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
Wells Fargo & Company 7.3M $662M -7% Mar 2024
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Morgan Stanley 6.7M $608M 1% Mar 2024
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FMR 3.8M $346M 8% Mar 2024
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Bank of America Corporation 3.5M $322M -5% Mar 2024
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Goldman Sachs Group 3.4M $311M -1% Mar 2024
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Main Management ETF Advisors 2.8M $220M 8% Dec 2023
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Captrust Financial Advisors 2.5M $230M 13% Mar 2024
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UBS Group 2.2M $197M 4% Mar 2024
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Pnc Financial Services 1.9M $176M 0% Mar 2024
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Envestnet Asset Management 1.6M $143M -2% Mar 2024
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Financial Engines Advisors L.L.C 1.6M $142M -6% Mar 2024
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Ameriprise Financial 1.4M $127M -6% Mar 2024
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LPL Financial 1.2M $107M 22% Mar 2024
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Raymond James & Associates 1.2M $105M 16% Mar 2024
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D.A. Davidson & Co. 983k $90M -1% Mar 2024
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Northern Trust 911k $83M 13% Mar 2024
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Main Management 839k $67M 1% Dec 2023
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Midland Wealth Advisors 830k $76M 3% Mar 2024
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Jpmorgan Chase & Co 819k $75M -4% Mar 2024
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MAI Wealth Advisors 767k $70M 1% Mar 2024
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Northwestern Mutual Wealth Management Company 763k $70M -4% Mar 2024
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Modern Wealth Management 755k $68M 100% Mar 2024
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Commonwealth Equity Services 733k $67M -12% Mar 2024
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Bank of New York Mellon 689k $63M -4% Mar 2024
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Royal Bank of Canada 666k $61M 20% Mar 2024
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Keybank National Association 613k $56M -2% Mar 2024
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Willis Johnson & Associates 608k $55M 1% Mar 2024
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Bank Of Montreal 586k $54M -5% Mar 2024
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Raymond James Financial Services Advisors 522k $48M -3% Mar 2024
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Branch Banking & Trust Company 500k $46M -6% Mar 2024
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Bank Of Oklahoma National Association / 488k $44M -2% Mar 2024
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HighTower Advisors 486k $44M 7% Mar 2024
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Lido Advisors 480k $44M 89% Mar 2024
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Joel Isaacson & Co 480k $44M 2% Mar 2024
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HPM Partners 455k $42M 1% Mar 2024
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Regions Bank 448k $41M -2% Mar 2024
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Cetera Investment Advisers 364k $33M 317% Mar 2024
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Steward Partners Investment Advisory 329k $30M 20% Mar 2024
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Christopher J. Hasenberg 325k $30M 100% Mar 2024
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Mariner Wealth Advisors 323k $30M 21% Mar 2024
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AlTi Global 310k $28M -3% Mar 2024
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Salomon & Ludwin 308k $28M -2% Mar 2024
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Pensionmark Financial Group 301k $28M -24% Mar 2024
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Savant Capital Management 286k $26M -2% Mar 2024
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Advisor Group Holdings 257k $24M -28% Mar 2024
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Rockefeller Capital Management 246k $19M 4% Dec 2023
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Northern Oak Capital Management 241k $22M -13% Mar 2024
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Capital Advisors 237k $22M 1% Mar 2024
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Courier Capital Corp 235k $21M 0% Mar 2024
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Stifel Financial 232k $21M -5% Mar 2024
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SPC Financial 227k $21M 0% Mar 2024
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Jmac Enterprises 222k $20M 7% Mar 2024
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Integrys Wealth Advisors 217k $20M 2% Mar 2024
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Brian McDonald 207k $19M -5% Mar 2024
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Baird Financial 193k $15M 4% Dec 2023
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Kestra Advisory Services 185k $15M 46% Dec 2023
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Cassaday & Co Wealth Management 184k $17M -1% Mar 2024
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Hudson Capital Management 183k $17M -1% Mar 2024
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Duff & Phelps Investment Management 174k $14M 0% Dec 2023
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Creative Planning 165k $15M -8% Mar 2024
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Integrated Wealth Concepts 162k $15M -1% Mar 2024
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Yale Capital Corp. 162k $15M 0% Mar 2024
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Blue Edge Capital 162k $15M 4% Mar 2024
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Sterling Financial Planning 159k $15M 0% Mar 2024
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First Merchants Bank, National Association 153k $14M -17% Mar 2024
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Ifrah Financial Services 152k $14M 0% Mar 2024
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Fifth Third Bancorp 150k $14M -11% Mar 2024
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Us Bancorp 149k $14M 19% Mar 2024
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GHP Investment Advisors 148k $14M -1% Mar 2024
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Cullen Frost Bankers 137k $13M 12% Mar 2024
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Clear Creek Financial Management 121k $11M -27% Mar 2024
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SOA Wealth Advisors 119k $11M -2% Mar 2024
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Etfidea 117k $11M 0% Mar 2024
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Hsbc Holdings 111k $8.8M 0% Dec 2023
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Huntington National Bank 107k $9.7M 4% Mar 2024
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SJA Financial Advisory 106k $9.7M -1% Mar 2024
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Greenup Street Wealth Management 103k $9.4M -15% Mar 2024
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Citigroup 102k $9.3M 8% Mar 2024
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Wintrust Financial Corporation 95k $8.7M 0% Mar 2024
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Callan Family Office 92k $8.3M 0% Mar 2024
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Associated Banc- 91k $8.3M 2% Mar 2024
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Private Advisor 90k $8.2M -2% Mar 2024
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JFS Wealth Advisors 89k $8.1M 22% Mar 2024
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Greenleaf Trust 88k $8.0M -6% Mar 2024
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Cambridge Investment Research Advisors 83k $7.6M -55% Mar 2024
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Mechanics Bank Trust Department / The Mechanics Bank 82k $7.5M 0% Mar 2024
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First Personal Financial Services 82k $7.4M -2% Mar 2024
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Wsfs Capital Management 81k $7.4M -2% Mar 2024
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Goelzer Investment Management 79k $7.2M -2% Mar 2024
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Coldstream Capital Management 78k $6.2M -2% Dec 2023
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JNBA Financial Advisors 78k $7.1M -3% Mar 2024
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First Hawaiian Bank 77k $7.0M -18% Mar 2024
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Colony 76k $7.0M 626% Mar 2024
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CI Private Wealth 76k $6.9M -34% Mar 2024
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Centerpoint Advisors 76k $6.9M -3% Mar 2024
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Oldfather Financial Services 71k $6.5M 2% Mar 2024
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Moneta Group Investment Advisors 71k $5.6M 5% Dec 2023
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First Citizens Financial Corp 70k $5.6M -4% Dec 2023
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Thrivent Financial for Lutherans 68k $6.2M 304% Mar 2024
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Rodgers & Associates 67k $6.1M -7% Mar 2024
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Atria Wealth Solutions 66k $6.0M 4% Mar 2024
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M^T Bank Corporation 65k $5.9M 3% Mar 2024
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Sigma Planning 65k $5.9M 143% Mar 2024
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GW & Wade 63k $5.0M 1% Dec 2023
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Guidance Point Advisors 62k $5.7M 0% Mar 2024
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Sandy Spring Bank 61k $5.6M 30% Mar 2024
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Sunbelt Securities 60k $5.5M 7% Mar 2024
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We Are One Seven 59k $4.7M 100% Dec 2023
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AE Wealth Management 58k $5.3M -39% Mar 2024
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HB Wealth Management 58k $5.3M 5% Mar 2024
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EP Wealth Advisors 56k $4.4M 1% Dec 2023
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners 55k $5.0M -2% Mar 2024
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H D Vest Advisory Services 55k $5.0M -1% Mar 2024
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Envestnet Portfolio Solutions 55k $5.0M -37% Mar 2024
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Becker Capital Management 54k $4.9M 0% Mar 2024
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Perkins Coie Trust 53k $4.8M -1% Mar 2024
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Tritonpoint Wealth 51k $3.7M 4% Mar 2024
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Ashton Thomas Private Wealth 50k $4.6M -2% Mar 2024
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Slow Capital 50k $4.5M 0% Mar 2024
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McAlister, Sweet & Associates 49k $3.9M 9% Dec 2023
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Regency Capital Management 49k $4.4M 0% Mar 2024
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Janney Montgomery Scott 47k $4.3M 0% Mar 2024
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Signature Estate and Investment Advisors 46k $4.2M -16% Mar 2024
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9258 Wealth Management 45k $4.1M -3% Mar 2024
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Cranbrook Wealth Management 45k $4.1M -9% Mar 2024
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Circle Wealth Management 44k $3.5M 0% Dec 2023
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LTG Capital 44k $4.1M -1% Mar 2024
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BKM Wealth Management 44k $4.0M 0% Mar 2024
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Neumann Capital Management 42k $3.9M -1% Mar 2024
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Umb Bank N A 42k $3.8M -3% Mar 2024
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Wealth Enhancement Advisory Services 41k $3.8M 10% Mar 2024
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Perfromance Wealth Partners 41k $3.8M -10% Mar 2024
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Global Retirement Partners 41k $3.7M 22% Mar 2024
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Pathstone Holdings 40k $3.6M 5% Mar 2024
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Pacific Financial Group 39k $3.5M 2% Mar 2024
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Flow Traders US 39k $3.5M 100% Mar 2024
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Financial Advocates Investment Management 38k $3.5M -4% Mar 2024
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Susquehanna International 37k $3.4M -50% Mar 2024
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DDFG 36k $3.3B -45% Mar 2024
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Mercer Global Advisors 35k $3.4M -1% Mar 2024
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Financial Counselors 34k $3.1M 0% Mar 2024
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Trail Ridge Investment Advisors 34k $3.1M 4% Mar 2024
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Embree Financial Group 34k $3.1M 0% Mar 2024
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Smith Shellnut Wilson 34k $3.1M -3% Mar 2024
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Retirement Planning Group 33k $3.0M -1% Mar 2024
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Soltis Investment Advisors 33k $3.0M 5% Mar 2024
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Commerce Bank N A 32k $2.9M -1% Mar 2024
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Segment Wealth Management 32k $2.9M 0% Mar 2024
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Dumont & Blake Investment Advisors 32k $2.9M 0% Mar 2024
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Honkamp Krueger Financial Services 31k $2.9M -13% Mar 2024
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Bessemer 30k $2.4M -7% Dec 2023
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Dorsey Wright & Associates 30k $2.7M -17% Mar 2024
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Fifth Third Securities 29k $2.6M -9% Mar 2024
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Csenge Advisory Group 27k $2.5M -18% Mar 2024
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Sandler Capital Management 23k $2.1M -54% Mar 2024
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Concurrent Investment Advisors 17k $1.5M -88% Mar 2024
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U.S. Capital Wealth Advisors 9.3k $851k -78% Mar 2024
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SRS Capital Advisors 8.8k $695k -97% Dec 2023
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ProVise Management Group 8.1k $736k -77% Mar 2024
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Mutual Advisors 6.3k $573k -88% Mar 2024
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Pinkerton Retirement Specialists 4.9k $443k -99% Mar 2024
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Townsquare Capital 3.9k $360k -90% Mar 2024
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Who sold out of iShares S&P MidCap 400 Growth?

Fund or Company Name Date Sold Shares Held Valued At
USA Financial Portformulas Dec 2023 842k $67M
Financial Network Investment Corporation Sep 2023 207k $15M
Camarda Wealth Advisory Dec 2023 139k $11M
McMahon Financial Advisors Dec 2023 77k $6.1M
Dohj Dec 2023 61k $4.8M
Idaho Trust Bank Dec 2023 46k $3.6M