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 4.1M $416M -2% Sep 2023
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Wells Fargo & Company 3.8M $435M -5% Dec 2023
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FMR 3.3M $338M -4% Sep 2023
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Bank of America Corporation 2.2M $253M -2% Dec 2023
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UBS Group 2.0M $224M 3% Dec 2023
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Envestnet Asset Management 1.7M $173M -9% Sep 2023
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Pnc Financial Services 1.3M $148M -5% Dec 2023
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Ameriprise Financial 1.1M $115M -3% Sep 2023
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D.A. Davidson & Co. 857k $98M -2% Dec 2023
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LPL Financial 854k $86M 45% Sep 2023
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Financial Engines Advisors L.L.C 798k $81M -2% Sep 2023
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Raymond James & Associates 706k $81M 1% Dec 2023
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Northern Trust 663k $67M -1% Sep 2023
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Evensky & Katz 598k $68M 3% Dec 2023
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Northwestern Mutual Wealth Management Company 591k $60M -1% Sep 2023
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Bank of New York Mellon 585k $67M -21% Dec 2023
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Cullen Frost Bankers 572k $65M 17% Dec 2023
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Midland Wealth Advisors 564k $64M 100% Dec 2023
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Royal Bank of Canada 479k $55M 2% Dec 2023
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Bryn Mawr Trust 433k $44M -7% Sep 2023
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Willis Johnson & Associates 408k $47M 3% Dec 2023
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G. W. Henssler & Associates 400k $46M -1% Dec 2023
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Jpmorgan Chase & Co 391k $45M 29% Dec 2023
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Baird Financial 364k $42M 2% Dec 2023
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MAI Wealth Advisors 350k $40M -1% Dec 2023
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Bank Of Oklahoma National Association / 334k $38M 0% Dec 2023
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Branch Banking & Trust Company 309k $35M -5% Dec 2023
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Commonwealth Equity Services 284k $32M 9% Dec 2023
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Creative Planning 270k $31M -2% Dec 2023
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HighTower Advisors 261k $30M 33% Dec 2023
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Pathstone Family Office 256k $26M 1% Sep 2023
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Pathstone Holdings 254k $29M 100% Dec 2023
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Duff & Phelps Investment Management 241k $28M 1% Dec 2023
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HPM Partners 237k $27M -2% Dec 2023
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Courier Capital Corp 214k $24M 2% Dec 2023
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Rockefeller Capital Management 205k $23M 4% Dec 2023
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Northern Oak Capital Management 204k $23M -6% Dec 2023
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Advisor Group Holdings 192k $22M -32% Dec 2023
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Bank Of Montreal 190k $22M 9% Dec 2023
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Equitable Holdings 187k $19M 1% Sep 2023
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Keybank National Association 185k $19M -3% Sep 2023
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SRS Capital Advisors 185k $21M -2% Dec 2023
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Salomon & Ludwin 183k $18M 0% Dec 2023
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Lido Advisors 172k $20M 1% Dec 2023
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Mariner Wealth Advisors 169k $19M 2% Dec 2023
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SPC Financial 164k $19M -2% Dec 2023
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Raymond James Financial Services Advisors 158k $18M 6% Dec 2023
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Key Bridge Compliance 157k $16M 100% Sep 2023
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Wealth Advisory Solutions 155k $18M -50% Dec 2023
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First Merchants Bank, National Association 148k $17M -2% Dec 2023
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Rehmann Capital Advisory 141k $14M 11% Sep 2023
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Jmac Enterprises 139k $16M 2% Dec 2023
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Stifel Financial 134k $15M -3% Dec 2023
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Brian McDonald 133k $14M 100% Sep 2023
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Capital Advisors 128k $15M 1% Dec 2023
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Sterling Financial Planning 128k $15M 2% Dec 2023
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Lutz Financial Services 128k $15M -1% Dec 2023
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M^T Bank Corporation 118k $13M -15% Dec 2023
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Yale Capital Corp. 115k $12M 0% Sep 2023
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GHP Investment Advisors 112k $13M -2% Dec 2023
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First Republic Investment Management 111k $11M -11% Sep 2023
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Ellis Investment Partners 111k $13M 1% Dec 2023
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Wealth Enhancement Advisory Services 109k $12M 10% Dec 2023
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Blue Edge Capital 108k $12M 1% Dec 2023
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Cambridge Investment Research Advisors 105k $12M -1% Dec 2023
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ETF Portfolio Partners 105k $12M 1% Dec 2023
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Kestra Advisory Services 100k $11M 23% Dec 2023
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Steward Partners Investment Advisory 100k $11M -4% Dec 2023
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Jones Financial Companies, L.L 98k $9.9M 2% Sep 2023
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Envestnet Portfolio Solutions 96k $11M 100% Dec 2023
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First Heartland Consultants 92k $11M 16% Dec 2023
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Flaharty Asset Management 90k $10M 0% Dec 2023
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Asset Managment 90k $9.1M 0% Sep 2023
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Alesco Advisors 90k $10M -61% Dec 2023
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Cassaday & Co Wealth Management 88k $10M 27% Dec 2023
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Nations Financial Group 84k $9.6M -8% Dec 2023
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Us Bancorp 82k $9.4M -11% Dec 2023
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Fifth Third Bancorp 82k $9.4M -8% Dec 2023
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Sontag Advisory 82k $9.3M -2% Dec 2023
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Natixis Asset Management Advisors 76k $8.7M -4% Dec 2023
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Betterment 75k $8.6M 13% Dec 2023
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Atria Wealth Solutions 75k $8.6M 2% Dec 2023
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Greenup Street Wealth Management 72k $8.3M 4% Dec 2023
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Mill Creek Capital Advisors 72k $7.3M -4% Sep 2023
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CI Private Wealth 72k $8.2M 104% Dec 2023
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Cetera Investment Advisers 71k $7.2M -4% Sep 2023
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Wintrust Financial Corporation 71k $8.1M -2% Dec 2023
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First Hawaiian Bank 70k $8.0M -1% Dec 2023
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Ullmann Financial 68k $7.8M -14% Dec 2023
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Omega Financial Group 67k $7.6M 8% Dec 2023
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Mercer Global Advisors 64k $7.3M -4% Dec 2023
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Chilton Investment 63k $7.2M 0% Dec 2023
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Mml Investors Services 62k $6.3M -10% Sep 2023
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Merriman Wealth Management 62k $6.3M -2% Sep 2023
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Greenleaf Trust 62k $7.0M 16% Dec 2023
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Captrust Financial Advisors 61k $7.0M 11% Dec 2023
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Moneta Group Investment Advisors 60k $6.9M 2% Dec 2023
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One Capital Management 59k $6.7M 12% Dec 2023
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Financial Network Investment Corporation 59k $5.9M -16% Sep 2023
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LMG Wealth Partners 58k $6.6M 0% Dec 2023
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Associated Banc- 56k $6.4M 26% Dec 2023
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Asset Dedication 56k $6.4M -1% Dec 2023
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Prospera Financial Services 56k $6.3M 238% Dec 2023
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Regions Bank 55k $6.3M -4% Dec 2023
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Etfidea 55k $6.3M 8% Dec 2023
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IFP Advisors 54k $6.1M 1784% Dec 2023
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Wsfs Capital Management 54k $6.1M -10% Dec 2023
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CIBC World Markets 53k $5.4M 0% Sep 2023
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Oldfather Financial Services 51k $5.8M 3% Dec 2023
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Becker Capital Management 49k $5.6M 0% Dec 2023
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First Citizens Financial Corp 49k $5.5M -4% Dec 2023
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Hudson Capital Management 47k $5.3M 0% Dec 2023
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SJA Financial Advisory 47k $5.3M 2% Dec 2023
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Ironwood Wealth Management 47k $5.3M -1% Dec 2023
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Lincoln National 46k $5.2M 100% Dec 2023
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DDFG 45k $4.6B -2% Sep 2023
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NorthCrest Asset Manangement 45k $5.1M -5% Dec 2023
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Pittenger & Anderson 44k $5.1M 0% Dec 2023
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Foundation Wealth Management 43k $5.0M 2% Dec 2023
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Ifrah Financial Services 43k $4.9M -2% Dec 2023
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Campion Asset Management 43k $4.9M -6% Dec 2023
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Susquehanna International 43k $4.3M 6% Sep 2023
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Journey Advisory Group 43k $4.9M 2% Dec 2023
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JNBA Financial Advisors 43k $4.9M -3% Dec 2023
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Chas. P. Smith & Associates, PA, CPA's 42k $4.8M -4% Dec 2023
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GUNN & Co INVESTMENT MANAGEMENT 42k $4.8M 100% Dec 2023
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Janney Montgomery Scott 41k $4.7M -33% Dec 2023
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Private Advisor 41k $4.7M 0% Dec 2023
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GW & Wade 41k $4.7M 5% Dec 2023
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Huntington National Bank 41k $4.6M -5% Dec 2023
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Idaho Trust Bank 41k $4.6M 38% Dec 2023
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BKM Wealth Management 39k $4.5M 100% Dec 2023
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Signature Estate and Investment Advisors 39k $4.5M -4% Dec 2023
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King Wealth Management 39k $4.5M -2% Dec 2023
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Centerpoint Advisors 39k $4.4M -2% Dec 2023
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Goelzer Investment Management 38k $4.3M -3% Dec 2023
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Bank of Stockton Trust & Investment 37k $4.1M -4% Dec 2023
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Sierra Capital 37k $4.2M 1% Dec 2023
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CFS Investment Advisory Services 36k $3.6M -4% Sep 2023
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Bleakley Financial Group 35k $3.9M -1% Dec 2023
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Sawtooth Asset Management 35k $3.9M -1% Dec 2023
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SOL Capital Management 34k $3.9M -10% Dec 2023
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SNS Financial 34k $3.8M -3% Dec 2023
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Coldstream Capital Management 34k $3.8M -6% Dec 2023
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River Wealth Advisors 33k $3.4M -3% Sep 2023
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Cozad Asset Management 33k $3.8M 3% Dec 2023
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Cranbrook Wealth Management 33k $3.8M -4% Dec 2023
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LTG Capital 33k $3.8M -2% Dec 2023
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Citadel Advisors 32k $3.6M 251% Dec 2023
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Glass Jacobson Investment Advisors 31k $3.5M 3% Dec 2023
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MEMBERS Trust 30k $3.5M -6% Dec 2023
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Vance Wealth 27k $3.1M -18% Dec 2023
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Pensionmark Financial Group 24k $2.7M -87% Dec 2023
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Smith Anglin Financial 13k $1.4M -95% Dec 2023
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JSF Financial 4.4k $447k -96% Sep 2023
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Cosner Financial Group 2.2k $249k -96% Dec 2023
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