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 | ||
|---|---|---|---|---|---|---|
| Wells Fargo & Company | 5.3M | $586M | -3% | Dec 2021 | ||
| Morgan Stanley | 4.6M | $504M | 100% | Mar 2022 | ||
| FMR | 3.8M | $420M | 4% | Mar 2022 | ||
| Bank of America Corporation | 2.3M | $250M | 100% | Dec 2021 | ||
| Envestnet Asset Management | 1.4M | $152M | -6% | Mar 2022 | ||
| Hamilton Capital Management | 1.2M | $135M | 10% | Mar 2022 | ||
| Natixis Asset Management Advisors | 890k | $99M | 6% | Dec 2021 | ||
| Financial Engines Advisors L.L.C | 887k | $97M | -15% | Mar 2022 | ||
| Raymond James & Associates | 872k | $96M | 2% | Mar 2022 | ||
| People's United Financial | 804k | $88M | -8% | Mar 2022 | ||
| Pnc Financial Services | 803k | $89M | 1% | Dec 2021 | ||
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| D.A. Davidson & Co. | 723k | $80M | 2% | Dec 2021 | ||
| Barber Financial | 711k | $78M | 251% | Mar 2022 | ||
| Northwestern Mutual Wealth Management Company | 683k | $75M | -2% | Mar 2022 | ||
| Northern Trust | 558k | $61M | 5% | Mar 2022 | ||
| Evensky & Katz | 547k | $60M | 0% | Mar 2022 | ||
| Palladium Partners,LLC dba Palladium Registered Investment Advisors | 451k | $50M | 2% | Mar 2022 | ||
| One Capital Management | 441k | $48M | 1219% | Mar 2022 | ||
| Bank of New York Mellon | 431k | $47M | 49% | Mar 2022 | ||
| Hanson McClain Advisors | 427k | $47M | 520% | Mar 2022 | ||
| Accredited Investors | 424k | $46M | 8% | Mar 2022 | ||
| Branch Banking & Trust Company | 418k | $46M | -10% | Mar 2022 | ||
| DAL Investment Company | 408k | $45M | 0% | Dec 2021 | ||
| Bank Of Oklahoma National Association / | 377k | $41M | -3% | Mar 2022 | ||
| Advisor Group Holdings | 377k | $41M | 7% | Mar 2022 | ||
| Willis Johnson & Associates | 375k | $41M | 5% | Mar 2022 | ||
| Jpmorgan Chase & Co | 341k | $37M | 12% | Mar 2022 | ||
| Baird Financial | 340k | $37M | 6% | Mar 2022 | ||
| Equitable Holdings | 323k | $36M | 0% | Mar 2022 | ||
| Cambridge Investment Research Advisors | 302k | $33M | 9% | Dec 2021 | ||
| MAI Wealth Advisors | 297k | $33M | 1% | Mar 2022 | ||
| Northern Oak Capital Management | 288k | $32M | 0% | Dec 2021 | ||
| Rex Capital Advisors | 261k | $29M | 2% | Dec 2021 | ||
| Brookstone Capital Management | 244k | $26M | 719% | Mar 2022 | ||
| Duff & Phelps Investment Management | 234k | $26M | 0% | Mar 2022 | ||
| Pensionmark Financial Group | 225k | $25M | 1% | Mar 2022 | ||
| Commonwealth Equity Services | 224k | $25M | -22% | Mar 2022 | ||
| Merriman Wealth Management | 223k | $24M | 71% | Mar 2022 | ||
| Keybank National Association | 211k | $23M | -2% | Mar 2022 | ||
| Stifel Financial | 191k | $21M | 22% | Mar 2022 | ||
| Keystone Wealth Partners | 187k | $21M | 8% | Mar 2022 | ||
| Salomon & Ludwin | 187k | $21M | 0% | Mar 2022 | ||
| Cullen Frost Bankers | 181k | $20M | 47% | Mar 2022 | ||
| Flaharty Asset Management | 178k | $20M | 6% | Mar 2022 | ||
| First Merchants Bank, National Association | 172k | $19M | -2% | Mar 2022 | ||
| Rehmann Capital Advisory | 172k | $19M | 0% | Dec 2021 | ||
| SPC Financial | 161k | $18M | -5% | Mar 2022 | ||
| Smith Anglin Financial | 157k | $17M | 18% | Dec 2021 | ||
| Raymond James Financial Services Advisors | 154k | $17M | 2% | Mar 2022 | ||
| Johnson Midwest Financial | 147k | $16M | 457869% | Mar 2022 | ||
| Lido Advisors | 143k | $16M | 1% | Mar 2022 | ||
| Pinkerton Retirement Specialists | 142k | $16M | 27% | Dec 2021 | ||
| HighTower Advisors | 141k | $16M | 38% | Dec 2021 | ||
| Bank Of Montreal | 139k | $16M | -5% | Dec 2021 | ||
| Lutz Financial Services | 134k | $15M | 0% | Mar 2022 | ||
| Capital Advisors | 129k | $14M | 1% | Mar 2022 | ||
| Karp Capital Management | 123k | $14M | 100% | Mar 2022 | ||
| Mariner Wealth Advisors | 123k | $14M | 3% | Mar 2022 | ||
| HNP Capital | 122k | $13M | 100% | Mar 2022 | ||
| Courier Capital Corp | 122k | $13M | 0% | Mar 2022 | ||
| Yale Capital Corp. | 116k | $13M | 0% | Mar 2022 | ||
| GHP Investment Advisors | 115k | $13M | 0% | Mar 2022 | ||
| Ellis Investment Partners | 108k | $12M | -4% | Mar 2022 | ||
| Private Advisor | 107k | $12M | 0% | Mar 2022 | ||
| Kestra Advisory Services | 106k | $12M | 24% | Mar 2022 | ||
| Jones Financial Companies, L.L | 103k | $11M | 5% | Mar 2022 | ||
| Rockefeller Capital Management | 101k | $0 | 4% | Mar 2022 | ||
| Steward Partners Investment Advisory | 100k | $11M | 0% | Mar 2022 | ||
| First Republic Investment Management | 100k | $11M | 3% | Dec 2021 | ||
| ETF Portfolio Partners | 100k | $11M | 3% | Mar 2022 | ||
| AE Wealth Management | 99k | $11M | 95% | Dec 2021 | ||
| Ullmann Financial | 97k | $11M | 11% | Mar 2022 | ||
| Sterling Financial Planning | 97k | $11M | 2% | Mar 2022 | ||
| Cetera Investment Advisers | 96k | $11M | -17% | Mar 2022 | ||
| Kings Point Capital Management | 89k | $9.9M | -10% | Dec 2021 | ||
| Fifth Third Bancorp | 87k | $9.5M | 1% | Mar 2022 | ||
| Mercer Global Advisors | 84k | $9.2M | 0% | Mar 2022 | ||
| Nations Financial Group | 84k | $9.2M | -9% | Mar 2022 | ||
| First Hawaiian Bank | 81k | $8.9M | -1% | Mar 2022 | ||
| Holland Advisory Services | 80k | $8.8M | -3% | Mar 2022 | ||
| Heron Financial Group | 73k | $7.8M | 1% | Dec 2021 | ||
| Wintrust Financial Corporation | 70k | $7.7M | 1% | Mar 2022 | ||
| Hudson Capital Management | 68k | $7.5M | 0% | Mar 2022 | ||
| Us Bancorp | 68k | $7.4M | 4% | Mar 2022 | ||
| Pinnacle Family Advisors | 66k | $7.2M | 429% | Mar 2022 | ||
| Aries Wealth Management | 64k | $7.0M | 100% | Mar 2022 | ||
| Omega Financial Group | 64k | $7.0M | 11% | Mar 2022 | ||
| Mml Investors Services | 63k | $6.9M | 4% | Mar 2022 | ||
| Chilton Investment | 63k | $6.9M | -30% | Mar 2022 | ||
| Creative Planning | 61k | $6.8M | 1% | Dec 2021 | ||
| M^T Bank Corporation | 61k | $6.7M | 3% | Mar 2022 | ||
| Huntington National Bank | 60k | $6.6M | 15% | Mar 2022 | ||
| MEMBERS Trust | 60k | $6.6M | -1% | Dec 2021 | ||
| IFP Advisors | 59k | $6.6M | -19% | Dec 2021 | ||
| Scotia Capital | 58k | $6.3M | 100% | Mar 2022 | ||
| Goelzer Investment Management | 56k | $6.2M | 0% | Mar 2022 | ||
| Regions Bank | 55k | $6.0M | 2% | Mar 2022 | ||
| Chas. P. Smith & Associates, PA, CPA's | 55k | $6.0M | 0% | Mar 2022 | ||
| Greenleaf Trust | 54k | $5.9M | -1% | Mar 2022 | ||
| Great Diamond Partners | 53k | $5.8M | 100% | Mar 2022 | ||
| Soltis Investment Advisors | 51k | $5.5M | 4% | Mar 2022 | ||
| Ferris Capital | 49k | $5.3M | 0% | Mar 2022 | ||
| Ifrah Financial Services | 47k | $5.2M | 1% | Mar 2022 | ||
| Centerpoint Advisors | 47k | $5.1M | -2% | Mar 2022 | ||
| NorthCrest Asset Manangement | 47k | $5.2M | 100% | Dec 2021 | ||
| Ironwood Wealth Management | 46k | $5.1M | 2% | Mar 2022 | ||
| SJA Financial Advisory | 46k | $5.0M | 0% | Mar 2022 | ||
| First Citizens Financial Corp | 46k | $5.1M | -2% | Dec 2021 | ||
| Phillips Financial Management | 45k | $5.0M | 2% | Mar 2022 | ||
| JNBA Financial Advisors | 45k | $5.0M | -2% | Mar 2022 | ||
| Stephens | 45k | $4.9M | -30% | Mar 2022 | ||
| Pittenger & Anderson | 44k | $4.9M | 0% | Mar 2022 | ||
| Asset Dedication | 40k | $4.4M | 5% | Mar 2022 | ||
| Betterment | 40k | $4.4M | -31% | Dec 2021 | ||
| King Wealth Management | 40k | $4.4M | 66% | Dec 2021 | ||
| River Wealth Advisors | 38k | $4.2M | -1% | Mar 2022 | ||
| Csenge Advisory Group | 38k | $4.2M | 17% | Mar 2022 | ||
| Windsor Group | 38k | $4.0M | -58% | Mar 2022 | ||
| Coldstream Capital Management | 38k | $4.1M | -22% | Mar 2022 | ||
| Oldfather Financial Services | 36k | $3.8M | 5% | Mar 2022 | ||
| Hancock Whitney Investment Services | 35k | $3.8M | 100% | Mar 2022 | ||
| Campion Asset Management | 34k | $3.7M | 10% | Mar 2022 | ||
| UnionBanCal Corporation | 33k | $3.6M | 10% | Mar 2022 | ||
| SOL Capital Management | 33k | $3.7M | 5% | Dec 2021 | ||
| Captrust Financial Advisors | 33k | $3.6M | 35% | Mar 2022 | ||
| Associated Banc- | 32k | $3.5M | 7% | Mar 2022 | ||
| Nauset Wealth Management | 31k | $3.4M | 100% | Mar 2022 | ||
| First Command Financial Services | 30k | $3.3M | 1% | Mar 2022 | ||
| First Command Bank | 30k | $3.3M | 45% | Mar 2022 | ||
| Factorial Partners | 30k | $3.3M | 7% | Mar 2022 | ||
| Jane Street | 30k | $3.3M | 813% | Mar 2022 | ||
| Signature Estate and Investment Advisors | 30k | $3.2M | 1% | Mar 2022 | ||
| Norway Savings Bank | 29k | $3.2M | -2% | Mar 2022 | ||
| Janney Montgomery Scott | 29k | $3.2M | -23% | Mar 2022 | ||
| Oxler Private Wealth | 29k | $3.2M | 6% | Dec 2021 | ||
| First Trust Advisors | 29k | $3.2M | -4% | Mar 2022 | ||
| Sigma Planning | 28k | $3.1M | -47% | Mar 2022 | ||
| Platte River Wealth Advisors | 28k | $3.2M | -7% | Dec 2021 | ||
| Mattern Wealth Management | 28k | $3.1M | -72% | Mar 2022 | ||
| H D Vest Advisory Services | 28k | $3.0M | 161% | Mar 2022 | ||
| Financial Counselors | 28k | $3.0M | 0% | Mar 2022 | ||
| JFS Wealth Advisors | 27k | $3.0M | -3% | Mar 2022 | ||
| SRS Capital Advisors | 27k | $3.0M | -9% | Dec 2021 | ||
| Greenup Street Wealth Management | 27k | $3.0M | 100% | Dec 2021 | ||
| Patriot Financial Group Insurance Agency | 27k | $3.0M | 151% | Mar 2022 | ||
| Smith Shellnut Wilson | 27k | $3.0M | -13% | Mar 2022 | ||
| Stokes Family Office | 27k | $3.0M | 2% | Dec 2021 | ||
| Umb Bank N A | 27k | $2.9M | 0% | Mar 2022 | ||
| Crescent Capital Consulting | 27k | $3.0M | -24% | Dec 2021 | ||
| Crescent Grove Advisors | 27k | $2.9M | 105% | Mar 2022 | ||
| Modera Wealth Management | 26k | $2.9M | -2% | Mar 2022 | ||
| Nelson, Van Denburg & Campbell Wealth Management | 23k | $2.5M | -19% | Mar 2022 | ||
| Goldman Sachs Group | 21k | $2.2M | -60% | Mar 2022 | ||
| First Citizens Bank & Trust | 18k | $2.0M | -78% | Mar 2022 | ||
| Thrivent Financial for Lutherans | 16k | $1.7M | -86% | Mar 2022 | ||
| Belpointe Asset Management | 10k | $1.1M | -66% | Mar 2022 | ||
| EWG Elevate | 5.0k | $545k | -93% | Mar 2022 | ||
| Clear Creek Financial Management | 4.6k | $504k | -95% | Mar 2022 | ||
| Ascension Capital Advisors | 2.6k | $280k | -97% | Mar 2022 | ||
| First Command Advisory Services | 1.5k | $166k | -100% | Mar 2022 | ||
Who sold out of iShares S&P MidCap 400 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Piershale Financial | Dec 2021 | 258k | $29M |
| Royal Fund Management | Dec 2021 | 57k | $6.3M |
| Mutual Advisors | Sep 2021 | 53k | $5.4M |
| Anchor Capital Advisors | Dec 2021 | 38k | $4.2M |
| CIBC World Markets | Sep 2021 | 35k | $3.6M |