M 520% Mar 2022
Accredited Investors 424k $46M 8% Mar 2022
Branch Banking & Trust Company 418k $46M -10% Mar 2022
DAL Investment Company 408k $45M 0% Dec 2021
Bank Of Oklahoma National Association / 377k $41M -3% Mar 2022
Advisor Group Holdings 377k $41M 7% Mar 2022
Willis Johnson & Associates 375k $41M 5% Mar 2022
Jpmorgan Chase & Co 341k $37M 12% Mar 2022
Baird Financial 340k $37M 6% Mar 2022
Equitable Holdings 323k $36M 0% Mar 2022
Cambridge Investment Research Advisors 302k $33M 9% Dec 2021
MAI Wealth Advisors 297k $33M 1% Mar 2022
Northern Oak Capital Management 288k $32M 0% Dec 2021
Rex Capital Advisors 261k $29M 2% Dec 2021
Brookstone Capital Management 244k $26M 719% Mar 2022
Duff & Phelps Investment Management 234k $26M 0% Mar 2022
Pensionmark Financial Group 225k $25M 1% Mar 2022
Commonwealth Equity Services 224k $25M -22% Mar 2022
Merriman Wealth Management 223k $24M 71% Mar 2022
Keybank National Association 211k $23M -2% Mar 2022
Stifel Financial 191k $21M 22% Mar 2022
Keystone Wealth Partners 187k $21M 8% Mar 2022
Salomon & Ludwin 187k $21M 0% Mar 2022
Cullen Frost Bankers 181k $20M 47% Mar 2022
Flaharty Asset Management 178k $20M 6% Mar 2022
First Merchants Bank, National Association 172k $19M -2% Mar 2022
Rehmann Capital Advisory 172k $19M 0% Dec 2021
SPC Financial 161k $18M -5% Mar 2022
Smith Anglin Financial 157k $17M 18% Dec 2021
Raymond James Financial Services Advisors 154k $17M 2% Mar 2022
Johnson Midwest Financial 147k $16M 457869% Mar 2022
Lido Advisors 143k $16M 1% Mar 2022
Pinkerton Retirement Specialists 142k $16M 27% Dec 2021
HighTower Advisors 141k $16M 38% Dec 2021
Bank Of Montreal 139k $16M -5% Dec 2021
Lutz Financial Services 134k $15M 0% Mar 2022
Capital Advisors 129k $14M 1% Mar 2022
Karp Capital Management 123k $14M 100% Mar 2022
Mariner Wealth Advisors 123k $14M 3% Mar 2022
HNP Capital 122k $13M 100% Mar 2022
Courier Capital Corp 122k $13M 0% Mar 2022
Yale Capital Corp. 116k $13M 0% Mar 2022
GHP Investment Advisors 115k $13M 0% Mar 2022
Ellis Investment Partners 108k $12M -4% Mar 2022
Private Advisor 107k $12M 0% Mar 2022
Kestra Advisory Services 106k $12M 24% Mar 2022
Jones Financial Companies, L.L 103k $11M 5% Mar 2022
Rockefeller Capital Management 101k $0 4% Mar 2022
Steward Partners Investment Advisory 100k $11M 0% Mar 2022
First Republic Investment Management 100k $11M 3% Dec 2021
ETF Portfolio Partners 100k $11M 3% Mar 2022
AE Wealth Management 99k $11M 95% Dec 2021
Ullmann Financial 97k $11M 11% Mar 2022
Sterling Financial Planning 97k $11M 2% Mar 2022
Cetera Investment Advisers 96k $11M -17% Mar 2022
Kings Point Capital Management 89k $9.9M -10% Dec 2021
Fifth Third Bancorp 87k $9.5M 1% Mar 2022
Mercer Global Advisors 84k $9.2M 0% Mar 2022
Nations Financial Group 84k $9.2M -9% Mar 2022
First Hawaiian Bank 81k $8.9M -1% Mar 2022
Holland Advisory Services 80k $8.8M -3% Mar 2022
Heron Financial Group 73k $7.8M 1% Dec 2021
Wintrust Financial Corporation 70k $7.7M 1% Mar 2022
Hudson Capital Management 68k $7.5M 0% Mar 2022
Us Bancorp 68k $7.4M 4% Mar 2022
Pinnacle Family Advisors 66k $7.2M 429% Mar 2022
Aries Wealth Management 64k $7.0M 100% Mar 2022
Omega Financial Group 64k $7.0M 11% Mar 2022
Mml Investors Services 63k $6.9M 4% Mar 2022
Chilton Investment 63k $6.9M -30% Mar 2022
Creative Planning 61k $6.8M 1% Dec 2021
M^T Bank Corporation 61k $6.7M 3% Mar 2022
Huntington National Bank 60k $6.6M 15% Mar 2022
MEMBERS Trust 60k $6.6M -1% Dec 2021
IFP Advisors 59k $6.6M -19% Dec 2021
Scotia Capital 58k $6.3M 100% Mar 2022
Goelzer Investment Management 56k $6.2M 0% Mar 2022
Regions Bank 55k $6.0M 2% Mar 2022
Chas. P. Smith & Associates, PA, CPA's 55k $6.0M 0% Mar 2022
Greenleaf Trust 54k $5.9M -1% Mar 2022
Great Diamond Partners 53k $5.8M 100% Mar 2022
Soltis Investment Advisors 51k $5.5M 4% Mar 2022
Ferris Capital 49k $5.3M 0% Mar 2022
Ifrah Financial Services 47k $5.2M 1% Mar 2022
Centerpoint Advisors 47k $5.1M -2% Mar 2022
NorthCrest Asset Manangement 47k $5.2M 100% Dec 2021
Ironwood Wealth Management 46k $5.1M 2% Mar 2022
SJA Financial Advisory 46k $5.0M 0% Mar 2022
First Citizens Financial Corp 46k $5.1M -2% Dec 2021
Phillips Financial Management 45k $5.0M 2% Mar 2022
JNBA Financial Advisors 45k $5.0M -2% Mar 2022
Stephens 45k $4.9M -30% Mar 2022
Pittenger & Anderson 44k $4.9M 0% Mar 2022
Asset Dedication 40k $4.4M 5% Mar 2022
Betterment 40k $4.4M -31% Dec 2021
King Wealth Management 40k $4.4M 66% Dec 2021
River Wealth Advisors 38k $4.2M -1% Mar 2022
Csenge Advisory Group 38k $4.2M 17% Mar 2022
Windsor Group 38k $4.0M -58% Mar 2022
Coldstream Capital Management 38k $4.1M -22% Mar 2022
Oldfather Financial Services 36k $3.8M 5% Mar 2022
Hancock Whitney Investment Services 35k $3.8M 100% Mar 2022
Campion Asset Management 34k $3.7M 10% Mar 2022
UnionBanCal Corporation 33k $3.6M 10% Mar 2022
SOL Capital Management 33k $3.7M 5% Dec 2021
Captrust Financial Advisors 33k $3.6M 35% Mar 2022
Associated Banc- 32k $3.5M 7% Mar 2022
Nauset Wealth Management 31k $3.4M 100% Mar 2022
First Command Financial Services 30k $3.3M 1% Mar 2022
First Command Bank 30k $3.3M 45% Mar 2022
Factorial Partners 30k $3.3M 7% Mar 2022
Jane Street 30k $3.3M 813% Mar 2022
Signature Estate and Investment Advisors 30k $3.2M 1% Mar 2022
Norway Savings Bank 29k $3.2M -2% Mar 2022
Janney Montgomery Scott 29k $3.2M -23% Mar 2022
Oxler Private Wealth 29k $3.2M 6% Dec 2021
First Trust Advisors 29k $3.2M -4% Mar 2022
Sigma Planning 28k $3.1M -47% Mar 2022
Platte River Wealth Advisors 28k $3.2M -7% Dec 2021
Mattern Wealth Management 28k $3.1M -72% Mar 2022
H D Vest Advisory Services 28k $3.0M 161% Mar 2022
Financial Counselors 28k $3.0M 0% Mar 2022
JFS Wealth Advisors 27k $3.0M -3% Mar 2022
SRS Capital Advisors 27k $3.0M -9% Dec 2021
Greenup Street Wealth Management 27k $3.0M 100% Dec 2021
Patriot Financial Group Insurance Agency 27k $3.0M 151% Mar 2022
Smith Shellnut Wilson 27k $3.0M -13% Mar 2022
Stokes Family Office 27k $3.0M 2% Dec 2021
Umb Bank N A 27k $2.9M 0% Mar 2022
Crescent Capital Consulting 27k $3.0M -24% Dec 2021
Crescent Grove Advisors 27k $2.9M 105% Mar 2022
Modera Wealth Management 26k $2.9M -2% Mar 2022
Nelson, Van Denburg & Campbell Wealth Management 23k $2.5M -19% Mar 2022
Goldman Sachs Group 21k $2.2M -60% Mar 2022
First Citizens Bank & Trust 18k $2.0M -78% Mar 2022
Thrivent Financial for Lutherans 16k $1.7M -86% Mar 2022
Belpointe Asset Management 10k $1.1M -66% Mar 2022
EWG Elevate 5.0k $545k -93% Mar 2022
Clear Creek Financial Management 4.6k $504k -95% Mar 2022
Ascension Capital Advisors 2.6k $280k -97% Mar 2022
First Command Advisory Services 1.5k $166k -100% Mar 2022

Who sold out of iShares S&P MidCap 400 Value Index?

Fund or Company Name Date Sold Shares Held Valued At
Piershale Financial Dec 2021 258k $29M
Royal Fund Management Dec 2021 57k $6.3M
Mutual Advisors Sep 2021 53k $5.4M
Anchor Capital Advisors Dec 2021 38k $4.2M
CIBC World Markets Sep 2021 35k $3.6M