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 | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 4.0M | $535M | 1% | Mar 2026 |
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| FMR | 3.8M | $502M | 7% | Dec 2025 |
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| Wells Fargo & Company | 3.4M | $456M | -3% | Mar 2026 |
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| Bank of America Corporation | 2.4M | $318M | 100% | Mar 2026 |
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| UBS Group | 2.2M | $296M | 5% | Mar 2026 |
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| Envestnet Asset Management | 2.2M | $291M | 18% | Mar 2026 |
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| Pnc Financial Services | 1.4M | $179M | 1% | Mar 2026 |
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| D.A. Davidson & Co. | 1.1M | $145M | 4% | Mar 2026 |
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| Cullen Frost Bankers | 825k | $109M | -1% | Mar 2026 |
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| Raymond James Financial | 796k | $105M | -8% | Dec 2025 |
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| LPL Financial | 772k | $102M | -3% | Mar 2026 |
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| Northern Trust | 672k | $89M | 0% | Dec 2025 |
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| Financial Engines Advisors L.L.C | 663k | $87M | -2% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 639k | $85M | 1% | Mar 2026 |
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| Ameriprise Financial | 600k | $80M | -15% | Mar 2026 |
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| Royal Bank of Canada | 559k | $74M | 2% | Mar 2026 |
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| Bank of New York Mellon | 408k | $54M | -2% | Mar 2026 |
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| HighTower Advisors | 380k | $50M | -10% | Mar 2026 |
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| Baird Financial | 344k | $45M | -1% | Dec 2025 |
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| Evensky & Katz | 335k | $44M | -3% | Mar 2026 |
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| MAI Wealth Advisors | 325k | $43M | -1% | Mar 2026 |
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| Jones Financial Companies, L.L | 289k | $38M | 14% | Dec 2025 |
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| Midland Wealth Advisors | 287k | $38M | -7% | Mar 2026 |
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| Bryn Mawr Trust | 284k | $38M | -4% | Mar 2026 |
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| Bank Of Oklahoma National Association / | 269k | $36M | 0% | Mar 2026 |
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| HPM Partners | 266k | $35M | 16% | Mar 2026 |
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| Pensionmark Financial Group | 265k | $35M | 4% | Mar 2026 |
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| Rehmann Capital Advisory | 252k | $33M | 6% | Mar 2026 |
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| Commonwealth Equity Services | 236k | $31M | -6% | Mar 2026 |
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| Willis Johnson & Associates | 234k | $31M | -4% | Mar 2026 |
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| Courier Capital Corp | 224k | $30M | -8% | Mar 2026 |
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| Rockefeller Capital Management | 224k | $30M | 3% | Mar 2026 |
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| Branch Banking & Trust Company | 221k | $29M | -1% | Mar 2026 |
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| Creative Planning | 200k | $27M | -9% | Mar 2026 |
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| Keybank National Association | 179k | $24M | -1% | Mar 2026 |
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| Lido Advisors | 177k | $23M | 7% | Mar 2026 |
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| Mariner Wealth Advisors | 174k | $23M | 1% | Mar 2026 |
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| Bank Of Montreal | 165k | $22M | 100% | Mar 2026 |
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| AlphaCore Capital | 163k | $22M | -2% | Mar 2026 |
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| Fifth Third Bancorp | 156k | $21M | 116% | Mar 2026 |
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| Sterling Financial Planning | 154k | $20M | 1% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 150k | $20M | 198% | Mar 2026 |
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| Vestmark Advisory Solutions | 145k | $19M | 1% | Mar 2026 |
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| Sontag Advisory | 139k | $18M | -1% | Mar 2026 |
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| Colony | 131k | $17M | 9% | Dec 2025 |
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| Lutz Financial Services | 119k | $16M | -1% | Mar 2026 |
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| Advisor Group Holdings | 111k | $15M | 3% | Dec 2025 |
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| Capital Advisors | 111k | $15M | -2% | Mar 2026 |
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| Yale Capital Corp. | 108k | $14M | -3% | Mar 2026 |
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| Mercer Global Advisors | 107k | $14M | 146% | Mar 2026 |
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| Steward Partners Investment Advisory | 105k | $14M | 0% | Mar 2026 |
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| Cetera Investment Advisers | 103k | $14M | 9% | Mar 2026 |
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| Kestra Advisory Services | 103k | $14M | 5% | Mar 2026 |
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| CI Private Wealth | 103k | $14M | -6% | Mar 2026 |
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| GHP Investment Advisors | 102k | $14M | -1% | Mar 2026 |
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| Moneta Group Investment Advisors | 102k | $14M | -2% | Mar 2026 |
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| Hsbc Holdings | 101k | $13M | 6089% | Mar 2026 |
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| Northern Oak Capital Management | 100k | $13M | -5% | Dec 2025 |
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| Cassaday & Co Wealth Management | 97k | $13M | -1% | Mar 2026 |
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| Salomon & Ludwin | 97k | $13M | -4% | Mar 2026 |
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| First Merchants Bank, National Association | 93k | $12M | -2% | Mar 2026 |
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| Omega Financial Group | 91k | $12M | 2% | Mar 2026 |
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| Natixis Asset Management Advisors | 91k | $12M | -11% | Mar 2026 |
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| Asset Managment | 90k | $12M | 1% | Dec 2025 |
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| Brian McDonald | 89k | $12M | -6% | Dec 2025 |
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| Stifel Financial | 89k | $12M | -7% | Mar 2026 |
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| Cambridge Investment Research Advisors | 86k | $11M | -10% | Mar 2026 |
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| Ellis Investment Partners | 85k | $11M | -2% | Mar 2026 |
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| Mml Investors Services | 84k | $11M | -9% | Mar 2026 |
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| Oakmont Partners | 84k | $11M | 4% | Mar 2026 |
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| PW Nova Financial Services | 83k | $11M | 1% | Mar 2026 |
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| Balance Wealth | 82k | $11M | -35% | Mar 2026 |
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| Nations Financial Group | 81k | $11M | -2% | Mar 2026 |
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| Mesirow Financial Investment Management International Equity | 80k | $11M | 20% | Mar 2026 |
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| Regions Bank | 78k | $10M | 1% | Mar 2026 |
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| Blue Edge Capital | 77k | $10M | 3% | Mar 2026 |
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| Mill Creek Capital Advisors | 72k | $9.5M | 0% | Dec 2025 |
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| Us Bancorp | 69k | $9.1M | -3% | Dec 2025 |
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| Oldfather Financial Services | 63k | $8.3M | 8% | Dec 2025 |
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| LMG Wealth Partners | 63k | $8.3M | 1% | Mar 2026 |
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| Captrust Financial Advisors | 62k | $8.2M | 2% | Dec 2025 |
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| OFS Enterprise | 61k | $8.1M | 100% | Mar 2026 |
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| InvesTrust | 60k | $7.9M | 0% | Mar 2026 |
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| Flaharty Asset Management | 59k | $7.9M | -2% | Mar 2026 |
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| Causey Wealth | 59k | $7.8M | -11% | Mar 2026 |
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| DDFG | 59k | $7.8B | 2% | Mar 2026 |
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| McMahon Financial Advisors | 57k | $7.5M | 15% | Mar 2026 |
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| Summit Financial | 57k | $7.5M | 7% | Mar 2026 |
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| Arkadios Wealth Advisors | 56k | $7.5M | 1% | Mar 2026 |
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| Wsfs Capital Management | 55k | $7.3M | 42% | Mar 2026 |
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| Pinnacle Financial Partners | 55k | $7.3M | 100% | Dec 2025 |
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| IFP Advisors | 54k | $7.2M | 0% | Mar 2026 |
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| Thrivent Financial for Lutherans | 54k | $7.2M | 9% | Mar 2026 |
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| Foundation Wealth Management | 53k | $7.1M | 12% | Mar 2026 |
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| MidFirst Bank | 53k | $7.0M | -3% | Mar 2026 |
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| BlackRock | 52k | $6.9M | -2% | Mar 2026 |
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| Asset Dedication | 51k | $6.7M | -2% | Mar 2026 |
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| First Citizens Financial Corp | 50k | $6.7M | -1% | Mar 2026 |
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| Becker Capital Management | 49k | $6.5M | 0% | Mar 2026 |
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| Greenleaf Trust | 49k | $6.4M | -5% | Mar 2026 |
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| M^T Bank Corporation | 49k | $6.4M | -2% | Mar 2026 |
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| Ullmann Financial | 48k | $6.4M | -8% | Mar 2026 |
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| Parr Mcknight Wealth Management Group | 48k | $6.4M | 100% | Mar 2026 |
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| Hudson Capital Management | 48k | $6.3M | 6% | Mar 2026 |
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| Huntington National Bank | 48k | $6.2M | 38% | Dec 2025 |
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| D.B. Root & Company | 47k | $6.3M | 4% | Mar 2026 |
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| JFS Wealth Advisors | 47k | $6.2M | -3% | Mar 2026 |
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| Prospera Financial Services | 46k | $6.1M | 590% | Mar 2026 |
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| SJA Financial Advisory | 44k | $5.9M | 0% | Mar 2026 |
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| Pittenger & Anderson | 44k | $5.9M | -1% | Mar 2026 |
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| Associated Banc- | 43k | $5.7M | -3% | Mar 2026 |
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| Goldman Sachs Group | 43k | $5.7M | 51% | Mar 2026 |
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| Novem Group | 42k | $5.6M | 4% | Mar 2026 |
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| BKM Wealth Management | 42k | $5.5M | -1% | Mar 2026 |
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| Janney Montgomery Scott | 42k | $5.5M | -3% | Mar 2026 |
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| Betterment | 41k | $5.4M | -1% | Dec 2025 |
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| Ironwood Wealth Management | 40k | $5.3M | -2% | Mar 2026 |
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| Cordatus Wealth Management | 40k | $5.3M | 100% | Mar 2026 |
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| Idaho Trust Bank | 40k | $5.3M | 27% | Mar 2026 |
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| Warren Averett Asset Management | 40k | $5.2M | 0% | Dec 2025 |
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| Ifrah Financial Services | 39k | $5.2M | 0% | Mar 2026 |
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| ETF Portfolio Partners | 39k | $5.1M | -4% | Mar 2026 |
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| Envestnet Portfolio Solutions | 39k | $5.1M | -41% | Mar 2026 |
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| Bleakley Financial Group | 36k | $4.7M | 0% | Mar 2026 |
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| Csenge Advisory Group | 35k | $4.7M | -7% | Mar 2026 |
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| Private Advisor | 35k | $4.7M | -1% | Mar 2026 |
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| Level Four Advisory Services | 35k | $4.6M | 3% | Dec 2025 |
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| Chas. P. Smith & Associates, PA, CPA's | 34k | $4.6M | -1% | Mar 2026 |
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| JNBA Financial Advisors | 34k | $4.5M | -3% | Mar 2026 |
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| Net Worth Advisory Group | 34k | $4.5M | 0% | Mar 2026 |
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| King Wealth Management | 33k | $4.4M | -1% | Mar 2026 |
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| CFS Investment Advisory Services | 33k | $4.7M | -1% | Mar 2026 |
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| Trail Ridge Investment Advisors | 32k | $4.3M | -1% | Mar 2026 |
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| Brightwater Advisory | 32k | $4.3M | -2% | Mar 2026 |
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| Centerpoint Advisors | 32k | $4.3M | 0% | Mar 2026 |
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| Fifth Third Wealth Advisors | 32k | $4.3M | -3% | Mar 2026 |
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| Sequoia Financial Advisors | 32k | $4.2M | 0% | Mar 2026 |
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| Astra Wealth Partners | 32k | $4.2M | 5% | Mar 2026 |
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| Goelzer Investment Management | 31k | $4.1M | 0% | Mar 2026 |
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| Soltis Investment Advisors | 31k | $4.0M | 6% | Mar 2026 |
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| Modera Wealth Management | 30k | $4.0M | 0% | Mar 2026 |
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| Midwest Trust | 30k | $4.0M | 1% | Mar 2026 |
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| HB Wealth Management | 30k | $3.9M | 3% | Mar 2026 |
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| Sanctuary Advisors | 29k | $3.9M | -7% | Mar 2026 |
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| Citadel Advisors | 29k | $3.8M | 100% | Mar 2026 |
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| Beacon Pointe Advisors | 29k | $3.8M | 202% | Dec 2025 |
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| Pathstone Holdings | 29k | $3.8M | -31% | Mar 2026 |
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| River Wealth Advisors | 29k | $3.8M | -1% | Mar 2026 |
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| Cranbrook Wealth Management | 29k | $3.8M | -4% | Mar 2026 |
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| Heritage Wealth Advisors | 29k | $3.4M | -24% | Mar 2026 |
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| CIBC World Markets | 28k | $3.7M | -31% | Mar 2026 |
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| NorthCrest Asset Manangement | 27k | $3.6M | -10% | Mar 2026 |
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| Sierra Capital | 19k | $2.5M | -43% | Mar 2026 |
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| G. W. Henssler & Associates | 5.7k | $752k | -97% | Mar 2026 |
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| Signature Estate and Investment Advisors | 2.8k | $371k | -92% | Mar 2026 |
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| Leeward Investments, LLC - MA | 2.7k | $357k | -94% | Mar 2026 |
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Who sold out of iShares S&P MidCap 400 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 429k | $56M |
| Wealth Enhancement Advisory Services | Dec 2025 | 105k | $14M |
| SOL Capital Management | Dec 2025 | 43k | $5.6M |
| Susquehanna International | Sep 2025 | 31k | $4.0M |
| Gallagher Capital Advisors | Dec 2025 | 29k | $3.5M |