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 $508M 1% Dec 2024
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Wells Fargo & Company 3.6M $447M 1% Dec 2024
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FMR 3.4M $421M 4% Dec 2024
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Bank of America Corporation 2.3M $293M 2% Dec 2024
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UBS Group 2.2M $269M 12% Dec 2024
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Envestnet Asset Management 1.9M $233M 4% Dec 2024
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Pnc Financial Services 1.4M $176M 4% Dec 2024
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Ameriprise Financial 988k $123M 8% Dec 2024
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D.A. Davidson & Co. 923k $111M 3% Mar 2025
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Raymond James Financial 854k $107M 100% Dec 2024
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Cullen Frost Bankers 705k $88M 0% Dec 2024
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Northern Trust 705k $88M 3% Dec 2024
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Financial Engines Advisors L.L.C 690k $86M -6% Dec 2024
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LPL Financial 654k $82M 8% Dec 2024
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Evensky & Katz 637k $80M 0% Dec 2024
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Northwestern Mutual Wealth Management Company 598k $75M 0% Dec 2024
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Midland Wealth Advisors 586k $70M 1% Mar 2025
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Modern Wealth Management 543k $69M 100% Dec 2024
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Royal Bank of Canada 525k $66M 1% Dec 2024
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Willis Johnson & Associates 455k $57M 2% Dec 2024
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Jpmorgan Chase & Co 425k $53M 9% Dec 2024
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G. W. Henssler & Associates 419k $52M -1% Dec 2024
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Bank of New York Mellon 418k $52M -1% Dec 2024
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HighTower Advisors 391k $49M 7% Dec 2024
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Baird Financial 362k $45M -1% Dec 2024
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MAI Wealth Advisors 358k $45M 1% Dec 2024
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Commonwealth Equity Services 341k $43M 20% Dec 2024
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Bryn Mawr Trust 325k $41M -2% Dec 2024
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Bank Of Oklahoma National Association / 324k $40M -1% Dec 2024
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Branch Banking & Trust Company 269k $34M -3% Dec 2024
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Pathstone Holdings 256k $32M -5% Dec 2024
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Creative Planning 243k $30M 4% Dec 2024
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Courier Capital Corp 238k $29M 0% Mar 2025
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HPM Partners 231k $29M -1% Dec 2024
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Mesirow Financial Investment Management International Equity 217k $27M 0% Dec 2024
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Rockefeller Capital Management 217k $27M 0% Dec 2024
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Rehmann Capital Advisory 199k $25M -1% Dec 2024
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Lido Advisors 198k $25M -47% Dec 2024
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Keybank National Association 191k $23M 8% Mar 2025
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SRS Capital Advisors 174k $22M -2% Dec 2024
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Mariner Wealth Advisors 169k $21M 0% Dec 2024
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Bank Of Montreal 167k $21M 3% Dec 2024
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SPC Financial 164k $21M 2% Dec 2024
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Wealth Advisory Solutions 163k $20M 0% Dec 2024
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Jones Financial Companies, L.L 156k $20M 15% Dec 2024
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Equitable Holdings 149k $19M -2% Dec 2024
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Northern Oak Capital Management 137k $17M -14% Dec 2024
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Advisor Group Holdings 137k $17M 4% Dec 2024
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Sterling Financial Planning 135k $17M -1% Dec 2024
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Blue Edge Capital 128k $16M 14% Dec 2024
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Greenup Street Wealth Management 123k $15M 13% Mar 2025
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CI Private Wealth 123k $15M -17% Dec 2024
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Lutz Financial Services 122k $15M -1% Dec 2024
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Capital Advisors 120k $14M -2% Mar 2025
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Sontag Advisory 119k $15M 5% Dec 2024
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First Merchants Bank, National Association 119k $14M -1% Mar 2025
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Yale Capital Corp. 116k $15M 1% Dec 2024
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Steward Partners Investment Advisory 110k $14M -1% Dec 2024
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Stifel Financial 109k $14M -5% Dec 2024
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Salomon & Ludwin 108k $13M -3% Mar 2025
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Kestra Advisory Services 107k $13M 2% Dec 2024
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GHP Investment Advisors 107k $13M -2% Mar 2025
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Cetera Investment Advisers 107k $13M -1% Dec 2024
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Cambridge Investment Research Advisors 104k $12M 19% Mar 2025
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Wealth Enhancement Advisory Services 104k $12M -7% Mar 2025
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Flaharty Asset Management 102k $13M -2% Dec 2024
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Ellis Investment Partners 97k $12M 0% Dec 2024
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Brian McDonald 95k $12M -21% Dec 2024
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Moneta Group Investment Advisors 95k $12M -7% Dec 2024
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Asset Managment 91k $11M 0% Dec 2024
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Envestnet Portfolio Solutions 88k $11M 0% Mar 2025
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Cassaday & Co Wealth Management 87k $11M 0% Dec 2024
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Nations Financial Group 83k $10M 0% Dec 2024
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Us Bancorp 81k $10M 0% Dec 2024
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Omega Financial Group 81k $10M 2% Dec 2024
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Atria Wealth Solutions 77k $9.6M 4% Dec 2024
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M^T Bank Corporation 76k $9.4M -9% Dec 2024
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Prospera Financial Services 74k $9.3M 28% Dec 2024
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Mill Creek Capital Advisors 72k $9.0M 0% Dec 2024
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Natixis Asset Management Advisors 72k $9.0M -2% Dec 2024
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Colony 72k $9.0M 206% Dec 2024
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Fifth Third Bancorp 71k $8.4M -4% Mar 2025
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Wintrust Financial Corporation 66k $8.2M -7% Dec 2024
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InvesTrust 62k $7.4M -1% Mar 2025
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Jmac Enterprises 62k $7.4M -56% Mar 2025
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Associated Banc- 61k $7.6M 0% Dec 2024
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Captrust Financial Advisors 59k $7.3M -1% Dec 2024
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Ullmann Financial 58k $7.0M -6% Mar 2025
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LMG Wealth Partners 58k $7.2M 0% Dec 2024
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Greenleaf Trust 57k $7.1M 0% Dec 2024
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Whalen Wealth Management 57k $6.8M 100% Mar 2025
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Mml Investors Services 55k $6.9M 8% Dec 2024
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Regions Bank 55k $6.8M 2% Dec 2024
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Merriman Wealth Management 54k $6.7M -5% Dec 2024
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Oldfather Financial Services 53k $6.7M 1% Dec 2024
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Becker Capital Management 49k $6.1M 0% Dec 2024
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First Citizens Financial Corp 47k $5.7M 0% Mar 2025
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Oakmont Partners 46k $5.7M 12% Dec 2024
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Pittenger & Anderson 44k $5.5M 0% Dec 2024
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Intl Fcstone 44k $5.5M 100% Dec 2024
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Mercer Global Advisors 44k $5.5M -2% Dec 2024
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Fifth Third Wealth Advisors 44k $5.2M 64% Mar 2025
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SJA Financial Advisory 44k $5.4M -4% Dec 2024
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Hudson Capital Management 44k $5.2M 2% Mar 2025
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One Capital Management 44k $5.4M -9% Dec 2024
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CIBC World Markets 43k $5.4M -9% Dec 2024
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ETF Portfolio Partners 43k $5.2M -55% Mar 2025
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Asset Dedication 43k $5.3M -16% Dec 2024
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JFS Wealth Advisors 42k $5.0M 1% Mar 2025
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Idaho Trust Bank 42k $5.2M 19% Dec 2024
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BKM Wealth Management 42k $5.2M -1% Dec 2024
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Ironwood Wealth Management 42k $5.0M -2% Mar 2025
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Cordatus Wealth Management 41k $5.1M 0% Dec 2024
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Janney Montgomery Scott 41k $4.9M -3% Mar 2025
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Ifrah Financial Services 41k $5.1M -1% Dec 2024
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Wsfs Capital Management 40k $5.0M -3% Dec 2024
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Private Advisor 40k $5.0M -4% Dec 2024
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Huntington National Bank 40k $5.0M -1% Dec 2024
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Foundation Wealth Management 40k $5.0M -2% Dec 2024
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Chas. P. Smith & Associates, PA, CPA's 39k $4.9M -2% Dec 2024
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Thrivent Financial for Lutherans 39k $4.9M 50% Dec 2024
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Patriot Financial Group Insurance Agency 38k $4.6M -13% Mar 2025
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Warren Averett Asset Management 38k $4.7M 231% Dec 2024
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Heritage Wealth Advisors 38k $4.0M 0% Dec 2024
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Pinnacle Financial Partners 38k $4.5M 22% Mar 2025
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Astra Wealth Partners 37k $4.6M 100% Dec 2024
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USA Financial Portformulas 37k $4.4M 100% Mar 2025
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Novem Group 37k $4.6M 100% Dec 2024
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King Wealth Management 37k $4.6M 1% Dec 2024
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JNBA Financial Advisors 36k $4.4M -2% Mar 2025
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Csenge Advisory Group 36k $4.5M 6% Dec 2024
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Sierra Capital 36k $4.4M 0% Dec 2024
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CFS Investment Advisory Services 35k $4.4M 0% Dec 2024
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Centerpoint Advisors 35k $4.4M -4% Dec 2024
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Sequoia Financial Advisors 35k $4.2M -30% Mar 2025
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Goelzer Investment Management 35k $4.3M 0% Mar 2025
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NorthCrest Asset Manangement 35k $4.2M -10% Mar 2025
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Bleakley Financial Group 35k $4.3M 1% Dec 2024
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Brightwater Advisory 34k $4.2M 0% Dec 2024
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Heck Capital Advisors 34k $4.2M 100% Dec 2024
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Per Stirling Capital Management 33k $4.2M 2% Dec 2024
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SOL Capital Management 33k $4.0M 0% Mar 2025
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LTG Capital 33k $4.1M -2% Dec 2024
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Financial Counselors 33k $4.1M 0% Dec 2024
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Clear Creek Financial Management 33k $3.9M 100% Mar 2025
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IFP Advisors 33k $4.1M 1% Dec 2024
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Trail Ridge Investment Advisors 31k $3.9M 3% Dec 2024
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Level Four Advisory Services 31k $3.9M 9% Dec 2024
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Cranbrook Wealth Management 31k $3.8M -1% Mar 2025
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Factorial Partners 31k $3.8M 0% Dec 2024
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Glass Jacobson Investment Advisors 30k $3.8M -2% Dec 2024
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River Wealth Advisors 30k $3.8M -3% Dec 2024
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Campion Asset Management 28k $3.5M -8% Dec 2024
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Goldman Sachs Group 28k $3.5M -76% Dec 2024
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Coldstream Capital Management 27k $3.3M -20% Dec 2024
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Soltis Investment Advisors 21k $2.6M -32% Dec 2024
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Pensionmark Financial Group 6.7k $839k -96% Dec 2024
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