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
FMR 4.0M $358M 0% Sep 2022
CFS Investment Advisory Services 3.7M $646k 8533% Sep 2022
UBS Group 2.5M $221M 5% Sep 2022
Envestnet Asset Management 1.6M $144M 5% Sep 2022
Hamilton Capital Management 1.3M $116M 2% Sep 2022
Pnc Financial Services 1.1M $96M 4% Sep 2022
Raymond James & Associates 906k $82M 2% Sep 2022
Financial Engines Advisors L.L.C 863k $78M -1% Sep 2022
D.A. Davidson & Co. 783k $71M 3% Sep 2022
Evensky & Katz 582k $59M 3% Dec 2022
Royal Bank of Canada 413k $37M 100% Sep 2022

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M^T Bank Corporation 398k $36M -40% Sep 2022
Willis Johnson & Associates 398k $40M 1% Dec 2022
Branch Banking & Trust Company 397k $36M 1% Sep 2022
Baird Financial 346k $31M 0% Sep 2022
MAI Wealth Advisors 312k $28M 3% Sep 2022
SRS Capital Advisors 255k $23M 28841% Sep 2022
Cullen Frost Bankers 236k $21M 15% Sep 2022
Smith Anglin Financial 221k $20M 26% Sep 2022
Hanson McClain Advisors 216k $22M -7% Dec 2022
Keybank National Association 202k $18M -3% Sep 2022
Salomon & Ludwin 183k $17M 0% Sep 2022
Flaharty Asset Management 170k $15M 3% Sep 2022
First Merchants Bank, National Association 169k $15M 0% Sep 2022
SPC Financial 159k $14M 0% Sep 2022
Creative Planning 157k $14M -24% Sep 2022
Bank Of Montreal 154k $15M 3% Sep 2022
Raymond James Financial Services Advisors 144k $13M -29% Sep 2022
HighTower Advisors 141k $13M 0% Sep 2022
Lutz Financial Services 133k $12M -1% Sep 2022
Jmac Enterprises 131k $13M -2% Dec 2022
Capital Advisors 127k $11M 1% Sep 2022
Mariner Wealth Advisors 126k $11M 100% Sep 2022
Courier Capital Corp 123k $11M 0% Sep 2022
Blue Edge Capital 120k $11M -1% Sep 2022
Yale Capital Corp. 116k $11M 0% Sep 2022
JSF Financial 116k $10M 29% Sep 2022
Rockefeller Capital Management 116k $10M 17% Sep 2022
GHP Investment Advisors 114k $10M -1% Sep 2022
Sterling Financial Planning 111k $10M 10% Sep 2022
First Republic Investment Management 109k $9.8M 1% Sep 2022
Steward Partners Investment Advisory 105k $9.4M 4% Sep 2022
Cambridge Investment Research Advisors 104k $9.3M -80% Sep 2022
ETF Portfolio Partners 99k $10M 0% Dec 2022
Ullmann Financial 95k $8.5M 0% Sep 2022
Jones Financial Companies, L.L 93k $8.3M -9% Sep 2022
Kestra Advisory Services 92k $8.2M 8% Sep 2022
Fifth Third Bancorp 86k $7.8M -1% Sep 2022
Heron Financial Group 85k $7.7M 10% Sep 2022
Mercer Global Advisors 84k $7.6M 6% Sep 2022
AE Wealth Management 84k $7.6M 101% Sep 2022
First Hawaiian Bank 77k $7.8M -1% Dec 2022
Merriman Wealth Management 76k $6.9M -13% Sep 2022
Holland Advisory Services 73k $6.5M -6% Sep 2022
First Citizens Bank & Trust 72k $6.5M 315% Sep 2022
Us Bancorp 71k $6.4M 1% Sep 2022
Wintrust Financial Corporation 71k $6.4M 1% Sep 2022
Omega Financial Group 66k $5.9M 3% Sep 2022
Royal Fund Management 64k $6.5M 16% Dec 2022
Chilton Investment 63k $5.7M 0% Sep 2022
Captrust Financial Advisors 61k $5.5M 3% Sep 2022
Greenup Street Wealth Management 59k $5.3M -29% Sep 2022
Janney Montgomery Scott 57k $5.1M 8% Sep 2022
Hudson Capital Management 56k $5.6M -12% Dec 2022
Regions Bank 54k $4.8M -2% Sep 2022
Great Diamond Partners 53k $4.8M 0% Sep 2022
Greenleaf Trust 53k $4.8M -1% Sep 2022
Asset Dedication 52k $4.7M 100% Sep 2022
MEMBERS Trust 52k $4.7M -5% Sep 2022
Huntington National Bank 52k $4.7M 1% Sep 2022
CIBC World Markets 49k $4.4M 7% Sep 2022
Chas. P. Smith & Associates, PA, CPA's 49k $4.9M -4% Dec 2022
NorthCrest Asset Manangement 48k $4.4M -1% Sep 2022
Ironwood Wealth Management 48k $4.3M 2% Sep 2022
First Citizens Financial Corp 47k $4.8M 1% Dec 2022
Cranbrook Wealth Management 47k $4.3M 3% Sep 2022
Goelzer Investment Management 46k $4.7M -18% Dec 2022
Centerpoint Advisors 46k $4.1M 0% Sep 2022
Ifrah Financial Services 45k $4.0M -3% Sep 2022
King Wealth Management 45k $4.0M 5% Sep 2022
JNBA Financial Advisors 45k $4.0M 0% Sep 2022
Pittenger & Anderson 44k $4.0M 0% Sep 2022
Phillips Financial Management 44k $3.9M -1% Sep 2022
Sierra Capital 41k $3.7M 84% Sep 2022
Campion Asset Management 39k $3.5M 9% Sep 2022
Private Advisor 38k $3.4M -53% Sep 2022
SNS Financial 38k $3.4M 7% Sep 2022
Associated Banc- 38k $3.4M 19% Sep 2022
Oldfather Financial Services 38k $3.4M 1% Sep 2022
Clarus Wealth Advisors 37k $3.9M 100% Dec 2022
Bank of Stockton Trust & Investment 36k $3.7M 3% Dec 2022
Signature Estate and Investment Advisors 36k $3.7M 9% Dec 2022
Oxler Private Wealth 36k $4.0M 2% Sep 2022
Coldstream Capital Management 35k $3.6M -9% Dec 2022
LTG Capital 35k $3.5M -3% Dec 2022
Almanack Investment Partners 34k $3.1M 57% Sep 2022
SOL Capital Management 34k $3.1M 1% Sep 2022
UnionBanCal Corporation 33k $3.0M 0% Sep 2022
Tower Research Capital 32k $3.8M 100% Sep 2022
First Heartland Consultants 31k $3.1M 81% Dec 2022
Factorial Partners 31k $2.8M 0% Sep 2022
JFS Wealth Advisors 31k $2.8M 13% Sep 2022
Patriot Financial Group Insurance Agency 30k $3.0M -1% Dec 2022
H D Vest Advisory Services 30k $2.7M 33% Sep 2022
Csenge Advisory Group 29k $2.6M -20% Sep 2022
Financial Counselors 29k $2.6M 2% Sep 2022
Jane Street 28k $2.5M -35% Sep 2022
Prosperity Planning 28k $2.5M 33% Sep 2022
Platte River Wealth Advisors 27k $2.7M 0% Dec 2022
Gofen & Glossberg 27k $2.7M 0% Dec 2022
Sigma Planning 27k $2.4M -4% Sep 2022
Modera Wealth Management 26k $2.4M 0% Sep 2022
Norway Savings Bank 26k $2.6M -2% Dec 2022
Smith Shellnut Wilson 26k $2.3M -3% Sep 2022
Umb Bank N A 26k $2.6M -1% Dec 2022
Nikulski Financial 26k $2.3M 0% Sep 2022
Whittier Trust Co. of Nevada 25k $2.2M 0% Sep 2022
GW & Wade 25k $2.2M 2% Sep 2022
Pure Financial Advisors 24k $2.4M -3% Dec 2022
Cozad Asset Management 23k $2.1M 10% Sep 2022
Nelson, Van Denburg & Campbell Wealth Management 23k $2.1M 4% Sep 2022
Buckingham Asset Management 23k $2.0M 0% Sep 2022
Commerce Bank N A 22k $2.0M -1% Sep 2022
Kingsview Wealth Management 22k $2.0M -2% Sep 2022
Family Firm 21k $1.9M 0% Sep 2022
LVZ Advisors 21k $2.1M 18% Dec 2022
Sonata Capital 21k $1.9M -3% Sep 2022
Lincoln National 21k $1.9M -12% Sep 2022
Tiemann Investment Advisors 20k $1.8M 4% Sep 2022
Wealth Advisory Solutions 20k $1.8M -53% Sep 2022
William Blair $ Company 19k $1.7M 2% Sep 2022
Level Four Advisory Services 19k $1.7M 0% Sep 2022
Stratos Wealth Partners 19k $1.7M 5% Sep 2022
Pinnacle Bank 18k $1.6M 0% Sep 2022
Opes Wealth Management 18k $1.6M 0% Sep 2022
Dumont & Blake Investment Advisors 18k $1.6M -1% Sep 2022
Essex 18k $1.6M 0% Sep 2022
Guidance Point Advisors 17k $1.6M 1% Sep 2022
HB Wealth Management 17k $1.7M 0% Dec 2022
American Trust 17k $1.5M -33% Sep 2022
SOA Wealth Advisors 17k $1.7M 5% Dec 2022
AdvisorNet Financial 17k $1.7M 10% Dec 2022
Pinnacle Financial Partners 17k $1.5M -15% Sep 2022
Glenmede Trust Company 16k $1.5M 100% Sep 2022
Renasant Bank 16k $1.4M 0% Sep 2022
Financial Planning & Information Services 16k $1.4M 1% Sep 2022
Boston Family Office 16k $1.4M 0% Sep 2022
Friedenthal Financial 15k $1.4M 1% Sep 2022
Whittier Trust 15k $1.4M 93% Sep 2022
Barber Financial 15k $1.4M -98% Sep 2022
Windsor Group 15k $1.4M -24% Sep 2022
Security Financial Services 14k $1.3M -12% Sep 2022
Pacific Financial Group 14k $1.3M -11% Sep 2022
First Command Financial Services 13k $1.3M -27% Dec 2022
First Command Bank 13k $1.3M -27% Dec 2022
Massmutual Trust 9.2k $925k -43% Dec 2022
Spire Wealth Management 8.9k $799k -63% Sep 2022
Clear Creek Financial Management 6.5k $588k -95% Sep 2022
Brookstone Capital Management 5.3k $555k -75% Dec 2022
Accredited Investors 4.2k $374k -74% Sep 2022
Benjamin F. Edwards & Company 1.1k $97k -98% Sep 2022
Johnson Midwest Financial 316.00 $28k -100% Sep 2022

Who sold out of iShares S&P MidCap 400 Value Index?

Fund or Company Name Date Sold Shares Held Valued At
Karp Capital Management Jun 2022 51k $4.8M
Virginia National Bank Jun 2022 21k $2.0M