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 5.8M $501M 94% Dec 2020
Morgan Stanley 4.4M $382M 120% Dec 2020
FMR 4.0M $349M 92% Dec 2020
Bank of America Corporation 2.1M $178M 101% Dec 2020
UBS Group 1.9M $161M 129% Dec 2020
Financial Engines Advisors L.L.C 1.3M $115M 72% Dec 2020
Envestnet Asset Management 1.2M $105M 127% Dec 2020
Natixis Asset Management Advisors 979k $85M 95% Dec 2020
Pnc Financial Services 820k $71M 89% Dec 2020
Ameriprise Financial 759k $66M 108% Dec 2020
Bryn Mawr Trust 742k $64M 128% Dec 2020

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D.A. Davidson & Co. 692k $60M 159% Dec 2020
People's United Financial 616k $53M 3259% Dec 2020
Evensky & Katz 546k $56M -11% Mar 2021
Raymond James & Associates 541k $47M 105% Dec 2020
Northern Trust 498k $43M 97% Dec 2020
Northwestern Mutual Wealth Management Company 480k $42M 99% Dec 2020
Branch Banking & Trust Company 464k $40M 97% Dec 2020
Palladium Partners,LLC dba Palladium Registered Investment Advisors 421k $36M 115% Dec 2020
LPL Financial 378k $33M 109% Dec 2020
Alesco Advisors 364k $31M 84% Dec 2020
Royal Bank of Canada 353k $31M 113% Dec 2020
Equitable Holdings 353k $30M 86% Dec 2020
Willis Johnson & Associates 350k $30M 100% Dec 2020
Bank Of Oklahoma National Association / 331k $29M 99% Dec 2020
Jpmorgan Chase & Co 324k $28M 92% Dec 2020
Northern Oak Capital Management 296k $26M 108% Dec 2020
Baird Financial 278k $24M 117% Dec 2020
MAI Wealth Advisors 278k $24M 103% Dec 2020
Raymond James Financial Services Advisors 242k $21M 238% Dec 2020
Advisor Group Holdings 239k $21M 94% Dec 2020
Commonwealth Equity Services 239k $21M 64% Dec 2020
Rex Capital Advisors 238k $21M 102% Dec 2020
Bank of New York Mellon 235k $20M 94% Dec 2020
Keybank National Association 231k $20M 135% Dec 2020
Duff & Phelps Investment Management 231k $20M 100% Dec 2020
DuPont Capital Management Corporation 229k $20M 125% Dec 2020
Pensionmark Financial Group 213k $20M 100% Dec 2020
Salomon & Ludwin 197k $17M 88% Dec 2020
SPC Financial 192k $17M 104% Dec 2020
First Merchants Bank, National Association 185k $16M 96% Dec 2020
Flaharty Asset Management 168k $15M 90% Dec 2020
Merriman Wealth Management 148k $13M 84% Dec 2020
Johnson Midwest Financial 146k $15M 100% Mar 2021
Lutz Financial Services 142k $12M 97% Dec 2020
Betterment 133k $11M 48% Dec 2020
Keystone Wealth Partners 132k $11M 100% Dec 2020
Yale Capital Corp. 129k $11M 100% Dec 2020
ETF Portfolio Partners 128k $13M -7% Mar 2021
Courier Capital Corp 124k $13M 0% Mar 2021
Capital Advisors 124k $11M 100% Dec 2020
Private Advisor 117k $10M 95% Dec 2020
GHP Investment Advisors 117k $10M 97% Dec 2020
Lido Advisors 112k $9.7M 71% Dec 2020
Kings Point Capital Management 110k $9.5M 91% Dec 2020
Ellis Investment Partners 108k $9.3M 86% Dec 2020
Jones Financial Companies, L.L 107k $9.2M 80% Dec 2020
Blue Edge Capital 107k $9.2M 133% Dec 2020
EWG Elevate 102k $10M 100% Mar 2021
Rockefeller Capital Management 97k $8.4M 103% Dec 2020
Asset Managment 97k $8.4M 100% Dec 2020
M^T Bank Corporation 97k $8.3M 88% Dec 2020
Sterling Financial Planning 94k $8.1M 100% Dec 2020
First Hawaiian Bank 90k $9.1M -5% Mar 2021
Hudson Capital Management 89k $9.1M 1% Mar 2021
Fifth Third Bancorp 88k $7.6M 90% Dec 2020
Stifel Financial 87k $7.5M 91% Dec 2020
HighTower Advisors 87k $7.5M 652% Dec 2020
First Republic Investment Management 84k $7.2M 109% Dec 2020
Ullmann Financial 78k $8.0M 2% Mar 2021
Brookstone Capital Management 76k $6.6M 100% Dec 2020
Cullen Frost Bankers 76k $6.5M 107% Dec 2020
Mariner Wealth Advisors 75k $6.5M 95% Dec 2020
Wintrust Financial Corporation 73k $6.3M 101% Dec 2020
Us Bancorp 70k $6.0M 85% Dec 2020
Heron Financial Group 67k $6.9M 14% Mar 2021
MEMBERS Trust 64k $5.5M 102% Dec 2020
Creative Planning 63k $5.4M 104% Dec 2020
Cambridge Investment Research Advisors 62k $5.4M -61% Dec 2020
Ferris Capital 62k $5.3M 100% Dec 2020
Stephens 62k $5.3M 99% Dec 2020
Greenleaf Trust 59k $5.1M 97% Dec 2020
Cetera Investment Advisers 58k $5.0M 301% Dec 2020
Goelzer Investment Management 58k $5.0M 91% Dec 2020
Chas. P. Smith & Associates, PA, CPA's 58k $5.0M 89% Dec 2020
MACRO Consulting Group 56k $4.9M 0% Dec 2020
Cranbrook Wealth Management 56k $4.8M 91% Dec 2020
SJA Financial Advisory 56k $4.8M 83% Dec 2020
Thrivent Financial for Lutherans 55k $4.7M 115% Dec 2020
FormulaFolio Investments 55k $4.7M 1655% Dec 2020
Kestra Advisory Services 55k $4.7M 313% Dec 2020
Centerpoint Advisors 50k $4.3M 98% Dec 2020
Financial Network Investment Corporation 48k $4.2M 100% Dec 2020
Regions Bank 48k $4.2M 100% Dec 2020
Nelson, Van Denburg & Campbell Wealth Management 48k $4.1M 51% Dec 2020
Security National Trust 46k $4.0M 118% Dec 2020
Mml Investors Services 46k $4.0M 101% Dec 2020
JNBA Financial Advisors 46k $4.0M 100% Dec 2020
First Citizens Financial Corp 46k $4.7M -2% Mar 2021
Rehmann Capital Advisory 45k $3.9M 80% Dec 2020
Pittenger & Anderson 44k $3.8M 100% Dec 2020
TCF National Bank 44k $3.8M 99% Dec 2020
Phillips Financial Management 43k $3.7M 103% Dec 2020
Omega Financial Group 43k $3.7M 95% Dec 2020
UnionBanCal Corporation 42k $3.7M 98% Dec 2020
Ironwood Wealth Management 42k $3.6M 99% Dec 2020
AE Wealth Management 42k $3.6M 187% Dec 2020
CFS Investment Advisory Services 41k $3.6M 100% Dec 2020
Paracle Advisors 41k $3.5M 99% Dec 2020
River Wealth Advisors 41k $3.5M 94% Dec 2020
Crescent Capital Consulting 40k $5.0M 24% Mar 2021
One Capital Management 40k $3.5M 92% Dec 2020
Asset Dedication 40k $3.5M 97% Dec 2020
SNS Financial 40k $3.5M 100% Dec 2020
Goldman Sachs Group 38k $3.3M 145% Dec 2020
Norway Savings Bank 37k $3.7M -7% Mar 2021
CIBC World Markets 34k $3.0M 111% Dec 2020
Fma Advisory 33k $2.9M 91% Dec 2020
First Trust Advisors 32k $2.8M 146% Dec 2020
Associated Banc- 32k $2.7M 122% Dec 2020
Oldfather Financial Services 31k $3.2M -11% Mar 2021
Mma Asset Management 31k $2.7M 100% Dec 2020
Smith Shellnut Wilson 31k $3.1M -6% Mar 2021
SOL Capital Management 30k $2.6M 101% Dec 2020
Buckingham Asset Management 30k $2.6M 502% Dec 2020
Platte River Wealth Advisors 30k $3.1M -2% Mar 2021
Gofen & Glossberg 28k $2.8M -1% Mar 2021
Bragg Financial Advisors 28k $2.4M 98% Dec 2020
Signature Estate and Investment Advisors 27k $2.8M -7% Mar 2021
Lincoln National 26k $2.3M 73% Dec 2020
Financial Counselors 26k $2.3M 108% Dec 2020
Neumann Capital Management 26k $2.2M 100% Dec 2020
Family Firm 25k $2.3M 104% Dec 2020
Whittier Trust Co. of Nevada 25k $2.2M 76% Dec 2020
Pure Financial Advisors 25k $2.6M -17% Mar 2021
Janney Montgomery Scott 24k $2.1M 114% Dec 2020
Wealth Advisory Solutions 24k $2.1M 100% Dec 2020
Sonata Capital 24k $2.1M 96% Dec 2020
Nikulski Financial 24k $2.0M 64% Dec 2020
Integer Wealth Advisors Group 23k $2.4M 10% Mar 2021
Spotlight Asset Group 23k $2.4M 100% Mar 2021
Allegiant Private Advisors 23k $2.3M 5% Mar 2021
Prosperity Planning 22k $2.3M -2% Mar 2021
Susquehanna International 22k $1.9M -13% Dec 2020
Stokes Family Office 22k $1.9M 112% Dec 2020
Almanack Investment Partners 22k $1.9M 0% Dec 2020
Factorial Partners 21k $1.8M 110% Dec 2020
Nations Financial Group 21k $1.8M 103% Dec 2020
King Wealth Management 21k $1.8M 314% Dec 2020
Hrt Financial 17k $1.5M -54% Dec 2020
Tower Research Capital 3.6k $310k -90% Dec 2020

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

Fund or Company Name Date Sold Shares Held Valued At
Steward Partners Investment Advisory Sep 2020 56k $7.5M
Credit Suisse Sep 2020 25k $3.3M