Who owns iShares S&P MidCap 400 Value Index?

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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 5.0M $469M -8% Jun 2022
Morgan Stanley 4.6M $504M 100% Mar 2022
FMR 4.0M $374M 3% Jun 2022
Bank of America Corporation 2.5M $231M 100% Jun 2022
UBS Group 2.4M $222M -1% Jun 2022
Ameriprise Financial 1.7M $182M 72% Mar 2022
Envestnet Asset Management 1.5M $144M 10% Jun 2022
Hamilton Capital Management 1.3M $119M 3% Jun 2022
Pnc Financial Services 1.0M $97M 11% Jun 2022
LPL Financial 894k $84M 0% Jun 2022
Raymond James & Associates 887k $84M 2% Jun 2022

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Financial Engines Advisors L.L.C 873k $82M -2% Jun 2022
People's United Financial 804k $88M 4% Mar 2022
Barber Financial 783k $74M 10% Jun 2022
D.A. Davidson & Co. 762k $72M 2% Jun 2022
Bryn Mawr Trust 715k $68M -18% Jun 2022
Northwestern Mutual Wealth Management Company 707k $67M 3% Jun 2022
M^T Bank Corporation 662k $63M 984% Jun 2022
Northern Trust 584k $55M 5% Jun 2022
Evensky & Katz 553k $52M 1% Jun 2022
Cambridge Investment Research Advisors 517k $49M 32% Jun 2022
HPM Partners 465k $44M 9922% Jun 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
Branch Banking & Trust Company 395k $37M -6% Jun 2022
Willis Johnson & Associates 386k $37M 3% Jun 2022
Bank Of Oklahoma National Association / 383k $36M 1% Jun 2022
Advisor Group Holdings 347k $33M -8% Jun 2022
Baird Financial 346k $33M 2% Jun 2022
Equitable Holdings 323k $36M 0% Mar 2022
Jpmorgan Chase & Co 320k $31M -6% Jun 2022
Alesco Advisors 319k $35M 0% Mar 2022
MAI Wealth Advisors 302k $29M 2% Jun 2022
Northern Oak Capital Management 290k $27M 2% Jun 2022
Rex Capital Advisors 262k $25M 1% Jun 2022
Hanson McClain Advisors 237k $22M -44% Jun 2022
Duff & Phelps Investment Management 235k $22M 0% Jun 2022
Pinkerton Retirement Specialists 216k $20M 8% Jun 2022
Commonwealth Equity Services 215k $20M -4% Jun 2022
Keybank National Association 209k $20M -1% Jun 2022
Creative Planning 207k $20M 247% Jun 2022
Cullen Frost Bankers 205k $19M 14% Jun 2022
Raymond James Financial Services Advisors 202k $19M 31% Jun 2022
Stifel Financial 191k $21M 2% Mar 2022
Keystone Wealth Partners 187k $21M 8% Mar 2022
Salomon & Ludwin 183k $17M -2% Jun 2022
Smith Anglin Financial 176k $17M 3% Jun 2022
First Merchants Bank, National Association 168k $16M -2% Jun 2022
Flaharty Asset Management 165k $16M -7% Jun 2022
Johnson Midwest Financial 164k $16M 12% Jun 2022
SPC Financial 159k $15M -1% Jun 2022
Bank Of Montreal 150k $15M 8% Jun 2022
Jmac Enterprises 146k $14M 0% Jun 2022
Lido Advisors 143k $16M 1% Mar 2022
Rehmann Capital Advisory 143k $14M 2% Jun 2022
HighTower Advisors 142k $13M 0% Jun 2022
Lutz Financial Services 134k $13M 0% Jun 2022
Capital Advisors 126k $12M -2% Jun 2022
Mariner Wealth Advisors 123k $14M 3% Mar 2022
Courier Capital Corp 123k $12M 1% Jun 2022
Clear Creek Financial Management 123k $12M 2569% Jun 2022
Blue Edge Capital 121k $11M 4% Jun 2022
Yale Capital Corp. 116k $11M 0% Jun 2022
GHP Investment Advisors 115k $11M 1% Jun 2022
EWG Elevate 115k $11M 2206% Jun 2022
First Republic Investment Management 108k $10M 9% Jun 2022
Ellis Investment Partners 107k $10M 0% Jun 2022
Jones Financial Companies, L.L 102k $9.8M -1% Jun 2022
Sterling Financial Planning 101k $9.5M 4% Jun 2022
Steward Partners Investment Advisory 101k $9.5M 0% Jun 2022
Rockefeller Capital Management 99k $0 -2% Jun 2022
ETF Portfolio Partners 97k $9.2M -2% Jun 2022
Ullmann Financial 95k $8.9M -3% Jun 2022
Financial Network Investment Corporation 94k $8.9M 64% Jun 2022
Asset Managment 92k $10M 0% Mar 2022
JSF Financial 90k $8.5M -15% Jun 2022
Kings Point Capital Management 89k $9.7M -1% Mar 2022
Merriman Wealth Management 88k $8.3M -60% Jun 2022
Fifth Third Bancorp 88k $8.3M 0% Jun 2022
Kestra Advisory Services 85k $8.0M -20% Jun 2022
Natixis Asset Management Advisors 84k $7.9M -88% Jun 2022
Nations Financial Group 84k $9.2M -9% Mar 2022
Greenup Street Wealth Management 84k $7.9M 119% Jun 2022
First Hawaiian Bank 81k $7.6M -1% Jun 2022
Private Advisor 80k $7.6M -27% Jun 2022
Mercer Global Advisors 80k $7.5M -5% Jun 2022
Heron Financial Group 78k $7.3M 4% Jun 2022
Holland Advisory Services 77k $7.3M -4% Jun 2022
Us Bancorp 71k $6.7M 4% Jun 2022
Wintrust Financial Corporation 70k $6.6M 0% Jun 2022
Pinnacle Family Advisors 66k $7.2M 429% Mar 2022
Hudson Capital Management 65k $6.1M -5% Jun 2022
Omega Financial Group 64k $6.0M 0% Jun 2022
Chilton Investment 63k $6.0M 0% Jun 2022
Mml Investors Services 62k $5.8M -1% Jun 2022
Captrust Financial Advisors 60k $5.6M 80% Jun 2022
Cetera Investment Advisers 59k $5.6M -39% Jun 2022
Susquehanna International 58k $6.3M 59% Mar 2022
Goelzer Investment Management 57k $5.3M 0% Jun 2022
Betterment 56k $5.3M 36% Jun 2022
Royal Fund Management 55k $5.2M 100% Jun 2022
Regions Bank 55k $5.1M -1% Jun 2022
MEMBERS Trust 54k $5.1M -7% Jun 2022
Greenleaf Trust 54k $5.1M 1% Jun 2022
Chas. P. Smith & Associates, PA, CPA's 53k $5.0M -2% Jun 2022
Great Diamond Partners 53k $5.0M 1% Jun 2022
Brookstone Capital Management 53k $5.1M -78% Jun 2022
Janney Montgomery Scott 52k $4.9M 80% Jun 2022
Huntington National Bank 51k $4.8M -15% Jun 2022
Karp Capital Management 51k $4.8M -59% Jun 2022
Robertson Stephens Wealth Management 50k $4.7M 235% Jun 2022
NorthCrest Asset Manangement 49k $4.6M 100% Jun 2022
Ferris Capital 49k $5.3M 0% Mar 2022
First Citizens Financial Corp 47k $4.4M 3% Jun 2022
Ironwood Wealth Management 47k $4.4M 1% Jun 2022
Ifrah Financial Services 46k $4.4M -2% Jun 2022
Cranbrook Wealth Management 46k $4.3M 0% Jun 2022
Centerpoint Advisors 46k $4.3M -2% Jun 2022
SJA Financial Advisory 46k $4.3M 0% Jun 2022
CIBC World Markets 46k $4.3M 9% Jun 2022
JNBA Financial Advisors 45k $4.2M -1% Jun 2022
Pittenger & Anderson 44k $4.2M 0% Jun 2022
Phillips Financial Management 44k $4.2M -3% Jun 2022
Benjamin F. Edwards & Company 44k $4.1M 3988% Jun 2022
King Wealth Management 43k $4.0M 3% Jun 2022
Jane Street 43k $4.0M 43% Jun 2022
CFS Investment Advisory Services 42k $4.0M -99% Jun 2022
Wealth Advisory Solutions 42k $4.0M 11% Jun 2022
AE Wealth Management 42k $3.9M 7% Jun 2022
Soltis Investment Advisors 40k $3.8M -21% Jun 2022
Coldstream Capital Management 39k $3.7M 3% Jun 2022
River Wealth Advisors 38k $3.6M -1% Jun 2022
Oldfather Financial Services 37k $3.7M 3% Jun 2022
Csenge Advisory Group 37k $3.5M -4% Jun 2022
LTG Capital 36k $3.4M -2% Jun 2022
Campion Asset Management 36k $3.4M 7% Jun 2022
Oxler Private Wealth 35k $3.3M 22% Jun 2022
SNS Financial 35k $3.3M -2% Jun 2022
Hancock Whitney Investment Services 35k $3.3M 0% Jun 2022
SOL Capital Management 34k $3.2M 2% Jun 2022
Bank of Stockton Trust & Investment 34k $3.2M 79% Jun 2022
UnionBanCal Corporation 33k $3.1M 0% Jun 2022
Associated Banc- 32k $3.0M 0% Jun 2022
Nauset Wealth Management 31k $3.4M 100% Mar 2022
Signature Estate and Investment Advisors 31k $2.9M 4% Jun 2022
Factorial Partners 31k $2.9M 3% Jun 2022
Hrt Financial 30k $2.8M -51% Jun 2022
Patriot Financial Group Insurance Agency 30k $2.8M 9% Jun 2022
First Trust Advisors 30k $2.8M 3% Jun 2022
First Command Financial Services 22k $2.1M -26% Jun 2022
First Command Bank 22k $2.1M -26% Jun 2022
Windsor Group 20k $1.8M -48% Jun 2022
Accredited Investors 16k $1.5M -96% Jun 2022
Stephens 7.7k $728k -83% Jun 2022
Pensionmark Financial Group 2.6k $269k -99% Jun 2022
Ascension Capital Advisors 2.6k $280k -97% Mar 2022
SRS Capital Advisors 881.00 $83k -100% Jun 2022

Who sold out of iShares S&P MidCap 400 Value Index?

Fund or Company Name Date Sold Shares Held Valued At
HNP Capital Mar 2022 122k $13M
Aries Wealth Management Mar 2022 64k $7.0M
Scotia Capital Mar 2022 58k $6.3M
Asset Dedication Mar 2022 40k $4.4M