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 | ||
|---|---|---|---|---|---|---|
| First Command Advisory Services | 8.2M | $864M | 4% | Jun 2021 | ||
| Wells Fargo & Company | 5.7M | $597M | -2% | Jun 2021 | ||
| Morgan Stanley | 4.7M | $498M | 100% | Jun 2021 | ||
| FMR | 3.7M | $388M | -7% | Jun 2021 | ||
| Bank of America Corporation | 2.3M | $243M | 6% | Jun 2021 | ||
| UBS Group | 2.2M | $227M | 13% | Jun 2021 | ||
| Envestnet Asset Management | 1.4M | $145M | 11% | Sep 2021 | ||
| Financial Engines Advisors L.L.C | 1.1M | $114M | -3% | Jun 2021 | ||
| Ameriprise Financial | 970k | $102M | 5% | Jun 2021 | ||
| People's United Financial | 847k | $89M | 5% | Jun 2021 | ||
| Bryn Mawr Trust | 807k | $85M | -4% | Jun 2021 | ||
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| Pnc Financial Services | 789k | $83M | 1% | Jun 2021 | ||
| Raymond James & Associates | 783k | $83M | 23% | Jun 2021 | ||
| Natixis Asset Management Advisors | 773k | $81M | 8% | Jun 2021 | ||
| LPL Financial | 762k | $80M | 51% | Jun 2021 | ||
| Branch Banking & Trust Company | 737k | $78M | 1% | Jun 2021 | ||
| D.A. Davidson & Co. | 699k | $74M | 0% | Jun 2021 | ||
| Northwestern Mutual Wealth Management Company | 637k | $67M | 6% | Jun 2021 | ||
| Evensky & Katz | 535k | $56M | -2% | Jun 2021 | ||
| Northern Trust | 525k | $55M | -5% | Jun 2021 | ||
| Barber Financial | 511k | $54M | 3% | Jun 2021 | ||
| Royal Bank of Canada | 470k | $50M | -2% | Jun 2021 | ||
| Hanson McClain Advisors | 445k | $47M | 100% | Jun 2021 | ||
| DAL Investment Company | 441k | $2.3M | 6579% | Jun 2021 | ||
| Palladium Partners,LLC dba Palladium Registered Investment Advisors | 425k | $45M | 0% | Jun 2021 | ||
| Cambridge Investment Research Advisors | 369k | $39M | 4% | Jun 2021 | ||
| Advisor Group Holdings | 337k | $36M | -2% | Jun 2021 | ||
| Willis Johnson & Associates | 336k | $35M | 0% | Jun 2021 | ||
| Alesco Advisors | 334k | $35M | -1% | Jun 2021 | ||
| Equitable Holdings | 326k | $34M | 0% | Jun 2021 | ||
| Baird Financial | 307k | $32M | 4% | Jun 2021 | ||
| Piershale Financial | 289k | $30M | 2% | Jun 2021 | ||
| MAI Wealth Advisors | 288k | $30M | 3% | Jun 2021 | ||
| Northern Oak Capital Management | 280k | $30M | 0% | Jun 2021 | ||
| Brookstone Capital Management | 266k | $28M | -1% | Jun 2021 | ||
| Accredited Investors | 258k | $27M | 68% | Jun 2021 | ||
| Rex Capital Advisors | 256k | $27M | 2% | Jun 2021 | ||
| Bank of New York Mellon | 252k | $26M | 4% | Jun 2021 | ||
| Commonwealth Equity Services | 242k | $26M | -9% | Jun 2021 | ||
| Duff & Phelps Investment Management | 233k | $25M | 1% | Jun 2021 | ||
| Keybank National Association | 222k | $23M | -3% | Jun 2021 | ||
| Lido Advisors | 217k | $23M | 4% | Jun 2021 | ||
| Salomon & Ludwin | 190k | $20M | 1% | Jun 2021 | ||
| Private Advisor | 186k | $20M | 12% | Jun 2021 | ||
| First Merchants Bank, National Association | 182k | $19M | -1% | Jun 2021 | ||
| Johnson Midwest Financial | 178k | $18M | 19% | Sep 2021 | ||
| SPC Financial | 169k | $18M | -12% | Jun 2021 | ||
| Flaharty Asset Management | 164k | $17M | 1% | Jun 2021 | ||
| Raymond James Financial Services Advisors | 161k | $17M | -53% | Jun 2021 | ||
| Keystone Wealth Partners | 149k | $16M | 8% | Jun 2021 | ||
| Stifel Financial | 148k | $16M | 3% | Jun 2021 | ||
| Pinkerton Retirement Specialists | 141k | $15M | 2% | Jun 2021 | ||
| DuPont Capital Management Corporation | 139k | $15M | -13% | Jun 2021 | ||
| Bank Of Montreal | 137k | $15M | 17566% | Jun 2021 | ||
| AE Wealth Management | 135k | $14M | -1% | Jun 2021 | ||
| Lutz Financial Services | 134k | $14M | -1% | Jun 2021 | ||
| Merriman Wealth Management | 130k | $14M | -10% | Jun 2021 | ||
| Capital Advisors | 125k | $13M | 0% | Jun 2021 | ||
| Courier Capital Corp | 124k | $13M | 0% | Jun 2021 | ||
| Yale Capital Corp. | 120k | $13M | 0% | Jun 2021 | ||
| GHP Investment Advisors | 114k | $12M | 0% | Jun 2021 | ||
| Ellis Investment Partners | 112k | $12M | 1% | Sep 2021 | ||
| Blue Edge Capital | 112k | $12M | 0% | Jun 2021 | ||
| Thrivent Financial for Lutherans | 111k | $12M | 17% | Jun 2021 | ||
| Pinnacle Family Advisors | 111k | $12M | 19% | Jun 2021 | ||
| IFP Advisors | 107k | $11M | 47% | Jun 2021 | ||
| HighTower Advisors | 106k | $11M | 13% | Jun 2021 | ||
| Cetera Investment Advisers | 106k | $11M | 46% | Jun 2021 | ||
| Royal Fund Management | 100k | $11M | -2% | Jun 2021 | ||
| ETF Portfolio Partners | 97k | $10M | 5% | Sep 2021 | ||
| Rockefeller Capital Management | 96k | $9.4M | 0% | Jun 2021 | ||
| Stephens | 96k | $10M | 24% | Jun 2021 | ||
| First Republic Investment Management | 94k | $9.9M | 16% | Jun 2021 | ||
| Asset Managment | 94k | $9.9M | -3% | Jun 2021 | ||
| Jones Financial Companies, L.L | 93k | $10M | -3% | Jun 2021 | ||
| EWG Elevate | 93k | $9.9M | -8% | Jun 2021 | ||
| Sterling Financial Planning | 92k | $9.7M | -1% | Jun 2021 | ||
| Mattern Wealth Management | 90k | $9.2M | -10% | Jun 2021 | ||
| Hudson Capital Management | 90k | $9.3M | 0% | Sep 2021 | ||
| Fifth Third Bancorp | 89k | $9.4M | -1% | Jun 2021 | ||
| Cullen Frost Bankers | 88k | $9.3M | 15% | Jun 2021 | ||
| Camarda Wealth Advisory | 88k | $9.2M | 100% | Jun 2021 | ||
| First Hawaiian Bank | 87k | $9.1M | -3% | Jun 2021 | ||
| Clear Creek Financial Management | 86k | $9.1M | 100% | Jun 2021 | ||
| Kestra Advisory Services | 86k | $9.0M | -2% | Jun 2021 | ||
| Ullmann Financial | 81k | $8.5M | 3% | Jun 2021 | ||
| Sigma Planning | 80k | $8.5M | -25% | Jun 2021 | ||
| Windsor Group | 80k | $8.4M | 42% | Jun 2021 | ||
| Mercer Global Advisors | 77k | $8.1M | -12% | Jun 2021 | ||
| Mariner Wealth Advisors | 75k | $7.9M | 2% | Jun 2021 | ||
| Us Bancorp | 74k | $7.8M | -3% | Jun 2021 | ||
| Ascension Capital Advisors | 73k | $7.7M | 1% | Jun 2021 | ||
| Wintrust Financial Corporation | 73k | $7.6M | -1% | Jun 2021 | ||
| Rehmann Capital Advisory | 72k | $6.7M | 13% | Jun 2021 | ||
| Mutual Advisors | 70k | $7.4M | 8% | Jun 2021 | ||
| Nations Financial Group | 68k | $7.1M | 239% | Jun 2021 | ||
| Heron Financial Group | 67k | $7.1M | 1% | Jun 2021 | ||
| Kings Point Capital Management | 66k | $9.2M | -34% | Jun 2021 | ||
| M^T Bank Corporation | 65k | $6.9M | 1% | Jun 2021 | ||
| Betterment | 63k | $6.6M | -25% | Jun 2021 | ||
| Interactive Financial Advisors | 63k | $6.6M | 100% | Jun 2021 | ||
| Creative Planning | 62k | $6.6M | 0% | Jun 2021 | ||
| MEMBERS Trust | 61k | $6.4M | -3% | Jun 2021 | ||
| Susquehanna International | 61k | $6.4M | 192% | Jun 2021 | ||
| Janney Montgomery Scott | 59k | $6.3M | 3% | Jun 2021 | ||
| Soltis Investment Advisors | 58k | $6.1M | 26% | Jun 2021 | ||
| Goelzer Investment Management | 56k | $5.9M | -1% | Jun 2021 | ||
| Chas. P. Smith & Associates, PA, CPA's | 56k | $5.9M | -2% | Jun 2021 | ||
| Greenleaf Trust | 55k | $5.8M | -4% | Jun 2021 | ||
| Financial Network Investment Corporation | 53k | $5.6M | 11% | Jun 2021 | ||
| Huntington National Bank | 51k | $5.4M | 483% | Jun 2021 | ||
| MACRO Consulting Group | 50k | $5.2M | 1% | Jun 2021 | ||
| Mml Investors Services | 49k | $5.2M | 2% | Jun 2021 | ||
| Centerpoint Advisors | 49k | $5.0M | -1% | Sep 2021 | ||
| Coldstream Capital Management | 48k | $5.1M | 452% | Jun 2021 | ||
| Cranbrook Wealth Management | 48k | $5.0M | -3% | Jun 2021 | ||
| Regions Bank | 47k | $4.9M | -3% | Jun 2021 | ||
| SJA Financial Advisory | 47k | $4.9M | -3% | Jun 2021 | ||
| Ifrah Financial Services | 47k | $4.9M | 0% | Jun 2021 | ||
| JNBA Financial Advisors | 46k | $4.9M | 0% | Jun 2021 | ||
| Security National Trust | 46k | $4.8M | -4% | Jun 2021 | ||
| First Citizens Financial Corp | 46k | $4.8M | 0% | Jun 2021 | ||
| Pittenger & Anderson | 44k | $4.7M | 0% | Jun 2021 | ||
| Omega Financial Group | 44k | $4.6M | 6% | Jun 2021 | ||
| Phillips Financial Management | 43k | $4.6M | 0% | Jun 2021 | ||
| Liberty Wealth Management | 43k | $412k | 10434% | Jun 2021 | ||
| Ironwood Wealth Management | 43k | $4.6M | 3% | Jun 2021 | ||
| Strategic Wealth Advisors | 40k | $4.2M | -34% | Jun 2021 | ||
| River Wealth Advisors | 40k | $4.2M | -1% | Jun 2021 | ||
| SNS Financial | 38k | $4.0M | -5% | Jun 2021 | ||
| One Capital Management | 37k | $3.9M | -7% | Jun 2021 | ||
| CIBC World Markets | 37k | $3.9M | 19% | Jun 2021 | ||
| UnionBanCal Corporation | 37k | $3.9M | -11% | Jun 2021 | ||
| Asset Dedication | 36k | $3.7M | 2% | Jun 2021 | ||
| GW & Wade | 35k | $3.7M | -7% | Jun 2021 | ||
| Flow Traders US | 35k | $3.7M | 58% | Jun 2021 | ||
| SRS Capital Advisors | 33k | $3.5M | 100% | Jun 2021 | ||
| Norway Savings Bank | 33k | $3.5M | -9% | Jun 2021 | ||
| Csenge Advisory Group | 33k | $3.5M | 591% | Jun 2021 | ||
| Fure Financial Corp | 32k | $3.4M | 65% | Jun 2021 | ||
| SOL Capital Management | 31k | $3.3M | 0% | Jun 2021 | ||
| Oldfather Financial Services | 31k | $3.3M | 0% | Jun 2021 | ||
| First Trust Advisors | 31k | $3.2M | 1% | Jun 2021 | ||
| Nelson, Van Denburg & Campbell Wealth Management | 31k | $3.2M | -10% | Jun 2021 | ||
| Platte River Wealth Advisors | 30k | $3.2M | 0% | Jun 2021 | ||
| Smith Shellnut Wilson | 30k | $3.2M | -2% | Jun 2021 | ||
| Associated Banc- | 30k | $3.2M | 123% | Jun 2021 | ||
| Wealth Advisory Solutions | 29k | $3.1M | 5% | Jun 2021 | ||
| Moloney Securities Asset Management | 28k | $3.0M | 5% | Jun 2021 | ||
| Gofen & Glossberg | 28k | $2.9M | 0% | Jun 2021 | ||
| Crescent Capital Consulting | 27k | $3.0M | -33% | Jun 2021 | ||
| Factorial Partners | 24k | $2.5M | -99% | Jun 2021 | ||
| Mma Asset Management | 21k | $2.2M | -55% | Jun 2021 | ||
| Centaurus Financial | 9.6k | $1.0M | -72% | Jun 2021 | ||
| Ferris Capital | 6.4k | $673k | -90% | Jun 2021 | ||
| Hayden Royal | 3.7k | $390k | -90% | Jun 2021 | ||
Who sold out of iShares S&P MidCap 400 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Steward Partners Investment Advisory | Mar 2021 | 130k | $13M |
| Hrt Financial | Mar 2021 | 79k | $8.0M |
| Fma Advisory | Mar 2021 | 32k | $3.3M |