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 | 4.1M | $508M | 1% | Dec 2024 |
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| Wells Fargo & Company | 3.6M | $447M | 1% | Dec 2024 |
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| FMR | 3.4M | $421M | 4% | Dec 2024 |
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| Bank of America Corporation | 2.3M | $293M | 2% | Dec 2024 |
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| UBS Group | 2.2M | $269M | 12% | Dec 2024 |
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| Envestnet Asset Management | 1.9M | $233M | 4% | Dec 2024 |
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| Pnc Financial Services | 1.4M | $176M | 4% | Dec 2024 |
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| Ameriprise Financial | 988k | $123M | 8% | Dec 2024 |
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| D.A. Davidson & Co. | 923k | $111M | 3% | Mar 2025 |
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| Raymond James Financial | 854k | $107M | 100% | Dec 2024 |
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| Cullen Frost Bankers | 705k | $88M | 0% | Dec 2024 |
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| Northern Trust | 705k | $88M | 3% | Dec 2024 |
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| Financial Engines Advisors L.L.C | 690k | $86M | -6% | Dec 2024 |
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| LPL Financial | 654k | $82M | 8% | Dec 2024 |
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| Evensky & Katz | 637k | $80M | 0% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 598k | $75M | 0% | Dec 2024 |
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| Midland Wealth Advisors | 586k | $70M | 1% | Mar 2025 |
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| Modern Wealth Management | 543k | $69M | 100% | Dec 2024 |
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| Royal Bank of Canada | 525k | $66M | 1% | Dec 2024 |
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| Willis Johnson & Associates | 455k | $57M | 2% | Dec 2024 |
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| Jpmorgan Chase & Co | 425k | $53M | 9% | Dec 2024 |
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| G. W. Henssler & Associates | 419k | $52M | -1% | Dec 2024 |
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| Bank of New York Mellon | 418k | $52M | -1% | Dec 2024 |
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| HighTower Advisors | 391k | $49M | 7% | Dec 2024 |
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| Baird Financial | 362k | $45M | -1% | Dec 2024 |
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| MAI Wealth Advisors | 358k | $45M | 1% | Dec 2024 |
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| Commonwealth Equity Services | 341k | $43M | 20% | Dec 2024 |
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| Bryn Mawr Trust | 325k | $41M | -2% | Dec 2024 |
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| Bank Of Oklahoma National Association / | 324k | $40M | -1% | Dec 2024 |
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| Branch Banking & Trust Company | 269k | $34M | -3% | Dec 2024 |
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| Pathstone Holdings | 256k | $32M | -5% | Dec 2024 |
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| Creative Planning | 243k | $30M | 4% | Dec 2024 |
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| Courier Capital Corp | 238k | $29M | 0% | Mar 2025 |
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| HPM Partners | 231k | $29M | -1% | Dec 2024 |
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| Mesirow Financial Investment Management International Equity | 217k | $27M | 0% | Dec 2024 |
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| Rockefeller Capital Management | 217k | $27M | 0% | Dec 2024 |
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| Rehmann Capital Advisory | 199k | $25M | -1% | Dec 2024 |
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| Lido Advisors | 198k | $25M | -47% | Dec 2024 |
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| Keybank National Association | 191k | $23M | 8% | Mar 2025 |
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| SRS Capital Advisors | 174k | $22M | -2% | Dec 2024 |
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| Mariner Wealth Advisors | 169k | $21M | 0% | Dec 2024 |
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| Bank Of Montreal | 167k | $21M | 3% | Dec 2024 |
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| SPC Financial | 164k | $21M | 2% | Dec 2024 |
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| Wealth Advisory Solutions | 163k | $20M | 0% | Dec 2024 |
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| Jones Financial Companies, L.L | 156k | $20M | 15% | Dec 2024 |
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| Equitable Holdings | 149k | $19M | -2% | Dec 2024 |
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| Northern Oak Capital Management | 137k | $17M | -14% | Dec 2024 |
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| Advisor Group Holdings | 137k | $17M | 4% | Dec 2024 |
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| Sterling Financial Planning | 135k | $17M | -1% | Dec 2024 |
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| Blue Edge Capital | 128k | $16M | 14% | Dec 2024 |
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| Greenup Street Wealth Management | 123k | $15M | 13% | Mar 2025 |
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| CI Private Wealth | 123k | $15M | -17% | Dec 2024 |
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| Lutz Financial Services | 122k | $15M | -1% | Dec 2024 |
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| Capital Advisors | 120k | $14M | -2% | Mar 2025 |
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| Sontag Advisory | 119k | $15M | 5% | Dec 2024 |
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| First Merchants Bank, National Association | 119k | $14M | -1% | Mar 2025 |
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| Yale Capital Corp. | 116k | $15M | 1% | Dec 2024 |
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| Steward Partners Investment Advisory | 110k | $14M | -1% | Dec 2024 |
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| Stifel Financial | 109k | $14M | -5% | Dec 2024 |
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| Salomon & Ludwin | 108k | $13M | -3% | Mar 2025 |
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| Kestra Advisory Services | 107k | $13M | 2% | Dec 2024 |
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| GHP Investment Advisors | 107k | $13M | -2% | Mar 2025 |
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| Cetera Investment Advisers | 107k | $13M | -1% | Dec 2024 |
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| Cambridge Investment Research Advisors | 104k | $12M | 19% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 104k | $12M | -7% | Mar 2025 |
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| Flaharty Asset Management | 102k | $13M | -2% | Dec 2024 |
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| Ellis Investment Partners | 97k | $12M | 0% | Dec 2024 |
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| Brian McDonald | 95k | $12M | -21% | Dec 2024 |
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| Moneta Group Investment Advisors | 95k | $12M | -7% | Dec 2024 |
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| Asset Managment | 91k | $11M | 0% | Dec 2024 |
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| Envestnet Portfolio Solutions | 88k | $11M | 0% | Mar 2025 |
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| Cassaday & Co Wealth Management | 87k | $11M | 0% | Dec 2024 |
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| Nations Financial Group | 83k | $10M | 0% | Dec 2024 |
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| Us Bancorp | 81k | $10M | 0% | Dec 2024 |
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| Omega Financial Group | 81k | $10M | 2% | Dec 2024 |
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| Atria Wealth Solutions | 77k | $9.6M | 4% | Dec 2024 |
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| M^T Bank Corporation | 76k | $9.4M | -9% | Dec 2024 |
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| Prospera Financial Services | 74k | $9.3M | 28% | Dec 2024 |
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| Mill Creek Capital Advisors | 72k | $9.0M | 0% | Dec 2024 |
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| Natixis Asset Management Advisors | 72k | $9.0M | -2% | Dec 2024 |
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| Colony | 72k | $9.0M | 206% | Dec 2024 |
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| Fifth Third Bancorp | 71k | $8.4M | -4% | Mar 2025 |
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| Wintrust Financial Corporation | 66k | $8.2M | -7% | Dec 2024 |
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| InvesTrust | 62k | $7.4M | -1% | Mar 2025 |
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| Jmac Enterprises | 62k | $7.4M | -56% | Mar 2025 |
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| Associated Banc- | 61k | $7.6M | 0% | Dec 2024 |
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| Captrust Financial Advisors | 59k | $7.3M | -1% | Dec 2024 |
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| Ullmann Financial | 58k | $7.0M | -6% | Mar 2025 |
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| LMG Wealth Partners | 58k | $7.2M | 0% | Dec 2024 |
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| Greenleaf Trust | 57k | $7.1M | 0% | Dec 2024 |
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| Whalen Wealth Management | 57k | $6.8M | 100% | Mar 2025 |
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| Mml Investors Services | 55k | $6.9M | 8% | Dec 2024 |
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| Regions Bank | 55k | $6.8M | 2% | Dec 2024 |
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| Merriman Wealth Management | 54k | $6.7M | -5% | Dec 2024 |
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| Oldfather Financial Services | 53k | $6.7M | 1% | Dec 2024 |
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| Becker Capital Management | 49k | $6.1M | 0% | Dec 2024 |
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| First Citizens Financial Corp | 47k | $5.7M | 0% | Mar 2025 |
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| Oakmont Partners | 46k | $5.7M | 12% | Dec 2024 |
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| Pittenger & Anderson | 44k | $5.5M | 0% | Dec 2024 |
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| Intl Fcstone | 44k | $5.5M | 100% | Dec 2024 |
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| Mercer Global Advisors | 44k | $5.5M | -2% | Dec 2024 |
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| Fifth Third Wealth Advisors | 44k | $5.2M | 64% | Mar 2025 |
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| SJA Financial Advisory | 44k | $5.4M | -4% | Dec 2024 |
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| Hudson Capital Management | 44k | $5.2M | 2% | Mar 2025 |
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| One Capital Management | 44k | $5.4M | -9% | Dec 2024 |
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| CIBC World Markets | 43k | $5.4M | -9% | Dec 2024 |
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| ETF Portfolio Partners | 43k | $5.2M | -55% | Mar 2025 |
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| Asset Dedication | 43k | $5.3M | -16% | Dec 2024 |
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| JFS Wealth Advisors | 42k | $5.0M | 1% | Mar 2025 |
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| Idaho Trust Bank | 42k | $5.2M | 19% | Dec 2024 |
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| BKM Wealth Management | 42k | $5.2M | -1% | Dec 2024 |
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| Ironwood Wealth Management | 42k | $5.0M | -2% | Mar 2025 |
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| Cordatus Wealth Management | 41k | $5.1M | 0% | Dec 2024 |
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| Janney Montgomery Scott | 41k | $4.9M | -3% | Mar 2025 |
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| Ifrah Financial Services | 41k | $5.1M | -1% | Dec 2024 |
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| Wsfs Capital Management | 40k | $5.0M | -3% | Dec 2024 |
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| Private Advisor | 40k | $5.0M | -4% | Dec 2024 |
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| Huntington National Bank | 40k | $5.0M | -1% | Dec 2024 |
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| Foundation Wealth Management | 40k | $5.0M | -2% | Dec 2024 |
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| Chas. P. Smith & Associates, PA, CPA's | 39k | $4.9M | -2% | Dec 2024 |
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| Thrivent Financial for Lutherans | 39k | $4.9M | 50% | Dec 2024 |
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| Patriot Financial Group Insurance Agency | 38k | $4.6M | -13% | Mar 2025 |
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| Warren Averett Asset Management | 38k | $4.7M | 231% | Dec 2024 |
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| Heritage Wealth Advisors | 38k | $4.0M | 0% | Dec 2024 |
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| Pinnacle Financial Partners | 38k | $4.5M | 22% | Mar 2025 |
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| Astra Wealth Partners | 37k | $4.6M | 100% | Dec 2024 |
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| USA Financial Portformulas | 37k | $4.4M | 100% | Mar 2025 |
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| Novem Group | 37k | $4.6M | 100% | Dec 2024 |
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| King Wealth Management | 37k | $4.6M | 1% | Dec 2024 |
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| JNBA Financial Advisors | 36k | $4.4M | -2% | Mar 2025 |
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| Csenge Advisory Group | 36k | $4.5M | 6% | Dec 2024 |
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| Sierra Capital | 36k | $4.4M | 0% | Dec 2024 |
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| CFS Investment Advisory Services | 35k | $4.4M | 0% | Dec 2024 |
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| Centerpoint Advisors | 35k | $4.4M | -4% | Dec 2024 |
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| Sequoia Financial Advisors | 35k | $4.2M | -30% | Mar 2025 |
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| Goelzer Investment Management | 35k | $4.3M | 0% | Mar 2025 |
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| NorthCrest Asset Manangement | 35k | $4.2M | -10% | Mar 2025 |
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| Bleakley Financial Group | 35k | $4.3M | 1% | Dec 2024 |
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| Brightwater Advisory | 34k | $4.2M | 0% | Dec 2024 |
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| Heck Capital Advisors | 34k | $4.2M | 100% | Dec 2024 |
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| Per Stirling Capital Management | 33k | $4.2M | 2% | Dec 2024 |
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| SOL Capital Management | 33k | $4.0M | 0% | Mar 2025 |
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| LTG Capital | 33k | $4.1M | -2% | Dec 2024 |
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| Financial Counselors | 33k | $4.1M | 0% | Dec 2024 |
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| Clear Creek Financial Management | 33k | $3.9M | 100% | Mar 2025 |
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| IFP Advisors | 33k | $4.1M | 1% | Dec 2024 |
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| Trail Ridge Investment Advisors | 31k | $3.9M | 3% | Dec 2024 |
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| Level Four Advisory Services | 31k | $3.9M | 9% | Dec 2024 |
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| Cranbrook Wealth Management | 31k | $3.8M | -1% | Mar 2025 |
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| Factorial Partners | 31k | $3.8M | 0% | Dec 2024 |
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| Glass Jacobson Investment Advisors | 30k | $3.8M | -2% | Dec 2024 |
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| River Wealth Advisors | 30k | $3.8M | -3% | Dec 2024 |
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| Campion Asset Management | 28k | $3.5M | -8% | Dec 2024 |
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| Goldman Sachs Group | 28k | $3.5M | -76% | Dec 2024 |
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| Coldstream Capital Management | 27k | $3.3M | -20% | Dec 2024 |
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| Soltis Investment Advisors | 21k | $2.6M | -32% | Dec 2024 |
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| Pensionmark Financial Group | 6.7k | $839k | -96% | Dec 2024 |
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