Who owns iShares S&P MidCap 400 Growth?

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Analyze quarterly positions in iShares S&P MidCap 400 Growth with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares S&P MidCap 400 Growth stock

Who bought or sold iShares S&P MidCap 400 Growth this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 7.3M $668M 100% Jun 2025
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Wells Fargo & Company 6.1M $581M -1% Sep 2025
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FMR 4.0M $382M -3% Sep 2025
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Goldman Sachs Group 2.2M $210M 5% Sep 2025
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UBS Group 2.1M $206M 5% Sep 2025
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Pnc Financial Services 1.9M $187M -1% Sep 2025
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Raymond James Financial 1.8M $176M 0% Sep 2025
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Envestnet Asset Management 1.8M $175M 4% Sep 2025
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LPL Financial 1.5M $139M -7% Sep 2025
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Financial Engines Advisors L.L.C 1.3M $129M -4% Sep 2025
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D.A. Davidson & Co. 1.1M $110M 5% Sep 2025
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Northwestern Mutual Wealth Management Company 1.1M $109M -6% Sep 2025
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Northern Trust 1.1M $106M 1% Sep 2025
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Ameriprise Financial 1.0M $97M -2% Sep 2025
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Jpmorgan Chase & Co 879k $84M 1% Sep 2025
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Bank of New York Mellon 811k $78M -6% Sep 2025
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MAI Wealth Advisors 732k $70M 0% Sep 2025
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Commonwealth Equity Services 647k $62M -19% Sep 2025
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HighTower Advisors 581k $56M 3% Sep 2025
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Keybank National Association 565k $54M -3% Sep 2025
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Willis Johnson & Associates 560k $54M -18% Sep 2025
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Royal Bank of Canada 542k $52M -8% Sep 2025
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Bank Of Montreal 522k $48M 100% Jun 2025
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Joel Isaacson & Co 508k $49M 0% Sep 2025
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HPM Partners 499k $48M -6% Sep 2025
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Midland Wealth Advisors 490k $47M -44% Sep 2025
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Bank Of Oklahoma National Association / 483k $46M -3% Sep 2025
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Bryn Mawr Trust 439k $42M -6% Sep 2025
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Colony 437k $42M 3% Sep 2025
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Branch Banking & Trust Company 407k $39M -3% Sep 2025
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Captrust Financial Advisors 401k $38M -7% Sep 2025
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Jones Financial Companies, L.L 392k $38M 9% Sep 2025
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Moment Partners 370k $36M -1% Sep 2025
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Mariner Wealth Advisors 329k $32M 3% Sep 2025
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Steward Partners Investment Advisory 304k $29M -8% Sep 2025
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Courier Capital Corp 281k $27M 1% Sep 2025
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Lido Advisors 275k $26M 5% Sep 2025
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Savant Capital Management 263k $25M -1% Sep 2025
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Rockefeller Capital Management 252k $24M 0% Sep 2025
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Baird Financial 249k $24M 15% Sep 2025
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Integrys Wealth Advisors 244k $22M -19% Sep 2025
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Union Bankshares 228k $22M 0% Sep 2025
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SPC Financial 225k $22M 0% Sep 2025
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Strategic Investment Advisors / MI 218k $29k 100% Sep 2025
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Capital Advisors 215k $21M 0% Sep 2025
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Cassaday & Co Wealth Management 207k $20M -1% Sep 2025
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Stifel Financial 206k $20M -2% Sep 2025
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Cetera Investment Advisers 205k $20M 13% Sep 2025
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Hudson Capital Management 188k $18M 2% Sep 2025
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Creative Planning 187k $18M -1% Sep 2025
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Salomon & Ludwin 185k $18M -2% Sep 2025
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Equitable Holdings 184k $18M 23% Sep 2025
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Sterling Financial Planning 180k $17M 1% Sep 2025
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Kestra Advisory Services 173k $17M 0% Sep 2025
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Brian McDonald 164k $16M -2% Sep 2025
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Integrated Wealth Concepts 161k $15M 0% Sep 2025
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Yale Capital Corp. 160k $15M 0% Sep 2025
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Northern Oak Capital Management 158k $15M -5% Sep 2025
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Argent Trust 151k $15M 5% Sep 2025
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Advisor Group Holdings 146k $14M -1% Sep 2025
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Ifrah Financial Services 143k $14M 0% Sep 2025
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Cullen Frost Bankers 143k $14M -2% Sep 2025
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Warren Averett Asset Management 142k $14M -1% Sep 2025
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GHP Investment Advisors 142k $14M -1% Sep 2025
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Fifth Third Bancorp 139k $13M 2% Sep 2025
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First Merchants Bank, National Association 139k $13M -3% Sep 2025
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Moneta Group Investment Advisors 126k $12M 2% Sep 2025
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Us Bancorp 112k $11M -2% Sep 2025
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AlTi Global 109k $11M -29% Sep 2025
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Huntington National Bank 101k $9.7M -3% Sep 2025
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David J.Sculati 100k $9.6M 1% Sep 2025
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Blue Edge Capital 100k $9.6M 0% Sep 2025
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JFS Wealth Advisors 95k $9.1M 3% Sep 2025
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SJA Financial Advisory 94k $9.0M -4% Sep 2025
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Ashton Thomas Private Wealth 90k $8.6M -3% Sep 2025
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Mill Creek Capital Advisors 88k $8.4M 0% Sep 2025
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Associated Banc- 88k $8.4M -2% Sep 2025
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SOA Wealth Advisors 85k $8.1M -14% Sep 2025
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Wsfs Capital Management 85k $8.1M 0% Sep 2025
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Vista Private Wealth Partners 82k $7.4M 0% Sep 2025
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Cambridge Investment Research Advisors 82k $7.8M -22% Sep 2025
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Intl Fcstone 79k $7.6M 0% Sep 2025
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Rodgers & Associates 78k $7.5M -5% Sep 2025
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Callan Family Office 78k $7.5M -8% Sep 2025
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Oldfather Financial Services 78k $7.5M 5% Sep 2025
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Greenleaf Trust 77k $7.3M -1% Sep 2025
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Heritage Trust 76k $7.3M 0% Sep 2025
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Private Advisor 76k $7.2M -4% Sep 2025
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DDFG 75k $7.2B 24% Sep 2025
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First Citizens Financial Corp 75k $7.1M 2% Sep 2025
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Mechanics Bank Trust Department / The Mechanics Bank 73k $7.0M -1% Sep 2025
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JNBA Financial Advisors 70k $6.7M -3% Sep 2025
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H D Vest Advisory Services 67k $6.1M -23% Jun 2025
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HB Wealth Management 67k $6.4M 4% Sep 2025
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Goelzer Investment Management 66k $6.4M -3% Sep 2025
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Centerpoint Advisors 64k $6.1M 0% Sep 2025
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Independence Financial Advisors 64k $6.1M 5% Sep 2025
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Idaho Trust Bank 63k $6.0M 21% Sep 2025
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Pensionmark Financial Group 62k $5.9M -87% Sep 2025
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InvesTrust 60k $5.8M 0% Sep 2025
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Guidance Point Advisors 60k $5.7M -4% Sep 2025
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Sunbelt Securities 59k $5.7M 4% Sep 2025
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Asset Managment 57k $5.5M -1% Sep 2025
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EP Wealth Advisors 56k $5.1M 1% Jun 2025
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Citizens Financial Group 54k $5.2M -2% Sep 2025
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CI Private Wealth 54k $5.2M 8% Sep 2025
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Farther Finance Advisors 53k $5.1M 4% Sep 2025
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Wealth Enhancement Advisory Services 51k $4.9M 0% Sep 2025
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Coldstream Capital Management 50k $4.8M -8% Sep 2025
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Bnp Paribas Arbitrage, Snc 50k $4.8M 1250000% Sep 2025
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Becker Capital Management 50k $4.8M 0% Sep 2025
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners 49k $4.7M -3% Sep 2025
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Tritonpoint Wealth 48k $4.6M -6% Sep 2025
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Janney Montgomery Scott 48k $4.6M -1% Sep 2025
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M^T Bank Corporation 47k $4.5M -24% Sep 2025
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Brightwater Advisory 46k $4.4M -2% Sep 2025
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Sontag Advisory 46k $4.4M -2% Sep 2025
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Neumann Capital Management 45k $4.3M 3% Sep 2025
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Perkins Coie Trust 45k $4.3M -1% Sep 2025
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Circle Wealth Management 44k $4.2M 0% Sep 2025
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Fifth Third Wealth Advisors 44k $4.2M -9% Sep 2025
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Envestnet Portfolio Solutions 43k $4.2M 1% Sep 2025
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BKM Wealth Management 43k $4.2M -1% Sep 2025
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Weinberger Asset Management 43k $4.1M -5% Sep 2025
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Jmac Enterprises 42k $4.0M 0% Sep 2025
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Soltis Investment Advisors 42k $4.0M 6% Sep 2025
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Mercer Global Advisors 41k $3.9M 10% Sep 2025
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Umb Bank N A 39k $3.8M -4% Sep 2025
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Mml Investors Services 39k $3.7M -10% Sep 2025
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Lee-Kelleher Wealth Management 39k $3.7M 0% Sep 2025
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Cranbrook Wealth Management 39k $3.7M -6% Sep 2025
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Global Retirement Partners 38k $3.7M -1% Sep 2025
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LTG Capital 38k $3.6M -1% Sep 2025
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Transcendent Capital Group 38k $3.6M -14% Sep 2025
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Pathstone Holdings 38k $3.6M 9% Sep 2025
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CFS Investment Advisory Services 38k $3.7M 0% Sep 2025
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Trail Ridge Investment Advisors 37k $3.6M 2% Sep 2025
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M1 Capital Management 37k $3.5M -6% Sep 2025
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First Hawaiian Bank 37k $3.5M -3% Sep 2025
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Midwest Trust 36k $3.5M -2% Sep 2025
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Hartland & Co 36k $3.4M -3% Sep 2025
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Maltin Wealth Management 35k $3.3M 2% Sep 2025
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Signature Estate and Investment Advisors 34k $3.3M 2% Sep 2025
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SOL Capital Management 34k $3.3M 22% Sep 2025
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Fifth Third Securities 34k $3.2M 17% Sep 2025
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Natixis Asset Management Advisors 34k $3.2M 4% Sep 2025
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Kovitz Investment Group Partners 34k $3.2M -5% Sep 2025
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Ironwood Wealth Management 34k $3.2M 9% Sep 2025
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Triangle Securities Wealth Management 33k $3.2M 0% Sep 2025
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CWM 33k $3.1M -1% Sep 2025
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Sigma Planning 31k $3.0M -6% Sep 2025
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Susquehanna International 30k $2.9M -54% Sep 2025
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Main Management 30k $2.8M -11% Sep 2025
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Atria Investments 16k $1.5M -55% Sep 2025
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Level Four Advisory Services 15k $1.4M -65% Sep 2025
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Greenup Street Wealth Management 6.2k $598k -94% Sep 2025
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Net Worth Advisory Group 5.4k $514k -87% Sep 2025
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Who sold out of iShares S&P MidCap 400 Growth?

Fund or Company Name Date Sold Shares Held Valued At
Regions Bank Jun 2025 468k $43M
SRS Capital Advisors Jun 2025 208k $19M
Hsbc Holdings Jun 2025 107k $9.8M
Atria Wealth Solutions Mar 2025 66k $5.5M