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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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 | $416M | -2% | Sep 2023 |
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Wells Fargo & Company | 3.8M | $435M | -5% | Dec 2023 |
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FMR | 3.3M | $338M | -4% | Sep 2023 |
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Bank of America Corporation | 2.2M | $253M | -2% | Dec 2023 |
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UBS Group | 2.0M | $224M | 3% | Dec 2023 |
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Envestnet Asset Management | 1.7M | $173M | -9% | Sep 2023 |
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Pnc Financial Services | 1.3M | $148M | -5% | Dec 2023 |
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Ameriprise Financial | 1.1M | $115M | -3% | Sep 2023 |
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D.A. Davidson & Co. | 857k | $98M | -2% | Dec 2023 |
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LPL Financial | 854k | $86M | 45% | Sep 2023 |
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Financial Engines Advisors L.L.C | 798k | $81M | -2% | Sep 2023 |
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Raymond James & Associates | 706k | $81M | 1% | Dec 2023 |
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Northern Trust | 663k | $67M | -1% | Sep 2023 |
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Evensky & Katz | 598k | $68M | 3% | Dec 2023 |
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Northwestern Mutual Wealth Management Company | 591k | $60M | -1% | Sep 2023 |
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Bank of New York Mellon | 585k | $67M | -21% | Dec 2023 |
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Cullen Frost Bankers | 572k | $65M | 17% | Dec 2023 |
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Midland Wealth Advisors | 564k | $64M | 100% | Dec 2023 |
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Royal Bank of Canada | 479k | $55M | 2% | Dec 2023 |
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Bryn Mawr Trust | 433k | $44M | -7% | Sep 2023 |
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Willis Johnson & Associates | 408k | $47M | 3% | Dec 2023 |
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G. W. Henssler & Associates | 400k | $46M | -1% | Dec 2023 |
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Jpmorgan Chase & Co | 391k | $45M | 29% | Dec 2023 |
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Baird Financial | 364k | $42M | 2% | Dec 2023 |
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MAI Wealth Advisors | 350k | $40M | -1% | Dec 2023 |
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Bank Of Oklahoma National Association / | 334k | $38M | 0% | Dec 2023 |
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Branch Banking & Trust Company | 309k | $35M | -5% | Dec 2023 |
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Commonwealth Equity Services | 284k | $32M | 9% | Dec 2023 |
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Creative Planning | 270k | $31M | -2% | Dec 2023 |
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HighTower Advisors | 261k | $30M | 33% | Dec 2023 |
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Pathstone Family Office | 256k | $26M | 1% | Sep 2023 |
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Pathstone Holdings | 254k | $29M | 100% | Dec 2023 |
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Duff & Phelps Investment Management | 241k | $28M | 1% | Dec 2023 |
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HPM Partners | 237k | $27M | -2% | Dec 2023 |
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Courier Capital Corp | 214k | $24M | 2% | Dec 2023 |
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Rockefeller Capital Management | 205k | $23M | 4% | Dec 2023 |
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Northern Oak Capital Management | 204k | $23M | -6% | Dec 2023 |
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Advisor Group Holdings | 192k | $22M | -32% | Dec 2023 |
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Bank Of Montreal | 190k | $22M | 9% | Dec 2023 |
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Equitable Holdings | 187k | $19M | 1% | Sep 2023 |
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Keybank National Association | 185k | $19M | -3% | Sep 2023 |
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SRS Capital Advisors | 185k | $21M | -2% | Dec 2023 |
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Salomon & Ludwin | 183k | $18M | 0% | Dec 2023 |
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Lido Advisors | 172k | $20M | 1% | Dec 2023 |
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Mariner Wealth Advisors | 169k | $19M | 2% | Dec 2023 |
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SPC Financial | 164k | $19M | -2% | Dec 2023 |
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Raymond James Financial Services Advisors | 158k | $18M | 6% | Dec 2023 |
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Key Bridge Compliance | 157k | $16M | 100% | Sep 2023 |
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Wealth Advisory Solutions | 155k | $18M | -50% | Dec 2023 |
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First Merchants Bank, National Association | 148k | $17M | -2% | Dec 2023 |
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Rehmann Capital Advisory | 141k | $14M | 11% | Sep 2023 |
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Jmac Enterprises | 139k | $16M | 2% | Dec 2023 |
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Stifel Financial | 134k | $15M | -3% | Dec 2023 |
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Brian McDonald | 133k | $14M | 100% | Sep 2023 |
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Capital Advisors | 128k | $15M | 1% | Dec 2023 |
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Sterling Financial Planning | 128k | $15M | 2% | Dec 2023 |
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Lutz Financial Services | 128k | $15M | -1% | Dec 2023 |
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M^T Bank Corporation | 118k | $13M | -15% | Dec 2023 |
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Yale Capital Corp. | 115k | $12M | 0% | Sep 2023 |
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GHP Investment Advisors | 112k | $13M | -2% | Dec 2023 |
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First Republic Investment Management | 111k | $11M | -11% | Sep 2023 |
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Ellis Investment Partners | 111k | $13M | 1% | Dec 2023 |
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Wealth Enhancement Advisory Services | 109k | $12M | 10% | Dec 2023 |
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Blue Edge Capital | 108k | $12M | 1% | Dec 2023 |
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Cambridge Investment Research Advisors | 105k | $12M | -1% | Dec 2023 |
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ETF Portfolio Partners | 105k | $12M | 1% | Dec 2023 |
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Kestra Advisory Services | 100k | $11M | 23% | Dec 2023 |
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Steward Partners Investment Advisory | 100k | $11M | -4% | Dec 2023 |
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Jones Financial Companies, L.L | 98k | $9.9M | 2% | Sep 2023 |
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Envestnet Portfolio Solutions | 96k | $11M | 100% | Dec 2023 |
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First Heartland Consultants | 92k | $11M | 16% | Dec 2023 |
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Flaharty Asset Management | 90k | $10M | 0% | Dec 2023 |
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Asset Managment | 90k | $9.1M | 0% | Sep 2023 |
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Alesco Advisors | 90k | $10M | -61% | Dec 2023 |
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Cassaday & Co Wealth Management | 88k | $10M | 27% | Dec 2023 |
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Nations Financial Group | 84k | $9.6M | -8% | Dec 2023 |
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Us Bancorp | 82k | $9.4M | -11% | Dec 2023 |
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Fifth Third Bancorp | 82k | $9.4M | -8% | Dec 2023 |
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Sontag Advisory | 82k | $9.3M | -2% | Dec 2023 |
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Natixis Asset Management Advisors | 76k | $8.7M | -4% | Dec 2023 |
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Betterment | 75k | $8.6M | 13% | Dec 2023 |
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Atria Wealth Solutions | 75k | $8.6M | 2% | Dec 2023 |
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Greenup Street Wealth Management | 72k | $8.3M | 4% | Dec 2023 |
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Mill Creek Capital Advisors | 72k | $7.3M | -4% | Sep 2023 |
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CI Private Wealth | 72k | $8.2M | 104% | Dec 2023 |
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Cetera Investment Advisers | 71k | $7.2M | -4% | Sep 2023 |
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Wintrust Financial Corporation | 71k | $8.1M | -2% | Dec 2023 |
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First Hawaiian Bank | 70k | $8.0M | -1% | Dec 2023 |
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Ullmann Financial | 68k | $7.8M | -14% | Dec 2023 |
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Omega Financial Group | 67k | $7.6M | 8% | Dec 2023 |
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Mercer Global Advisors | 64k | $7.3M | -4% | Dec 2023 |
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Chilton Investment | 63k | $7.2M | 0% | Dec 2023 |
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Mml Investors Services | 62k | $6.3M | -10% | Sep 2023 |
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Merriman Wealth Management | 62k | $6.3M | -2% | Sep 2023 |
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Greenleaf Trust | 62k | $7.0M | 16% | Dec 2023 |
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Captrust Financial Advisors | 61k | $7.0M | 11% | Dec 2023 |
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Moneta Group Investment Advisors | 60k | $6.9M | 2% | Dec 2023 |
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One Capital Management | 59k | $6.7M | 12% | Dec 2023 |
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Financial Network Investment Corporation | 59k | $5.9M | -16% | Sep 2023 |
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LMG Wealth Partners | 58k | $6.6M | 0% | Dec 2023 |
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Associated Banc- | 56k | $6.4M | 26% | Dec 2023 |
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Asset Dedication | 56k | $6.4M | -1% | Dec 2023 |
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Prospera Financial Services | 56k | $6.3M | 238% | Dec 2023 |
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Regions Bank | 55k | $6.3M | -4% | Dec 2023 |
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Etfidea | 55k | $6.3M | 8% | Dec 2023 |
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IFP Advisors | 54k | $6.1M | 1784% | Dec 2023 |
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Wsfs Capital Management | 54k | $6.1M | -10% | Dec 2023 |
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CIBC World Markets | 53k | $5.4M | 0% | Sep 2023 |
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Oldfather Financial Services | 51k | $5.8M | 3% | Dec 2023 |
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Becker Capital Management | 49k | $5.6M | 0% | Dec 2023 |
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First Citizens Financial Corp | 49k | $5.5M | -4% | Dec 2023 |
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Hudson Capital Management | 47k | $5.3M | 0% | Dec 2023 |
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SJA Financial Advisory | 47k | $5.3M | 2% | Dec 2023 |
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Ironwood Wealth Management | 47k | $5.3M | -1% | Dec 2023 |
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Lincoln National | 46k | $5.2M | 100% | Dec 2023 |
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DDFG | 45k | $4.6B | -2% | Sep 2023 |
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NorthCrest Asset Manangement | 45k | $5.1M | -5% | Dec 2023 |
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Pittenger & Anderson | 44k | $5.1M | 0% | Dec 2023 |
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Foundation Wealth Management | 43k | $5.0M | 2% | Dec 2023 |
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Ifrah Financial Services | 43k | $4.9M | -2% | Dec 2023 |
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Campion Asset Management | 43k | $4.9M | -6% | Dec 2023 |
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Susquehanna International | 43k | $4.3M | 6% | Sep 2023 |
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Journey Advisory Group | 43k | $4.9M | 2% | Dec 2023 |
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JNBA Financial Advisors | 43k | $4.9M | -3% | Dec 2023 |
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Chas. P. Smith & Associates, PA, CPA's | 42k | $4.8M | -4% | Dec 2023 |
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GUNN & Co INVESTMENT MANAGEMENT | 42k | $4.8M | 100% | Dec 2023 |
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Janney Montgomery Scott | 41k | $4.7M | -33% | Dec 2023 |
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Private Advisor | 41k | $4.7M | 0% | Dec 2023 |
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GW & Wade | 41k | $4.7M | 5% | Dec 2023 |
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Huntington National Bank | 41k | $4.6M | -5% | Dec 2023 |
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Idaho Trust Bank | 41k | $4.6M | 38% | Dec 2023 |
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BKM Wealth Management | 39k | $4.5M | 100% | Dec 2023 |
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Signature Estate and Investment Advisors | 39k | $4.5M | -4% | Dec 2023 |
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King Wealth Management | 39k | $4.5M | -2% | Dec 2023 |
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Centerpoint Advisors | 39k | $4.4M | -2% | Dec 2023 |
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Goelzer Investment Management | 38k | $4.3M | -3% | Dec 2023 |
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Bank of Stockton Trust & Investment | 37k | $4.1M | -4% | Dec 2023 |
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Sierra Capital | 37k | $4.2M | 1% | Dec 2023 |
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CFS Investment Advisory Services | 36k | $3.6M | -4% | Sep 2023 |
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Bleakley Financial Group | 35k | $3.9M | -1% | Dec 2023 |
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Sawtooth Asset Management | 35k | $3.9M | -1% | Dec 2023 |
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SOL Capital Management | 34k | $3.9M | -10% | Dec 2023 |
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SNS Financial | 34k | $3.8M | -3% | Dec 2023 |
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Coldstream Capital Management | 34k | $3.8M | -6% | Dec 2023 |
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River Wealth Advisors | 33k | $3.4M | -3% | Sep 2023 |
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Cozad Asset Management | 33k | $3.8M | 3% | Dec 2023 |
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Cranbrook Wealth Management | 33k | $3.8M | -4% | Dec 2023 |
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LTG Capital | 33k | $3.8M | -2% | Dec 2023 |
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Citadel Advisors | 32k | $3.6M | 251% | Dec 2023 |
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Glass Jacobson Investment Advisors | 31k | $3.5M | 3% | Dec 2023 |
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MEMBERS Trust | 30k | $3.5M | -6% | Dec 2023 |
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Vance Wealth | 27k | $3.1M | -18% | Dec 2023 |
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Pensionmark Financial Group | 24k | $2.7M | -87% | Dec 2023 |
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Smith Anglin Financial | 13k | $1.4M | -95% | Dec 2023 |
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JSF Financial | 4.4k | $447k | -96% | Sep 2023 |
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Cosner Financial Group | 2.2k | $249k | -96% | Dec 2023 |
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