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
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