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 | ||
|---|---|---|---|---|---|---|
| Wells Fargo & Company | 5.8M | $501M | 94% | Dec 2020 | ||
| Morgan Stanley | 4.4M | $382M | 120% | Dec 2020 | ||
| FMR | 4.0M | $349M | 92% | Dec 2020 | ||
| Bank of America Corporation | 2.1M | $178M | 101% | Dec 2020 | ||
| UBS Group | 1.9M | $161M | 129% | Dec 2020 | ||
| Financial Engines Advisors L.L.C | 1.3M | $115M | 72% | Dec 2020 | ||
| Envestnet Asset Management | 1.2M | $105M | 127% | Dec 2020 | ||
| Natixis Asset Management Advisors | 979k | $85M | 95% | Dec 2020 | ||
| Pnc Financial Services | 820k | $71M | 89% | Dec 2020 | ||
| Ameriprise Financial | 759k | $66M | 108% | Dec 2020 | ||
| Bryn Mawr Trust | 742k | $64M | 128% | Dec 2020 | ||
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| D.A. Davidson & Co. | 692k | $60M | 159% | Dec 2020 | ||
| People's United Financial | 616k | $53M | 3259% | Dec 2020 | ||
| Evensky & Katz | 546k | $56M | -11% | Mar 2021 | ||
| Raymond James & Associates | 541k | $47M | 105% | Dec 2020 | ||
| Northern Trust | 498k | $43M | 97% | Dec 2020 | ||
| Northwestern Mutual Wealth Management Company | 480k | $42M | 99% | Dec 2020 | ||
| Branch Banking & Trust Company | 464k | $40M | 97% | Dec 2020 | ||
| Palladium Partners,LLC dba Palladium Registered Investment Advisors | 421k | $36M | 115% | Dec 2020 | ||
| LPL Financial | 378k | $33M | 109% | Dec 2020 | ||
| Alesco Advisors | 364k | $31M | 84% | Dec 2020 | ||
| Royal Bank of Canada | 353k | $31M | 113% | Dec 2020 | ||
| Equitable Holdings | 353k | $30M | 86% | Dec 2020 | ||
| Willis Johnson & Associates | 350k | $30M | 100% | Dec 2020 | ||
| Bank Of Oklahoma National Association / | 331k | $29M | 99% | Dec 2020 | ||
| Jpmorgan Chase & Co | 324k | $28M | 92% | Dec 2020 | ||
| Northern Oak Capital Management | 296k | $26M | 108% | Dec 2020 | ||
| Baird Financial | 278k | $24M | 117% | Dec 2020 | ||
| MAI Wealth Advisors | 278k | $24M | 103% | Dec 2020 | ||
| Raymond James Financial Services Advisors | 242k | $21M | 238% | Dec 2020 | ||
| Advisor Group Holdings | 239k | $21M | 94% | Dec 2020 | ||
| Commonwealth Equity Services | 239k | $21M | 64% | Dec 2020 | ||
| Rex Capital Advisors | 238k | $21M | 102% | Dec 2020 | ||
| Bank of New York Mellon | 235k | $20M | 94% | Dec 2020 | ||
| Keybank National Association | 231k | $20M | 135% | Dec 2020 | ||
| Duff & Phelps Investment Management | 231k | $20M | 100% | Dec 2020 | ||
| DuPont Capital Management Corporation | 229k | $20M | 125% | Dec 2020 | ||
| Pensionmark Financial Group | 213k | $20M | 100% | Dec 2020 | ||
| Salomon & Ludwin | 197k | $17M | 88% | Dec 2020 | ||
| SPC Financial | 192k | $17M | 104% | Dec 2020 | ||
| First Merchants Bank, National Association | 185k | $16M | 96% | Dec 2020 | ||
| Flaharty Asset Management | 168k | $15M | 90% | Dec 2020 | ||
| Merriman Wealth Management | 148k | $13M | 84% | Dec 2020 | ||
| Johnson Midwest Financial | 146k | $15M | 100% | Mar 2021 | ||
| Lutz Financial Services | 142k | $12M | 97% | Dec 2020 | ||
| Betterment | 133k | $11M | 48% | Dec 2020 | ||
| Keystone Wealth Partners | 132k | $11M | 100% | Dec 2020 | ||
| Yale Capital Corp. | 129k | $11M | 100% | Dec 2020 | ||
| ETF Portfolio Partners | 128k | $13M | -7% | Mar 2021 | ||
| Courier Capital Corp | 124k | $13M | 0% | Mar 2021 | ||
| Capital Advisors | 124k | $11M | 100% | Dec 2020 | ||
| Private Advisor | 117k | $10M | 95% | Dec 2020 | ||
| GHP Investment Advisors | 117k | $10M | 97% | Dec 2020 | ||
| Lido Advisors | 112k | $9.7M | 71% | Dec 2020 | ||
| Kings Point Capital Management | 110k | $9.5M | 91% | Dec 2020 | ||
| Ellis Investment Partners | 108k | $9.3M | 86% | Dec 2020 | ||
| Jones Financial Companies, L.L | 107k | $9.2M | 80% | Dec 2020 | ||
| Blue Edge Capital | 107k | $9.2M | 133% | Dec 2020 | ||
| EWG Elevate | 102k | $10M | 100% | Mar 2021 | ||
| Rockefeller Capital Management | 97k | $8.4M | 103% | Dec 2020 | ||
| Asset Managment | 97k | $8.4M | 100% | Dec 2020 | ||
| M^T Bank Corporation | 97k | $8.3M | 88% | Dec 2020 | ||
| Sterling Financial Planning | 94k | $8.1M | 100% | Dec 2020 | ||
| First Hawaiian Bank | 90k | $9.1M | -5% | Mar 2021 | ||
| Hudson Capital Management | 89k | $9.1M | 1% | Mar 2021 | ||
| Fifth Third Bancorp | 88k | $7.6M | 90% | Dec 2020 | ||
| Stifel Financial | 87k | $7.5M | 91% | Dec 2020 | ||
| HighTower Advisors | 87k | $7.5M | 652% | Dec 2020 | ||
| First Republic Investment Management | 84k | $7.2M | 109% | Dec 2020 | ||
| Ullmann Financial | 78k | $8.0M | 2% | Mar 2021 | ||
| Brookstone Capital Management | 76k | $6.6M | 100% | Dec 2020 | ||
| Cullen Frost Bankers | 76k | $6.5M | 107% | Dec 2020 | ||
| Mariner Wealth Advisors | 75k | $6.5M | 95% | Dec 2020 | ||
| Wintrust Financial Corporation | 73k | $6.3M | 101% | Dec 2020 | ||
| Us Bancorp | 70k | $6.0M | 85% | Dec 2020 | ||
| Heron Financial Group | 67k | $6.9M | 14% | Mar 2021 | ||
| MEMBERS Trust | 64k | $5.5M | 102% | Dec 2020 | ||
| Creative Planning | 63k | $5.4M | 104% | Dec 2020 | ||
| Cambridge Investment Research Advisors | 62k | $5.4M | -61% | Dec 2020 | ||
| Ferris Capital | 62k | $5.3M | 100% | Dec 2020 | ||
| Stephens | 62k | $5.3M | 99% | Dec 2020 | ||
| Greenleaf Trust | 59k | $5.1M | 97% | Dec 2020 | ||
| Cetera Investment Advisers | 58k | $5.0M | 301% | Dec 2020 | ||
| Goelzer Investment Management | 58k | $5.0M | 91% | Dec 2020 | ||
| Chas. P. Smith & Associates, PA, CPA's | 58k | $5.0M | 89% | Dec 2020 | ||
| MACRO Consulting Group | 56k | $4.9M | 0% | Dec 2020 | ||
| Cranbrook Wealth Management | 56k | $4.8M | 91% | Dec 2020 | ||
| SJA Financial Advisory | 56k | $4.8M | 83% | Dec 2020 | ||
| Thrivent Financial for Lutherans | 55k | $4.7M | 115% | Dec 2020 | ||
| FormulaFolio Investments | 55k | $4.7M | 1655% | Dec 2020 | ||
| Kestra Advisory Services | 55k | $4.7M | 313% | Dec 2020 | ||
| Centerpoint Advisors | 50k | $4.3M | 98% | Dec 2020 | ||
| Financial Network Investment Corporation | 48k | $4.2M | 100% | Dec 2020 | ||
| Regions Bank | 48k | $4.2M | 100% | Dec 2020 | ||
| Nelson, Van Denburg & Campbell Wealth Management | 48k | $4.1M | 51% | Dec 2020 | ||
| Security National Trust | 46k | $4.0M | 118% | Dec 2020 | ||
| Mml Investors Services | 46k | $4.0M | 101% | Dec 2020 | ||
| JNBA Financial Advisors | 46k | $4.0M | 100% | Dec 2020 | ||
| First Citizens Financial Corp | 46k | $4.7M | -2% | Mar 2021 | ||
| Rehmann Capital Advisory | 45k | $3.9M | 80% | Dec 2020 | ||
| Pittenger & Anderson | 44k | $3.8M | 100% | Dec 2020 | ||
| TCF National Bank | 44k | $3.8M | 99% | Dec 2020 | ||
| Phillips Financial Management | 43k | $3.7M | 103% | Dec 2020 | ||
| Omega Financial Group | 43k | $3.7M | 95% | Dec 2020 | ||
| UnionBanCal Corporation | 42k | $3.7M | 98% | Dec 2020 | ||
| Ironwood Wealth Management | 42k | $3.6M | 99% | Dec 2020 | ||
| AE Wealth Management | 42k | $3.6M | 187% | Dec 2020 | ||
| CFS Investment Advisory Services | 41k | $3.6M | 100% | Dec 2020 | ||
| Paracle Advisors | 41k | $3.5M | 99% | Dec 2020 | ||
| River Wealth Advisors | 41k | $3.5M | 94% | Dec 2020 | ||
| Crescent Capital Consulting | 40k | $5.0M | 24% | Mar 2021 | ||
| One Capital Management | 40k | $3.5M | 92% | Dec 2020 | ||
| Asset Dedication | 40k | $3.5M | 97% | Dec 2020 | ||
| SNS Financial | 40k | $3.5M | 100% | Dec 2020 | ||
| Goldman Sachs Group | 38k | $3.3M | 145% | Dec 2020 | ||
| Norway Savings Bank | 37k | $3.7M | -7% | Mar 2021 | ||
| CIBC World Markets | 34k | $3.0M | 111% | Dec 2020 | ||
| Fma Advisory | 33k | $2.9M | 91% | Dec 2020 | ||
| First Trust Advisors | 32k | $2.8M | 146% | Dec 2020 | ||
| Associated Banc- | 32k | $2.7M | 122% | Dec 2020 | ||
| Oldfather Financial Services | 31k | $3.2M | -11% | Mar 2021 | ||
| Mma Asset Management | 31k | $2.7M | 100% | Dec 2020 | ||
| Smith Shellnut Wilson | 31k | $3.1M | -6% | Mar 2021 | ||
| SOL Capital Management | 30k | $2.6M | 101% | Dec 2020 | ||
| Buckingham Asset Management | 30k | $2.6M | 502% | Dec 2020 | ||
| Platte River Wealth Advisors | 30k | $3.1M | -2% | Mar 2021 | ||
| Gofen & Glossberg | 28k | $2.8M | -1% | Mar 2021 | ||
| Bragg Financial Advisors | 28k | $2.4M | 98% | Dec 2020 | ||
| Signature Estate and Investment Advisors | 27k | $2.8M | -7% | Mar 2021 | ||
| Lincoln National | 26k | $2.3M | 73% | Dec 2020 | ||
| Financial Counselors | 26k | $2.3M | 108% | Dec 2020 | ||
| Neumann Capital Management | 26k | $2.2M | 100% | Dec 2020 | ||
| Family Firm | 25k | $2.3M | 104% | Dec 2020 | ||
| Whittier Trust Co. of Nevada | 25k | $2.2M | 76% | Dec 2020 | ||
| Pure Financial Advisors | 25k | $2.6M | -17% | Mar 2021 | ||
| Janney Montgomery Scott | 24k | $2.1M | 114% | Dec 2020 | ||
| Wealth Advisory Solutions | 24k | $2.1M | 100% | Dec 2020 | ||
| Sonata Capital | 24k | $2.1M | 96% | Dec 2020 | ||
| Nikulski Financial | 24k | $2.0M | 64% | Dec 2020 | ||
| Integer Wealth Advisors Group | 23k | $2.4M | 10% | Mar 2021 | ||
| Spotlight Asset Group | 23k | $2.4M | 100% | Mar 2021 | ||
| Allegiant Private Advisors | 23k | $2.3M | 5% | Mar 2021 | ||
| Prosperity Planning | 22k | $2.3M | -2% | Mar 2021 | ||
| Susquehanna International | 22k | $1.9M | -13% | Dec 2020 | ||
| Stokes Family Office | 22k | $1.9M | 112% | Dec 2020 | ||
| Almanack Investment Partners | 22k | $1.9M | 0% | Dec 2020 | ||
| Factorial Partners | 21k | $1.8M | 110% | Dec 2020 | ||
| Nations Financial Group | 21k | $1.8M | 103% | Dec 2020 | ||
| King Wealth Management | 21k | $1.8M | 314% | Dec 2020 | ||
| Hrt Financial | 17k | $1.5M | -54% | Dec 2020 | ||
| Tower Research Capital | 3.6k | $310k | -90% | Dec 2020 | ||
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 | Sep 2020 | 56k | $7.5M |
| Credit Suisse | Sep 2020 | 25k | $3.3M |