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 |
|---|---|---|---|---|---|
| FMR | 4.1M | $604M | 0% | Jun 2026 |
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| Morgan Stanley | 4.0M | $535M | 1% | Mar 2026 |
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| Wells Fargo & Company | 3.5M | $520M | 2% | Jun 2026 |
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| Bank of America Corporation | 2.4M | $352M | -1% | Jun 2026 |
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| Envestnet Asset Management | 2.2M | $331M | 2% | Jun 2026 |
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| UBS Group | 1.9M | $286M | -13% | Jun 2026 |
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| Pnc Financial Services | 1.4M | $206M | 3% | Jun 2026 |
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| D.A. Davidson & Co. | 1.1M | $167M | 4% | Jun 2026 |
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| Raymond James Financial | 868k | $128M | -6% | Jun 2026 |
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| LPL Financial | 769k | $114M | 0% | Jun 2026 |
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| Cullen Frost Bankers | 768k | $114M | -7% | Jun 2026 |
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| Northern Trust | 675k | $100M | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 635k | $94M | -1% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 609k | $90M | -3% | Jun 2026 |
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| Ameriprise Financial | 606k | $90M | 1% | Jun 2026 |
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| Royal Bank of Canada | 545k | $81M | -2% | Jun 2026 |
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| Jpmorgan Chase & Co | 450k | $66M | 100% | Jun 2026 |
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| Jones Financial Companies, L.L | 416k | $61M | 1% | Jun 2026 |
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| Bank of New York Mellon | 403k | $60M | -1% | Jun 2026 |
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| Baird Financial | 334k | $49M | -2% | Jun 2026 |
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| MAI Wealth Advisors | 333k | $49M | 2% | Jun 2026 |
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| HighTower Advisors | 331k | $49M | -13% | Jun 2026 |
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| Evensky & Katz | 329k | $49M | -2% | Jun 2026 |
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| Midland Wealth Advisors | 279k | $41M | -3% | Jun 2026 |
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| Bank Of Oklahoma National Association / | 270k | $40M | 0% | Jun 2026 |
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| Pensionmark Financial Group | 265k | $35M | 0% | Jun 2026 |
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| Bryn Mawr Trust | 264k | $39M | -7% | Jun 2026 |
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| HPM Partners | 263k | $39M | -1% | Jun 2026 |
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| Lido Advisors | 263k | $39M | 49% | Jun 2026 |
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| Rehmann Capital Advisory | 251k | $37M | -1% | Jun 2026 |
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| Willis Johnson & Associates | 232k | $34M | -1% | Jun 2026 |
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| Courier Capital Corp | 228k | $34M | 2% | Jun 2026 |
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| Rockefeller Capital Management | 216k | $32M | -4% | Jun 2026 |
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| Branch Banking & Trust Company | 210k | $31M | -5% | Jun 2026 |
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| Commonwealth Equity Services | 209k | $31M | -11% | Jun 2026 |
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| Creative Planning | 181k | $27M | -10% | Jun 2026 |
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| Keybank National Association | 173k | $26M | -3% | Jun 2026 |
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| Mariner Wealth Advisors | 171k | $25M | -2% | Jun 2026 |
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| Bank Of Montreal | 165k | $22M | 100% | Mar 2026 |
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| AlphaCore Capital | 158k | $23M | -3% | Jun 2026 |
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| Sterling Financial Planning | 157k | $23M | 2% | Jun 2026 |
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| Fifth Third Bancorp | 151k | $22M | -3% | Jun 2026 |
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| Sontag Advisory | 139k | $21M | 0% | Jun 2026 |
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| Colony | 125k | $19M | -5% | Jun 2026 |
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| Advisor Group Holdings | 125k | $18M | 15% | Jun 2026 |
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| Lutz Financial Services | 118k | $18M | 0% | Jun 2026 |
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| Capital Advisors | 111k | $16M | 0% | Jun 2026 |
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| Yale Capital Corp. | 108k | $16M | 0% | Jun 2026 |
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| Moneta Group Investment Advisors | 106k | $16M | 3% | Jun 2026 |
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| Cetera Investment Advisers | 106k | $16M | 2% | Jun 2026 |
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| Steward Partners Investment Advisory | 104k | $15M | 0% | Jun 2026 |
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| GHP Investment Advisors | 102k | $15M | -1% | Jun 2026 |
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| Mml Investors Services | 101k | $15M | 20% | Jun 2026 |
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| Hsbc Holdings | 101k | $15M | 0% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 100k | $15M | -33% | Jun 2026 |
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| Kestra Advisory Services | 99k | $15M | -3% | Jun 2026 |
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| Cassaday & Co Wealth Management | 96k | $14M | -1% | Jun 2026 |
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| Mercer Global Advisors | 95k | $14M | -11% | Jun 2026 |
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| CI Private Wealth | 95k | $14M | -8% | Jun 2026 |
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| Salomon & Ludwin | 95k | $14M | -2% | Jun 2026 |
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| Northern Oak Capital Management | 94k | $14M | -1% | Jun 2026 |
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| Omega Financial Group | 93k | $14M | 2% | Jun 2026 |
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| Natixis Asset Management Advisors | 92k | $14M | 2% | Jun 2026 |
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| First Merchants Bank, National Association | 92k | $14M | -2% | Jun 2026 |
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| Stifel Financial | 91k | $14M | 3% | Jun 2026 |
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| Asset Managment | 89k | $13M | -1% | Jun 2026 |
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| Pathstone Holdings | 89k | $13M | 207% | Jun 2026 |
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| PW Nova Financial Services | 86k | $13M | 4% | Jun 2026 |
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| Ellis Investment Partners | 84k | $13M | -1% | Jun 2026 |
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| Nations Financial Group | 80k | $12M | -1% | Jun 2026 |
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| Mesirow Financial Investment Management International Equity | 80k | $12M | 0% | Jun 2026 |
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| Cambridge Investment Research Advisors | 79k | $12M | -7% | Jun 2026 |
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| Blue Edge Capital | 78k | $11M | 1% | Jun 2026 |
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| Susquehanna International | 74k | $11M | 4522% | Jun 2026 |
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| Balance Wealth | 73k | $11M | -11% | Jun 2026 |
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| Mill Creek Capital Advisors | 72k | $9.6M | 0% | Mar 2026 |
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| Regions Bank | 71k | $11M | -9% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 69k | $6.1M | 100% | Jun 2026 |
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| Us Bancorp | 66k | $9.8M | -4% | Jun 2026 |
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| Independence Financial Advisors | 66k | $9.8M | 100% | Jun 2026 |
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| Captrust Financial Advisors | 64k | $9.4M | 1% | Jun 2026 |
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| OFS Enterprise | 62k | $9.2M | 2% | Jun 2026 |
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| LMG Wealth Partners | 61k | $9.0M | -2% | Jun 2026 |
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| Pinnacle Financial Partners | 59k | $8.8M | 4% | Jun 2026 |
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| BlackRock | 59k | $8.7M | 12% | Jun 2026 |
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| DDFG | 58k | $8.6B | -1% | Jun 2026 |
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| Causey Wealth | 58k | $8.6M | -2% | Jun 2026 |
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| InvesTrust | 57k | $8.4M | -4% | Jun 2026 |
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| Foundation Wealth Management | 57k | $8.4M | 6% | Jun 2026 |
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| Modern Wealth Management | 56k | $8.3M | 100% | Jun 2026 |
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| Summit Financial | 56k | $8.2M | -2% | Jun 2026 |
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| McMahon Financial Advisors | 55k | $8.1M | -3% | Jun 2026 |
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| Wsfs Capital Management | 55k | $8.1M | -1% | Jun 2026 |
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| Thrivent Financial for Lutherans | 54k | $8.0M | 0% | Jun 2026 |
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| Arkadios Wealth Advisors | 54k | $8.0M | -4% | Jun 2026 |
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| MidFirst Bank | 53k | $7.8M | 0% | Jun 2026 |
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| IFP Advisors | 53k | $7.8M | -3% | Jun 2026 |
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| Parr Mcknight Wealth Management Group | 52k | $7.7M | 8% | Jun 2026 |
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| First Citizens Financial Corp | 50k | $7.4M | -1% | Jun 2026 |
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| SNS Financial | 50k | $7.4M | 129% | Jun 2026 |
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| Becker Capital Management | 49k | $7.2M | 0% | Jun 2026 |
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| Hudson Capital Management | 48k | $7.1M | 1% | Jun 2026 |
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| Greenleaf Trust | 48k | $7.1M | -1% | Jun 2026 |
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| Ullmann Financial | 47k | $7.0M | -2% | Jun 2026 |
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| JFS Wealth Advisors | 47k | $6.9M | 1% | Jun 2026 |
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| D.B. Root & Company | 47k | $6.9M | -2% | Jun 2026 |
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| Asset Dedication | 45k | $6.6M | -12% | Jun 2026 |
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| M^T Bank Corporation | 45k | $6.6M | -8% | Jun 2026 |
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| Pittenger & Anderson | 44k | $6.6M | 0% | Jun 2026 |
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| SJA Financial Advisory | 44k | $6.5M | 0% | Jun 2026 |
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| Huntington National Bank | 44k | $6.5M | 3% | Jun 2026 |
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| Novem Group | 43k | $6.4M | 3% | Jun 2026 |
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| Associated Banc- | 43k | $6.3M | 0% | Jun 2026 |
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| Idaho Trust Bank | 43k | $6.3M | 7% | Jun 2026 |
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| Janney Montgomery Scott | 41k | $6.0M | -2% | Jun 2026 |
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| Warren Averett Asset Management | 41k | $6.0M | 0% | Jun 2026 |
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| Goldman Sachs Group | 40k | $5.9M | -7% | Jun 2026 |
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| BKM Wealth Management | 39k | $5.8M | -6% | Jun 2026 |
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| Ironwood Wealth Management | 38k | $5.6M | -4% | Jun 2026 |
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| Ifrah Financial Services | 38k | $5.7M | -2% | Jun 2026 |
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| ETF Portfolio Partners | 37k | $5.5M | -4% | Jun 2026 |
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| Envestnet Portfolio Solutions | 37k | $5.4M | -5% | Jun 2026 |
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| Csenge Advisory Group | 36k | $5.3M | 3% | Jun 2026 |
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| Level Four Advisory Services | 36k | $5.3M | 2% | Jun 2026 |
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| Bleakley Financial Group | 35k | $5.1M | -3% | Jun 2026 |
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| Chas. P. Smith & Associates, PA, CPA's | 34k | $4.6M | -1% | Mar 2026 |
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| Betterment | 34k | $5.1M | -10% | Jun 2026 |
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| EP Wealth Advisors | 34k | $5.0M | 115% | Jun 2026 |
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| JNBA Financial Advisors | 33k | $4.9M | -2% | Jun 2026 |
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| King Wealth Management | 33k | $4.9M | -2% | Jun 2026 |
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| CFS Investment Advisory Services | 33k | $4.8M | -1% | Jun 2026 |
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| Brightwater Advisory | 32k | $4.8M | 0% | Jun 2026 |
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| Centerpoint Advisors | 32k | $4.8M | 0% | Jun 2026 |
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| Soltis Investment Advisors | 32k | $4.7M | 5% | Jun 2026 |
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| Astra Wealth Partners | 32k | $4.7M | 1% | Jun 2026 |
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| Sequoia Financial Advisors | 32k | $4.7M | 0% | Jun 2026 |
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| Fifth Third Wealth Advisors | 31k | $4.6M | -2% | Jun 2026 |
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| Sanctuary Advisors | 31k | $4.6M | 5% | Jun 2026 |
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| Modera Wealth Management | 30k | $4.4M | 0% | Jun 2026 |
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| Midwest Trust | 30k | $4.4M | -1% | Jun 2026 |
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| Goelzer Investment Management | 30k | $4.4M | -5% | Jun 2026 |
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| HB Wealth Management | 29k | $4.3M | -1% | Jun 2026 |
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| Trail Ridge Investment Advisors | 29k | $4.3M | -9% | Jun 2026 |
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| Whitaker-Myers Wealth Managers | 29k | $4.3M | 6% | Jun 2026 |
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| Private Advisor | 29k | $4.3M | -18% | Jun 2026 |
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| River Wealth Advisors | 29k | $3.8M | 0% | Jun 2026 |
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| Heritage Wealth Advisors | 29k | $3.8M | 0% | Jun 2026 |
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| Teachers Insurance and Annuity Association of America | 28k | $4.2M | 3% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 28k | $4.1M | 22% | Jun 2026 |
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| Umpqua Bank | 28k | $4.1M | 31% | Jun 2026 |
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| Cranbrook Wealth Management | 28k | $4.1M | -2% | Jun 2026 |
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| LTG Capital | 28k | $4.1M | -1% | Jun 2026 |
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| Prospera Financial Services | 6.5k | $966k | -86% | Jun 2026 |
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| Oakmont Partners | 4.8k | $703k | -94% | Jun 2026 |
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| Flaharty Asset Management | 4.6k | $668k | -92% | Jun 2026 |
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| Net Worth Advisory Group | 3.9k | $571k | -89% | Jun 2026 |
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| Vestmark Advisory Solutions | 2.1k | $305k | -99% | Jun 2026 |
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Who sold out of iShares S&P MidCap 400 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cordatus Wealth Management | Mar 2026 | 40k | $5.3M |
| Citadel Advisors | Mar 2026 | 29k | $3.8M |