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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 3.6M | $472M | -2% | Sep 2025 |
|
| FMR | 3.5M | $460M | 0% | Sep 2025 |
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| UBS Group | 2.1M | $282M | -1% | Dec 2025 |
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| Envestnet Asset Management | 2.0M | $255M | 4% | Sep 2025 |
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| Pnc Financial Services | 1.3M | $176M | 2% | Dec 2025 |
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| D.A. Davidson & Co. | 1.1M | $139M | 4% | Dec 2025 |
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| Raymond James Financial | 867k | $113M | 2% | Sep 2025 |
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| Cullen Frost Bankers | 831k | $109M | 0% | Dec 2025 |
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| Ameriprise Financial | 814k | $106M | -2% | Sep 2025 |
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| LPL Financial | 788k | $102M | -2% | Sep 2025 |
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| Northern Trust | 676k | $88M | -6% | Sep 2025 |
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| Financial Engines Advisors L.L.C | 676k | $88M | -3% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 628k | $81M | 0% | Sep 2025 |
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| Royal Bank of Canada | 546k | $71M | -7% | Sep 2025 |
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| Jpmorgan Chase & Co | 429k | $56M | 100% | Sep 2025 |
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| HighTower Advisors | 416k | $54M | 4% | Sep 2025 |
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| Bank of New York Mellon | 415k | $55M | -1% | Dec 2025 |
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| Baird Financial | 348k | $45M | 4% | Sep 2025 |
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| Evensky & Katz | 346k | $46M | 0% | Dec 2025 |
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| MAI Wealth Advisors | 327k | $42M | -2% | Sep 2025 |
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| Bank Of Oklahoma National Association / | 313k | $41M | -1% | Sep 2025 |
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| Bryn Mawr Trust | 309k | $40M | -4% | Sep 2025 |
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| Midland Wealth Advisors | 308k | $41M | -8% | Dec 2025 |
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| Pathstone Holdings | 268k | $35M | -1% | Sep 2025 |
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| Sontag Advisory | 266k | $34M | 2% | Sep 2025 |
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| Commonwealth Equity Services | 263k | $34M | -15% | Sep 2025 |
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| Pensionmark Financial Group | 256k | $34M | 19% | Dec 2025 |
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| Jones Financial Companies, L.L | 254k | $33M | 16% | Sep 2025 |
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| Willis Johnson & Associates | 245k | $32M | -27% | Dec 2025 |
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| Courier Capital Corp | 244k | $32M | 1% | Dec 2025 |
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| HPM Partners | 229k | $30M | 3% | Sep 2025 |
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| Rehmann Capital Advisory | 227k | $30M | 4% | Sep 2025 |
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| Branch Banking & Trust Company | 223k | $29M | -2% | Dec 2025 |
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| Creative Planning | 222k | $29M | -1% | Sep 2025 |
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| Rockefeller Capital Management | 216k | $28M | 0% | Sep 2025 |
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| Mesirow Financial Investment Management International Equity | 192k | $25M | -9% | Sep 2025 |
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| Keybank National Association | 182k | $24M | -1% | Dec 2025 |
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| G. W. Henssler & Associates | 181k | $24M | -60% | Dec 2025 |
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| Mariner Wealth Advisors | 169k | $22M | -1% | Sep 2025 |
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| SPC Financial | 165k | $21M | 0% | Sep 2025 |
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| Lido Advisors | 164k | $22M | 4% | Dec 2025 |
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| Sterling Financial Planning | 153k | $20M | 3% | Dec 2025 |
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| Vestmark Advisory Solutions | 144k | $19M | 9% | Dec 2025 |
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| Balance Wealth | 125k | $16M | -50% | Dec 2025 |
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| Lutz Financial Services | 120k | $16M | 0% | Sep 2025 |
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| Colony | 120k | $16M | -2% | Sep 2025 |
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| Capital Advisors | 113k | $15M | 0% | Dec 2025 |
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| Yale Capital Corp. | 112k | $15M | 0% | Sep 2025 |
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| CI Private Wealth | 110k | $14M | -3% | Sep 2025 |
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| Advisor Group Holdings | 108k | $14M | -11% | Sep 2025 |
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| Steward Partners Investment Advisory | 106k | $14M | 0% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 105k | $14M | 0% | Dec 2025 |
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| GHP Investment Advisors | 104k | $14M | -1% | Dec 2025 |
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| Natixis Asset Management Advisors | 102k | $13M | -2% | Dec 2025 |
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| Salomon & Ludwin | 101k | $14M | -2% | Dec 2025 |
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| Moneta Group Investment Advisors | 101k | $13M | 1% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 100k | $13M | 38% | Sep 2025 |
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| Stifel Financial | 100k | $13M | -3% | Sep 2025 |
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| Northern Oak Capital Management | 100k | $13M | -5% | Dec 2025 |
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| Cassaday & Co Wealth Management | 99k | $13M | -1% | Sep 2025 |
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| Cetera Investment Advisers | 96k | $12M | 19% | Sep 2025 |
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| First Merchants Bank, National Association | 95k | $13M | -10% | Dec 2025 |
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| Cambridge Investment Research Advisors | 95k | $13M | 4% | Dec 2025 |
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| Kestra Advisory Services | 95k | $12M | -1% | Sep 2025 |
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| Blue Edge Capital | 92k | $12M | 0% | Sep 2025 |
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| Asset Managment | 89k | $12M | 0% | Sep 2025 |
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| Omega Financial Group | 89k | $12M | 2% | Dec 2025 |
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| Brian McDonald | 89k | $12M | -6% | Dec 2025 |
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| Mml Investors Services | 88k | $11M | 3% | Sep 2025 |
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| Ellis Investment Partners | 87k | $11M | -2% | Dec 2025 |
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| Nations Financial Group | 82k | $11M | 3% | Dec 2025 |
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| Oakmont Partners | 81k | $11M | 38% | Dec 2025 |
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| Equitable Holdings | 78k | $10M | 170% | Sep 2025 |
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| Regions Bank | 77k | $10M | 100% | Dec 2025 |
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| Mill Creek Capital Advisors | 72k | $9.4M | 0% | Sep 2025 |
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| Fifth Third Bancorp | 72k | $9.5M | 3% | Dec 2025 |
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| Us Bancorp | 69k | $9.1M | -3% | Dec 2025 |
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| Envestnet Portfolio Solutions | 67k | $8.7M | 2% | Sep 2025 |
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| Oldfather Financial Services | 63k | $8.3M | 8% | Dec 2025 |
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| LMG Wealth Partners | 63k | $8.2M | 6% | Dec 2025 |
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| Captrust Financial Advisors | 61k | $7.9M | -5% | Sep 2025 |
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| Flaharty Asset Management | 60k | $8.0M | -40% | Dec 2025 |
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| InvesTrust | 60k | $7.8M | 0% | Dec 2025 |
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| DDFG | 57k | $7.5B | 2% | Dec 2025 |
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| IFP Advisors | 54k | $7.1M | 3% | Dec 2025 |
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| Leeward Investments, LLC - MA | 54k | $7.0M | 100% | Sep 2025 |
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| Ullmann Financial | 53k | $6.9M | -6% | Sep 2025 |
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| Asset Dedication | 52k | $6.8M | -1% | Dec 2025 |
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| First Citizens Financial Corp | 51k | $6.7M | -1% | Dec 2025 |
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| Greenleaf Trust | 51k | $6.7M | -1% | Dec 2025 |
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| Prospera Financial Services | 50k | $6.5M | 291% | Sep 2025 |
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| McMahon Financial Advisors | 50k | $6.5M | 6% | Dec 2025 |
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| M^T Bank Corporation | 49k | $6.5M | -14% | Dec 2025 |
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| Becker Capital Management | 49k | $6.3M | 0% | Sep 2025 |
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| Summit Financial | 48k | $6.3M | 579% | Sep 2025 |
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| JFS Wealth Advisors | 48k | $6.3M | -2% | Dec 2025 |
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| Foundation Wealth Management | 48k | $6.3M | -3% | Dec 2025 |
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| Huntington National Bank | 48k | $6.2M | 38% | Dec 2025 |
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| BlackRock | 47k | $6.0M | 107% | Sep 2025 |
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| Thrivent Financial for Lutherans | 46k | $5.9M | 5% | Sep 2025 |
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| Mercer Global Advisors | 45k | $5.9M | -9% | Sep 2025 |
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| Pittenger & Anderson | 45k | $5.9M | 1% | Dec 2025 |
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| SJA Financial Advisory | 44k | $5.7M | -4% | Sep 2025 |
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| Hudson Capital Management | 44k | $5.7M | 1% | Sep 2025 |
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| Associated Banc- | 44k | $5.8M | -11% | Dec 2025 |
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| Pinnacle Financial Partners | 44k | $5.7M | 0% | Sep 2025 |
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| Janney Montgomery Scott | 43k | $5.6M | 6% | Sep 2025 |
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| SOL Capital Management | 43k | $5.6M | -16% | Dec 2025 |
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| BKM Wealth Management | 42k | $5.5M | 1% | Dec 2025 |
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| Betterment | 42k | $5.4M | -6% | Sep 2025 |
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| Intl Fcstone | 42k | $5.4M | -2% | Sep 2025 |
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| Ironwood Wealth Management | 41k | $5.6M | -5% | Dec 2025 |
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| Novem Group | 40k | $5.3M | 2% | Dec 2025 |
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| ETF Portfolio Partners | 40k | $5.3M | 4% | Dec 2025 |
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| CIBC World Markets | 40k | $5.3M | -3% | Dec 2025 |
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| Warren Averett Asset Management | 40k | $5.2M | 0% | Sep 2025 |
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| Ifrah Financial Services | 39k | $5.2M | 0% | Dec 2025 |
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| Wsfs Capital Management | 39k | $5.1M | -1% | Dec 2025 |
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| Csenge Advisory Group | 38k | $5.0M | -3% | Dec 2025 |
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| Heritage Wealth Advisors | 38k | $4.2M | 0% | Sep 2025 |
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| Citadel Advisors | 36k | $4.7M | 1723% | Sep 2025 |
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| Signature Estate and Investment Advisors | 36k | $4.8M | -2% | Dec 2025 |
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| Idaho Trust Bank | 36k | $4.7M | -14% | Sep 2025 |
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| Bleakley Financial Group | 36k | $4.7M | 3% | Dec 2025 |
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| JNBA Financial Advisors | 35k | $4.7M | 1% | Dec 2025 |
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| Chas. P. Smith & Associates, PA, CPA's | 35k | $4.6M | 10% | Dec 2025 |
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| Net Worth Advisory Group | 34k | $4.5M | 769% | Dec 2025 |
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| King Wealth Management | 34k | $4.5M | -2% | Dec 2025 |
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| Level Four Advisory Services | 34k | $4.4M | 5% | Sep 2025 |
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| CFS Investment Advisory Services | 33k | $4.4M | 0% | Sep 2025 |
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| Private Advisor | 33k | $4.3M | -7% | Sep 2025 |
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| Brightwater Advisory | 33k | $4.3M | -1% | Sep 2025 |
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| Fifth Third Wealth Advisors | 33k | $4.3M | -9% | Dec 2025 |
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| Sierra Capital | 33k | $4.2M | -1% | Sep 2025 |
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| Trail Ridge Investment Advisors | 33k | $4.3M | 3% | Dec 2025 |
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| Centerpoint Advisors | 33k | $4.2M | 2% | Sep 2025 |
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| Sanctuary Advisors | 32k | $4.2M | 24% | Dec 2025 |
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| Sequoia Financial Advisors | 32k | $4.1M | 0% | Sep 2025 |
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| Goelzer Investment Management | 31k | $4.1M | -10% | Dec 2025 |
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| Susquehanna International | 31k | $4.0M | 6% | Sep 2025 |
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| NorthCrest Asset Manangement | 30k | $4.1M | -3% | Dec 2025 |
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| Astra Wealth Partners | 30k | $4.0M | 1% | Dec 2025 |
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| Cranbrook Wealth Management | 30k | $3.9M | -2% | Dec 2025 |
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| Modera Wealth Management | 30k | $3.9M | 0% | Dec 2025 |
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| Midwest Trust | 30k | $3.9M | -3% | Dec 2025 |
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| River Wealth Advisors | 29k | $3.8M | 0% | Sep 2025 |
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| LTG Capital | 29k | $3.7M | -1% | Sep 2025 |
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| HB Wealth Management | 29k | $3.8M | 0% | Dec 2025 |
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| Goldman Sachs Group | 28k | $3.7M | -4% | Dec 2025 |
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| M1 Capital Management | 27k | $3.5M | -6% | Sep 2025 |
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| One Capital Management | 19k | $2.5M | -54% | Dec 2025 |
|
Who sold out of iShares S&P MidCap 400 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Oribel Capital Management | Jun 2025 | 184k | $40M |
| Fortitude Financial | Sep 2025 | 45k | $2.9M |
| Cordatus Wealth Management | Sep 2025 | 43k | $5.6M |