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 | ||
|---|---|---|---|---|---|---|
| First Command Advisory Services | 7.9M | $806M | 100% | Mar 2021 | ||
| Wells Fargo & Company | 5.8M | $589M | 0% | Mar 2021 | ||
| FMR | 4.0M | $404M | -2% | Mar 2021 | ||
| Factorial Partners | 2.4M | $24M | 11199% | Mar 2021 | ||
| Bank of America Corporation | 2.2M | $222M | 6% | Mar 2021 | ||
| UBS Group | 1.9M | $194M | 2% | Mar 2021 | ||
| Envestnet Asset Management | 1.2M | $123M | 0% | Mar 2021 | ||
| Financial Engines Advisors L.L.C | 1.1M | $115M | -15% | Mar 2021 | ||
| Ameriprise Financial | 920k | $96M | 21% | Mar 2021 | ||
| Bryn Mawr Trust | 838k | $85M | 13% | Mar 2021 | ||
| People's United Financial | 805k | $82M | 31% | Mar 2021 | ||
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| Pnc Financial Services | 779k | $79M | -5% | Mar 2021 | ||
| Branch Banking & Trust Company | 729k | $74M | 57% | Mar 2021 | ||
| Natixis Asset Management Advisors | 718k | $73M | -27% | Mar 2021 | ||
| D.A. Davidson & Co. | 696k | $71M | 1% | Mar 2021 | ||
| Raymond James & Associates | 639k | $65M | 18% | Mar 2021 | ||
| Northwestern Mutual Wealth Management Company | 600k | $61M | 25% | Mar 2021 | ||
| Northern Trust | 550k | $56M | 11% | Mar 2021 | ||
| Evensky & Katz | 546k | $56M | -11% | Mar 2021 | ||
| LPL Financial | 506k | $52M | 34% | Mar 2021 | ||
| Barber Financial | 496k | $51M | 100% | Mar 2021 | ||
| Royal Bank of Canada | 481k | $49M | 36% | Mar 2021 | ||
| Palladium Partners,LLC dba Palladium Registered Investment Advisors | 426k | $43M | 1% | Mar 2021 | ||
| Cambridge Investment Research Advisors | 355k | $36M | 469% | Mar 2021 | ||
| Advisor Group Holdings | 345k | $35M | 44% | Mar 2021 | ||
| Raymond James Financial Services Advisors | 342k | $35M | 42% | Mar 2021 | ||
| Alesco Advisors | 338k | $34M | -7% | Mar 2021 | ||
| Jpmorgan Chase & Co | 336k | $34M | 4% | Mar 2021 | ||
| Willis Johnson & Associates | 335k | $34M | -4% | Mar 2021 | ||
| Bank Of Oklahoma National Association / | 327k | $33M | -1% | Mar 2021 | ||
| Equitable Holdings | 326k | $33M | -8% | Mar 2021 | ||
| Baird Financial | 295k | $30M | 6% | Mar 2021 | ||
| Piershale Financial | 284k | $29M | 100% | Mar 2021 | ||
| Northern Oak Capital Management | 281k | $29M | -5% | Mar 2021 | ||
| MAI Wealth Advisors | 279k | $28M | 1% | Mar 2021 | ||
| Brookstone Capital Management | 268k | $27M | 252% | Mar 2021 | ||
| Commonwealth Equity Services | 266k | $27M | 11% | Mar 2021 | ||
| Rex Capital Advisors | 250k | $26M | 5% | Mar 2021 | ||
| Bank of New York Mellon | 243k | $25M | 3% | Mar 2021 | ||
| Duff & Phelps Investment Management | 231k | $24M | 0% | Mar 2021 | ||
| Keybank National Association | 229k | $23M | -1% | Mar 2021 | ||
| Lido Advisors | 208k | $21M | 86% | Mar 2021 | ||
| SPC Financial | 192k | $20M | 0% | Mar 2021 | ||
| Salomon & Ludwin | 188k | $19M | -4% | Mar 2021 | ||
| First Merchants Bank, National Association | 184k | $19M | -1% | Mar 2021 | ||
| Private Advisor | 166k | $17M | 42% | Mar 2021 | ||
| Flaharty Asset Management | 163k | $17M | -3% | Mar 2021 | ||
| DuPont Capital Management Corporation | 161k | $16M | -30% | Mar 2021 | ||
| Accredited Investors | 154k | $16M | 100% | Mar 2021 | ||
| Johnson Midwest Financial | 146k | $15M | 100% | Mar 2021 | ||
| Merriman Wealth Management | 145k | $15M | -2% | Mar 2021 | ||
| Stifel Financial | 144k | $15M | 66% | Mar 2021 | ||
| Pinkerton Retirement Specialists | 138k | $14M | 100% | Mar 2021 | ||
| Keystone Wealth Partners | 137k | $14M | 4% | Mar 2021 | ||
| AE Wealth Management | 136k | $14M | 227% | Mar 2021 | ||
| Lutz Financial Services | 136k | $14M | -4% | Mar 2021 | ||
| Steward Partners Investment Advisory | 130k | $13M | 100% | Mar 2021 | ||
| ETF Portfolio Partners | 128k | $13M | -7% | Mar 2021 | ||
| Capital Advisors | 124k | $13M | 0% | Mar 2021 | ||
| Courier Capital Corp | 124k | $13M | 0% | Mar 2021 | ||
| Yale Capital Corp. | 120k | $12M | -7% | Mar 2021 | ||
| GHP Investment Advisors | 115k | $12M | -2% | Mar 2021 | ||
| Blue Edge Capital | 112k | $11M | 5% | Mar 2021 | ||
| Ellis Investment Partners | 110k | $11M | 2% | Mar 2021 | ||
| Sigma Planning | 107k | $11M | 420% | Mar 2021 | ||
| Royal Fund Management | 102k | $10M | 100% | Mar 2021 | ||
| EWG Elevate | 102k | $10M | 100% | Mar 2021 | ||
| Mattern Wealth Management | 101k | $10M | 2266% | Mar 2021 | ||
| Kings Point Capital Management | 100k | $10M | -9% | Mar 2021 | ||
| Asset Managment | 97k | $9.9M | 0% | Mar 2021 | ||
| Jones Financial Companies, L.L | 97k | $9.8M | -10% | Mar 2021 | ||
| Rockefeller Capital Management | 96k | $9.6M | -1% | Mar 2021 | ||
| Thrivent Financial for Lutherans | 95k | $9.6M | 72% | Mar 2021 | ||
| HighTower Advisors | 94k | $9.6M | 8% | Mar 2021 | ||
| Sterling Financial Planning | 94k | $9.5M | 0% | Mar 2021 | ||
| Pinnacle Family Advisors | 93k | $9.5M | 100% | Mar 2021 | ||
| Fifth Third Bancorp | 91k | $9.2M | 3% | Mar 2021 | ||
| First Hawaiian Bank | 90k | $9.1M | -5% | Mar 2021 | ||
| Hudson Capital Management | 89k | $9.1M | 1% | Mar 2021 | ||
| Kestra Advisory Services | 87k | $8.9M | 59% | Mar 2021 | ||
| Mercer Global Advisors | 87k | $8.9M | 1294% | Mar 2021 | ||
| Betterment | 84k | $8.6M | -36% | Mar 2021 | ||
| First Republic Investment Management | 81k | $8.3M | -3% | Mar 2021 | ||
| Hrt Financial | 79k | $8.0M | 359% | Mar 2021 | ||
| Ullmann Financial | 78k | $8.0M | 2% | Mar 2021 | ||
| Stephens | 78k | $7.9M | 26% | Mar 2021 | ||
| Us Bancorp | 77k | $7.8M | 11% | Mar 2021 | ||
| Cullen Frost Bankers | 76k | $7.8M | 1% | Mar 2021 | ||
| Mariner Wealth Advisors | 74k | $7.5M | -2% | Mar 2021 | ||
| Wintrust Financial Corporation | 73k | $7.5M | 0% | Mar 2021 | ||
| Ascension Capital Advisors | 73k | $7.4M | 100% | Mar 2021 | ||
| IFP Advisors | 73k | $7.4M | 472% | Mar 2021 | ||
| Cetera Investment Advisers | 73k | $7.4M | 25% | Mar 2021 | ||
| Heron Financial Group | 67k | $6.9M | 14% | Mar 2021 | ||
| Mutual Advisors | 65k | $6.6M | 100% | Mar 2021 | ||
| M^T Bank Corporation | 65k | $6.6M | -33% | Mar 2021 | ||
| Rehmann Capital Advisory | 64k | $6.5M | 43% | Mar 2021 | ||
| MEMBERS Trust | 63k | $6.4M | -1% | Mar 2021 | ||
| Creative Planning | 62k | $6.3M | 0% | Mar 2021 | ||
| Ferris Capital | 62k | $6.3M | 0% | Mar 2021 | ||
| Strategic Wealth Advisors | 60k | $6.1M | 100% | Mar 2021 | ||
| Janney Montgomery Scott | 58k | $5.9M | 140% | Mar 2021 | ||
| Greenleaf Trust | 57k | $5.8M | -2% | Mar 2021 | ||
| Chas. P. Smith & Associates, PA, CPA's | 57k | $5.8M | -2% | Mar 2021 | ||
| Goelzer Investment Management | 57k | $5.8M | -3% | Mar 2021 | ||
| Windsor Group | 56k | $5.7M | 220% | Mar 2021 | ||
| Centerpoint Advisors | 50k | $5.1M | -1% | Mar 2021 | ||
| Cranbrook Wealth Management | 49k | $5.0M | -12% | Mar 2021 | ||
| MACRO Consulting Group | 49k | $5.0M | -13% | Mar 2021 | ||
| Mml Investors Services | 49k | $4.9M | 5% | Mar 2021 | ||
| Regions Bank | 48k | $4.9M | 0% | Mar 2021 | ||
| Financial Network Investment Corporation | 48k | $4.9M | 0% | Mar 2021 | ||
| SJA Financial Advisory | 48k | $4.9M | -14% | Mar 2021 | ||
| Security National Trust | 48k | $4.9M | 4% | Mar 2021 | ||
| Mma Asset Management | 47k | $4.8M | 53% | Mar 2021 | ||
| Ifrah Financial Services | 46k | $4.7M | 100% | Mar 2021 | ||
| JNBA Financial Advisors | 46k | $4.7M | 0% | Mar 2021 | ||
| Soltis Investment Advisors | 46k | $4.7M | 524% | Mar 2021 | ||
| First Citizens Financial Corp | 46k | $4.7M | -2% | Mar 2021 | ||
| Pittenger & Anderson | 44k | $4.5M | 0% | Mar 2021 | ||
| Phillips Financial Management | 43k | $4.4M | 1% | Mar 2021 | ||
| TCF National Bank | 43k | $4.4M | -2% | Mar 2021 | ||
| Ironwood Wealth Management | 42k | $4.3M | 0% | Mar 2021 | ||
| UnionBanCal Corporation | 41k | $4.2M | -3% | Mar 2021 | ||
| Omega Financial Group | 41k | $4.2M | -4% | Mar 2021 | ||
| Paracle Advisors | 41k | $4.2M | 0% | Mar 2021 | ||
| Crescent Capital Consulting | 40k | $5.0M | 24% | Mar 2021 | ||
| One Capital Management | 40k | $4.1M | 0% | Mar 2021 | ||
| SNS Financial | 40k | $4.1M | 0% | Mar 2021 | ||
| River Wealth Advisors | 40k | $4.1M | -1% | Mar 2021 | ||
| GW & Wade | 38k | $3.8M | 146% | Mar 2021 | ||
| Norway Savings Bank | 37k | $3.7M | -7% | Mar 2021 | ||
| Hayden Royal | 36k | $3.7M | 787% | Mar 2021 | ||
| Asset Dedication | 35k | $3.5M | -13% | Mar 2021 | ||
| Centaurus Financial | 35k | $3.5M | 100% | Mar 2021 | ||
| Nelson, Van Denburg & Campbell Wealth Management | 34k | $3.5M | -29% | Mar 2021 | ||
| Fma Advisory | 32k | $3.3M | -2% | Mar 2021 | ||
| SOL Capital Management | 31k | $3.2M | 3% | Mar 2021 | ||
| Oldfather Financial Services | 31k | $3.2M | -11% | Mar 2021 | ||
| CIBC World Markets | 31k | $3.2M | -9% | Mar 2021 | ||
| Smith Shellnut Wilson | 31k | $3.1M | -6% | Mar 2021 | ||
| First Trust Advisors | 30k | $3.1M | -5% | Mar 2021 | ||
| Platte River Wealth Advisors | 30k | $3.1M | -2% | Mar 2021 | ||
| Wealth Advisory Solutions | 28k | $3.0k | 17% | Mar 2021 | ||
| Gofen & Glossberg | 28k | $2.8M | -1% | Mar 2021 | ||
| Arete Wealth Advisors | 27k | $2.8M | 100% | Mar 2021 | ||
| Bragg Financial Advisors | 27k | $2.8M | -2% | Mar 2021 | ||
| Signature Estate and Investment Advisors | 27k | $2.8M | -7% | Mar 2021 | ||
| Moloney Securities Asset Management | 27k | $2.7M | 100% | Mar 2021 | ||
| Pure Financial Advisors | 25k | $2.6M | -17% | Mar 2021 | ||
| Pensionmark Financial Group | 25k | $2.7M | -88% | Mar 2021 | ||
| Buckingham Asset Management | 23k | $2.4M | -23% | Mar 2021 | ||
| Goldman Sachs Group | 18k | $1.9M | -52% | Mar 2021 | ||
| Associated Banc- | 13k | $1.5M | -58% | Mar 2021 | ||
Who sold out of iShares S&P MidCap 400 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Morgan Stanley | Dec 2020 | 4.4M | $382M |
| FormulaFolio Investments | Dec 2020 | 55k | $4.7M |