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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 4.9M | $496M | 2% | Dec 2022 |
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| Morgan Stanley | 4.5M | $455M | 100% | Dec 2022 |
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| FMR | 3.8M | $387M | 3% | Mar 2023 |
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| Bank of America Corporation | 2.3M | $238M | -5% | Mar 2023 |
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| UBS Group | 2.0M | $205M | -19% | Mar 2023 |
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| Ameriprise Financial | 1.9M | $198M | -10% | Mar 2023 |
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| Envestnet Asset Management | 1.8M | $185M | -2% | Mar 2023 |
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| Pnc Financial Services | 1.4M | $138M | 28% | Dec 2022 |
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| Bank of New York Mellon | 875k | $90M | 9% | Mar 2023 |
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| D.A. Davidson & Co. | 839k | $86M | 0% | Mar 2023 |
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| Raymond James & Associates | 815k | $84M | -6% | Mar 2023 |
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| Financial Engines Advisors L.L.C | 815k | $84M | -3% | Mar 2023 |
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| Bryn Mawr Trust | 722k | $73M | 1% | Dec 2022 |
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| LPL Financial | 704k | $72M | -25% | Mar 2023 |
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| Northern Trust | 677k | $70M | 2% | Mar 2023 |
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| Assetmark | 666k | $69M | 304095% | Mar 2023 |
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| Evensky & Katz | 625k | $64M | 7% | Mar 2023 |
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| Northwestern Mutual Wealth Management Company | 595k | $60M | -12% | Dec 2022 |
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| HPM Partners | 513k | $51M | 3% | Mar 2023 |
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| Royal Bank of Canada | 434k | $44M | 5% | Dec 2022 |
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| Willis Johnson & Associates | 395k | $41M | -1% | Mar 2023 |
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| G. W. Henssler & Associates | 385k | $40M | 100% | Mar 2023 |
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| Advisor Group Holdings | 380k | $39M | -21% | Mar 2023 |
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| Cullen Frost Bankers | 377k | $39M | -3% | Mar 2023 |
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| Branch Banking & Trust Company | 369k | $38M | -5% | Mar 2023 |
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| Baird Financial | 366k | $37M | 6% | Dec 2022 |
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| Bank Of Oklahoma National Association / | 353k | $36M | -3% | Mar 2023 |
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| MAI Wealth Advisors | 353k | $36M | -1% | Mar 2023 |
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| Jpmorgan Chase & Co | 290k | $30M | 0% | Mar 2023 |
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| Lido Advisors | 271k | $28M | 5% | Mar 2023 |
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| Smith Anglin Financial | 270k | $28M | 11% | Mar 2023 |
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| M^T Bank Corporation | 261k | $27M | -19% | Mar 2023 |
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| Rex Capital Advisors | 259k | $26M | -4% | Dec 2022 |
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| Pathstone Family Office | 254k | $26M | 10071% | Mar 2023 |
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| Creative Planning | 252k | $25M | 60% | Dec 2022 |
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| Northern Oak Capital Management | 247k | $25M | -9% | Mar 2023 |
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| Commonwealth Equity Services | 242k | $25M | 5% | Mar 2023 |
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| Duff & Phelps Investment Management | 237k | $24M | 0% | Mar 2023 |
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| Alesco Advisors | 236k | $24M | -7% | Mar 2023 |
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| Hanson McClain Advisors | 212k | $22M | -2% | Mar 2023 |
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| Keybank National Association | 206k | $21M | 1% | Mar 2023 |
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| Pensionmark Financial Group | 200k | $20M | 8514% | Dec 2022 |
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| Courier Capital Corp | 196k | $20M | 3% | Mar 2023 |
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| Stifel Financial | 194k | $20M | 8% | Dec 2022 |
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| Equitable Holdings | 185k | $19M | -24% | Mar 2023 |
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| Salomon & Ludwin | 183k | $19M | 0% | Mar 2023 |
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| Raymond James Financial Services Advisors | 181k | $19M | -6% | Mar 2023 |
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| Financial Network Investment Corporation | 175k | $18M | 178% | Dec 2022 |
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| Rockefeller Capital Management | 170k | $18M | 45% | Mar 2023 |
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| Flaharty Asset Management | 169k | $17M | 0% | Mar 2023 |
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| SPC Financial | 167k | $17M | 5% | Mar 2023 |
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| Bank Of Montreal | 165k | $17M | 7% | Dec 2022 |
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| First Merchants Bank, National Association | 159k | $16M | -1% | Mar 2023 |
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| Mariner Wealth Advisors | 158k | $16M | 26% | Dec 2022 |
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| HighTower Advisors | 147k | $15M | -17% | Mar 2023 |
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| First Republic Investment Management | 137k | $14M | 33% | Mar 2023 |
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| Cambridge Investment Research Advisors | 132k | $14M | -26% | Mar 2023 |
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| Lutz Financial Services | 131k | $14M | -1% | Mar 2023 |
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| Jmac Enterprises | 130k | $13M | -1% | Mar 2023 |
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| Capital Advisors | 127k | $13M | 0% | Mar 2023 |
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| Rehmann Capital Advisory | 122k | $13M | 0% | Mar 2023 |
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| JSF Financial | 119k | $12M | -1% | Mar 2023 |
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| Miracle Mile Advisors | 119k | $12M | 3% | Mar 2023 |
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| Sterling Financial Planning | 116k | $12M | 2% | Mar 2023 |
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| GHP Investment Advisors | 115k | $12M | 0% | Mar 2023 |
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| Yale Capital Corp. | 115k | $12M | 0% | Mar 2023 |
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| Sawtooth Asset Management | 114k | $12M | 100% | Mar 2023 |
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| Blue Edge Capital | 109k | $11M | -13% | Mar 2023 |
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| Ellis Investment Partners | 108k | $11M | 0% | Mar 2023 |
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| Kestra Advisory Services | 108k | $11M | 5% | Mar 2023 |
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| Steward Partners Investment Advisory | 106k | $11M | 2% | Dec 2022 |
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| ETF Portfolio Partners | 103k | $11M | 4% | Mar 2023 |
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| Us Bancorp | 99k | $10M | -4% | Mar 2023 |
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| Ullmann Financial | 98k | $10M | -1% | Mar 2023 |
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| Jones Financial Companies, L.L | 95k | $9.7M | -1% | Mar 2023 |
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| Cetera Investment Advisers | 94k | $9.6M | 24% | Mar 2023 |
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| Fifth Third Bancorp | 93k | $9.5M | 6% | Mar 2023 |
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| Asset Managment | 92k | $9.2M | 1% | Dec 2022 |
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| Nations Financial Group | 89k | $9.1M | 0% | Mar 2023 |
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| Natixis Asset Management Advisors | 84k | $8.6M | -3% | Mar 2023 |
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| Heron Financial Group | 78k | $8.0M | -1% | Mar 2023 |
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| First Hawaiian Bank | 76k | $7.8M | -2% | Mar 2023 |
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| Mill Creek Capital Advisors | 75k | $7.6M | 100% | Dec 2022 |
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| Cassaday & Co Wealth Management | 74k | $7.6M | -22% | Mar 2023 |
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| AE Wealth Management | 73k | $7.5M | -14% | Mar 2023 |
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| Janney Montgomery Scott | 71k | $7.3M | 14% | Mar 2023 |
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| Wintrust Financial Corporation | 70k | $7.2M | 1% | Mar 2023 |
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| Mercer Global Advisors | 70k | $7.2M | -13% | Mar 2023 |
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| Goldman Sachs Group | 67k | $6.9M | 100% | Mar 2023 |
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| Omega Financial Group | 66k | $6.8M | 12% | Mar 2023 |
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| Merriman Wealth Management | 66k | $6.7M | -10% | Mar 2023 |
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| Pinnacle Family Advisors | 64k | $6.4M | 223% | Dec 2022 |
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| Royal Fund Management | 64k | $6.5M | -1% | Mar 2023 |
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| Chilton Investment | 63k | $6.4M | 0% | Dec 2022 |
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| Private Advisor | 63k | $6.5M | 65% | Mar 2023 |
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| Atria Wealth Solutions | 61k | $6.2M | -21% | Mar 2023 |
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| Captrust Financial Advisors | 61k | $6.2M | 5% | Mar 2023 |
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| Pinkerton Retirement Specialists | 60k | $6.1M | -75% | Mar 2023 |
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| LMG Wealth Partners | 57k | $5.9M | 1% | Mar 2023 |
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| Asset Dedication | 56k | $5.7M | 8% | Mar 2023 |
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| Mml Investors Services | 56k | $5.7M | -4% | Mar 2023 |
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| Regions Bank | 56k | $5.7M | -1% | Mar 2023 |
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| Greenleaf Trust | 54k | $5.6M | 0% | Mar 2023 |
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| CIBC World Markets | 52k | $5.4M | -2% | Mar 2023 |
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| Etfidea | 52k | $5.3M | 12% | Mar 2023 |
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| Huntington National Bank | 52k | $5.3M | 0% | Mar 2023 |
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| Citadel Advisors | 51k | $5.2M | 1179% | Mar 2023 |
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| Hudson Capital Management | 49k | $5.1M | -11% | Mar 2023 |
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| NorthCrest Asset Manangement | 48k | $5.0M | 100% | Mar 2023 |
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| Chas. P. Smith & Associates, PA, CPA's | 47k | $4.9M | -3% | Mar 2023 |
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| Greenup Street Wealth Management | 47k | $4.9M | -23% | Mar 2023 |
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| First Citizens Financial Corp | 47k | $4.8M | 1% | Dec 2022 |
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| Ironwood Wealth Management | 47k | $4.8M | 1% | Mar 2023 |
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| Betterment | 47k | $4.7M | -17% | Dec 2022 |
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| DDFG | 46k | $4.7B | -2% | Mar 2023 |
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| SJA Financial Advisory | 46k | $4.7M | -1% | Mar 2023 |
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| Wsfs Capital Management | 46k | $4.7M | -8% | Mar 2023 |
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| Campion Asset Management | 46k | $4.7M | 6% | Mar 2023 |
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| One Capital Management | 45k | $4.7M | 7% | Mar 2023 |
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| Oldfather Financial Services | 45k | $4.6M | 9% | Mar 2023 |
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| JNBA Financial Advisors | 45k | $4.6M | -1% | Mar 2023 |
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| Pittenger & Anderson | 44k | $4.6M | 0% | Mar 2023 |
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| Moneta Group Investment Advisors | 44k | $4.6M | 2705% | Mar 2023 |
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| Ifrah Financial Services | 44k | $4.5M | -2% | Mar 2023 |
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| Journey Advisory Group | 44k | $4.5M | 100% | Mar 2023 |
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| King Wealth Management | 42k | $4.4M | -1% | Mar 2023 |
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| Phillips Financial Management | 42k | $4.3M | 0% | Mar 2023 |
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| Foundation Wealth Management | 42k | $4.3M | 8% | Mar 2023 |
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| Bleakley Financial Group | 42k | $4.3M | -2% | Mar 2023 |
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| Goelzer Investment Management | 42k | $4.3M | -10% | Mar 2023 |
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| Centerpoint Advisors | 41k | $4.2M | -4% | Mar 2023 |
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| First Heartland Consultants | 41k | $4.2M | 31% | Mar 2023 |
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| Signature Estate and Investment Advisors | 40k | $4.1M | 9% | Mar 2023 |
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| MEMBERS Trust | 40k | $4.1M | -9% | Mar 2023 |
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| Associated Banc- | 39k | $4.0M | -6% | Mar 2023 |
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| Bank of Stockton Trust & Investment | 39k | $4.0M | 6% | Mar 2023 |
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| H D Vest Advisory Services | 38k | $3.9M | 5% | Mar 2023 |
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| CFS Investment Advisory Services | 38k | $3.9M | 100% | Mar 2023 |
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| Cranbrook Wealth Management | 38k | $3.9M | -2% | Mar 2023 |
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| SOL Capital Management | 37k | $3.8M | 4% | Mar 2023 |
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| Sierra Capital | 37k | $3.8M | -18% | Mar 2023 |
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| GW & Wade | 37k | $3.8M | 4% | Mar 2023 |
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| Oxler Private Wealth | 36k | $3.7M | 3% | Mar 2023 |
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| Csenge Advisory Group | 36k | $3.7M | 25% | Mar 2023 |
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| SNS Financial | 35k | $3.6M | -1% | Mar 2023 |
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| Coldstream Capital Management | 35k | $3.6M | 100% | Dec 2022 |
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| River Wealth Advisors | 35k | $3.6M | -2% | Mar 2023 |
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| Sigma Planning | 35k | $3.6M | -5% | Mar 2023 |
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| LTG Capital | 34k | $3.5M | -2% | Mar 2023 |
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| EWG Elevate | 33k | $3.3M | 145% | Mar 2023 |
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| SRS Capital Advisors | 16k | $1.7M | -93% | Mar 2023 |
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| Hrt Financial | 16k | $1.6M | -72% | Dec 2022 |
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| First Citizens Bank & Trust | 9.3k | $956k | -79% | Mar 2023 |
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| Clear Creek Financial Management | 2.7k | $280k | -98% | Mar 2023 |
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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 |
|---|---|---|---|
| Thrivent Financial for Lutherans | Dec 2022 | 179k | $18M |
| Clarus Wealth Advisors | Dec 2022 | 37k | $3.9M |