Who owns iShares S&P MidCap 400 Value Index?
- Ticker: IJJ
- CUSIP Number: 464287705
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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 |