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 Actions
Wells Fargo & Company 4.9M $496M 2% Dec 2022
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Morgan Stanley 4.5M $455M 100% Dec 2022
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FMR 3.8M $387M 3% Mar 2023
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Bank of America Corporation 2.3M $238M -5% Mar 2023
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UBS Group 2.0M $205M -19% Mar 2023
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Ameriprise Financial 1.9M $198M -10% Mar 2023
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Envestnet Asset Management 1.8M $185M -2% Mar 2023
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Pnc Financial Services 1.4M $138M 28% Dec 2022
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Bank of New York Mellon 875k $90M 9% Mar 2023
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D.A. Davidson & Co. 839k $86M 0% Mar 2023
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Raymond James & Associates 815k $84M -6% Mar 2023
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Financial Engines Advisors L.L.C 815k $84M -3% Mar 2023
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Bryn Mawr Trust 722k $73M 1% Dec 2022
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LPL Financial 704k $72M -25% Mar 2023
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Northern Trust 677k $70M 2% Mar 2023
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Assetmark 666k $69M 304095% Mar 2023
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Evensky & Katz 625k $64M 7% Mar 2023
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Northwestern Mutual Wealth Management Company 595k $60M -12% Dec 2022
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HPM Partners 513k $51M 3% Mar 2023
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Royal Bank of Canada 434k $44M 5% Dec 2022
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Willis Johnson & Associates 395k $41M -1% Mar 2023
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G. W. Henssler & Associates 385k $40M 100% Mar 2023
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Advisor Group Holdings 380k $39M -21% Mar 2023
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Cullen Frost Bankers 377k $39M -3% Mar 2023
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Branch Banking & Trust Company 369k $38M -5% Mar 2023
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Baird Financial 366k $37M 6% Dec 2022
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Bank Of Oklahoma National Association / 353k $36M -3% Mar 2023
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MAI Wealth Advisors 353k $36M -1% Mar 2023
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Jpmorgan Chase & Co 290k $30M 0% Mar 2023
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Lido Advisors 271k $28M 5% Mar 2023
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Smith Anglin Financial 270k $28M 11% Mar 2023
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M^T Bank Corporation 261k $27M -19% Mar 2023
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Rex Capital Advisors 259k $26M -4% Dec 2022
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Pathstone Family Office 254k $26M 10071% Mar 2023
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Creative Planning 252k $25M 60% Dec 2022
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Northern Oak Capital Management 247k $25M -9% Mar 2023
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Commonwealth Equity Services 242k $25M 5% Mar 2023
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Duff & Phelps Investment Management 237k $24M 0% Mar 2023
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Alesco Advisors 236k $24M -7% Mar 2023
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Hanson McClain Advisors 212k $22M -2% Mar 2023
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Keybank National Association 206k $21M 1% Mar 2023
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Pensionmark Financial Group 200k $20M 8514% Dec 2022
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Courier Capital Corp 196k $20M 3% Mar 2023
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Stifel Financial 194k $20M 8% Dec 2022
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Equitable Holdings 185k $19M -24% Mar 2023
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Salomon & Ludwin 183k $19M 0% Mar 2023
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Raymond James Financial Services Advisors 181k $19M -6% Mar 2023
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Financial Network Investment Corporation 175k $18M 178% Dec 2022
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Rockefeller Capital Management 170k $18M 45% Mar 2023
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Flaharty Asset Management 169k $17M 0% Mar 2023
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SPC Financial 167k $17M 5% Mar 2023
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Bank Of Montreal 165k $17M 7% Dec 2022
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First Merchants Bank, National Association 159k $16M -1% Mar 2023
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Mariner Wealth Advisors 158k $16M 26% Dec 2022
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HighTower Advisors 147k $15M -17% Mar 2023
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First Republic Investment Management 137k $14M 33% Mar 2023
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Cambridge Investment Research Advisors 132k $14M -26% Mar 2023
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Lutz Financial Services 131k $14M -1% Mar 2023
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Jmac Enterprises 130k $13M -1% Mar 2023
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Capital Advisors 127k $13M 0% Mar 2023
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Rehmann Capital Advisory 122k $13M 0% Mar 2023
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JSF Financial 119k $12M -1% Mar 2023
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Miracle Mile Advisors 119k $12M 3% Mar 2023
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Sterling Financial Planning 116k $12M 2% Mar 2023
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GHP Investment Advisors 115k $12M 0% Mar 2023
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Yale Capital Corp. 115k $12M 0% Mar 2023
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Sawtooth Asset Management 114k $12M 100% Mar 2023
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Blue Edge Capital 109k $11M -13% Mar 2023
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Ellis Investment Partners 108k $11M 0% Mar 2023
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Kestra Advisory Services 108k $11M 5% Mar 2023
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Steward Partners Investment Advisory 106k $11M 2% Dec 2022
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ETF Portfolio Partners 103k $11M 4% Mar 2023
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Us Bancorp 99k $10M -4% Mar 2023
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Ullmann Financial 98k $10M -1% Mar 2023
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Jones Financial Companies, L.L 95k $9.7M -1% Mar 2023
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Cetera Investment Advisers 94k $9.6M 24% Mar 2023
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Fifth Third Bancorp 93k $9.5M 6% Mar 2023
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Asset Managment 92k $9.2M 1% Dec 2022
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Nations Financial Group 89k $9.1M 0% Mar 2023
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Natixis Asset Management Advisors 84k $8.6M -3% Mar 2023
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Heron Financial Group 78k $8.0M -1% Mar 2023
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First Hawaiian Bank 76k $7.8M -2% Mar 2023
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Mill Creek Capital Advisors 75k $7.6M 100% Dec 2022
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Cassaday & Co Wealth Management 74k $7.6M -22% Mar 2023
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AE Wealth Management 73k $7.5M -14% Mar 2023
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Janney Montgomery Scott 71k $7.3M 14% Mar 2023
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Wintrust Financial Corporation 70k $7.2M 1% Mar 2023
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Mercer Global Advisors 70k $7.2M -13% Mar 2023
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Goldman Sachs Group 67k $6.9M 100% Mar 2023
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Omega Financial Group 66k $6.8M 12% Mar 2023
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Merriman Wealth Management 66k $6.7M -10% Mar 2023
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Pinnacle Family Advisors 64k $6.4M 223% Dec 2022
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Royal Fund Management 64k $6.5M -1% Mar 2023
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Chilton Investment 63k $6.4M 0% Dec 2022
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Private Advisor 63k $6.5M 65% Mar 2023
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Atria Wealth Solutions 61k $6.2M -21% Mar 2023
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Captrust Financial Advisors 61k $6.2M 5% Mar 2023
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Pinkerton Retirement Specialists 60k $6.1M -75% Mar 2023
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LMG Wealth Partners 57k $5.9M 1% Mar 2023
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Asset Dedication 56k $5.7M 8% Mar 2023
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Mml Investors Services 56k $5.7M -4% Mar 2023
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Regions Bank 56k $5.7M -1% Mar 2023
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Greenleaf Trust 54k $5.6M 0% Mar 2023
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CIBC World Markets 52k $5.4M -2% Mar 2023
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Etfidea 52k $5.3M 12% Mar 2023
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Huntington National Bank 52k $5.3M 0% Mar 2023
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Citadel Advisors 51k $5.2M 1179% Mar 2023
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Hudson Capital Management 49k $5.1M -11% Mar 2023
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NorthCrest Asset Manangement 48k $5.0M 100% Mar 2023
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Chas. P. Smith & Associates, PA, CPA's 47k $4.9M -3% Mar 2023
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Greenup Street Wealth Management 47k $4.9M -23% Mar 2023
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First Citizens Financial Corp 47k $4.8M 1% Dec 2022
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Ironwood Wealth Management 47k $4.8M 1% Mar 2023
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Betterment 47k $4.7M -17% Dec 2022
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DDFG 46k $4.7B -2% Mar 2023
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SJA Financial Advisory 46k $4.7M -1% Mar 2023
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Wsfs Capital Management 46k $4.7M -8% Mar 2023
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Campion Asset Management 46k $4.7M 6% Mar 2023
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One Capital Management 45k $4.7M 7% Mar 2023
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Oldfather Financial Services 45k $4.6M 9% Mar 2023
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JNBA Financial Advisors 45k $4.6M -1% Mar 2023
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Pittenger & Anderson 44k $4.6M 0% Mar 2023
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Moneta Group Investment Advisors 44k $4.6M 2705% Mar 2023
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Ifrah Financial Services 44k $4.5M -2% Mar 2023
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Journey Advisory Group 44k $4.5M 100% Mar 2023
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King Wealth Management 42k $4.4M -1% Mar 2023
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Phillips Financial Management 42k $4.3M 0% Mar 2023
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Foundation Wealth Management 42k $4.3M 8% Mar 2023
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Bleakley Financial Group 42k $4.3M -2% Mar 2023
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Goelzer Investment Management 42k $4.3M -10% Mar 2023
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Centerpoint Advisors 41k $4.2M -4% Mar 2023
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First Heartland Consultants 41k $4.2M 31% Mar 2023
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Signature Estate and Investment Advisors 40k $4.1M 9% Mar 2023
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MEMBERS Trust 40k $4.1M -9% Mar 2023
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Associated Banc- 39k $4.0M -6% Mar 2023
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Bank of Stockton Trust & Investment 39k $4.0M 6% Mar 2023
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H D Vest Advisory Services 38k $3.9M 5% Mar 2023
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CFS Investment Advisory Services 38k $3.9M 100% Mar 2023
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Cranbrook Wealth Management 38k $3.9M -2% Mar 2023
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SOL Capital Management 37k $3.8M 4% Mar 2023
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Sierra Capital 37k $3.8M -18% Mar 2023
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GW & Wade 37k $3.8M 4% Mar 2023
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Oxler Private Wealth 36k $3.7M 3% Mar 2023
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Csenge Advisory Group 36k $3.7M 25% Mar 2023
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SNS Financial 35k $3.6M -1% Mar 2023
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Coldstream Capital Management 35k $3.6M 100% Dec 2022
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River Wealth Advisors 35k $3.6M -2% Mar 2023
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Sigma Planning 35k $3.6M -5% Mar 2023
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LTG Capital 34k $3.5M -2% Mar 2023
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EWG Elevate 33k $3.3M 145% Mar 2023
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SRS Capital Advisors 16k $1.7M -93% Mar 2023
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Hrt Financial 16k $1.6M -72% Dec 2022
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First Citizens Bank & Trust 9.3k $956k -79% Mar 2023
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Clear Creek Financial Management 2.7k $280k -98% Mar 2023
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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
Thrivent Financial for Lutherans Dec 2022 179k $18M
Clarus Wealth Advisors Dec 2022 37k $3.9M