Who owns iShares S&P MidCap 400 Value Index?
- Ticker: IJJ
- CUSIP Number: 464287705
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| Morgan Stanley | 4.0M | $479M | -2% | Mar 2024 |
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| Wells Fargo & Company | 3.8M | $449M | 0% | Mar 2024 |
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| FMR | 3.3M | $395M | 0% | Mar 2024 |
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| Bank of America Corporation | 2.5M | $293M | 12% | Mar 2024 |
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| UBS Group | 1.9M | $229M | -1% | Mar 2024 |
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| Envestnet Asset Management | 1.7M | $204M | 1% | Mar 2024 |
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| Pnc Financial Services | 1.3M | $154M | 0% | Mar 2024 |
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| Ameriprise Financial | 928k | $110M | -19% | Mar 2024 |
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| D.A. Davidson & Co. | 857k | $101M | 0% | Mar 2024 |
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| Financial Engines Advisors L.L.C | 779k | $92M | -2% | Mar 2024 |
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| Raymond James & Associates | 693k | $82M | -2% | Mar 2024 |
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| Cullen Frost Bankers | 691k | $82M | 21% | Mar 2024 |
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| Northern Trust | 671k | $79M | 1% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 622k | $74M | 5% | Mar 2024 |
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| Evensky & Katz | 606k | $72M | 1% | Mar 2024 |
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| LPL Financial | 588k | $70M | -31% | Mar 2024 |
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| Midland Wealth Advisors | 577k | $68M | 2% | Mar 2024 |
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| Bank of New York Mellon | 503k | $60M | -14% | Mar 2024 |
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| Royal Bank of Canada | 501k | $59M | 5% | Mar 2024 |
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| Commonwealth Equity Services | 427k | $51M | 50% | Mar 2024 |
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| G. W. Henssler & Associates | 419k | $50M | 5% | Mar 2024 |
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| Willis Johnson & Associates | 415k | $49M | 2% | Mar 2024 |
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| Jpmorgan Chase & Co | 379k | $45M | -3% | Mar 2024 |
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| Baird Financial | 364k | $42M | 2% | Dec 2023 |
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| MAI Wealth Advisors | 356k | $42M | 2% | Mar 2024 |
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| Lido Advisors | 346k | $41M | 101% | Mar 2024 |
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| Bank Of Oklahoma National Association / | 330k | $39M | -1% | Mar 2024 |
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| HighTower Advisors | 321k | $38M | 23% | Mar 2024 |
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| Branch Banking & Trust Company | 298k | $35M | -4% | Mar 2024 |
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| Pathstone Holdings | 269k | $32M | 6% | Mar 2024 |
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| Creative Planning | 259k | $31M | -4% | Mar 2024 |
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| Cambridge Investment Research Advisors | 257k | $30M | 145% | Mar 2024 |
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| Duff & Phelps Investment Management | 241k | $28M | 1% | Dec 2023 |
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| HPM Partners | 234k | $28M | -1% | Mar 2024 |
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| Mesirow Financial Investment Management International Equity | 222k | $26M | 100% | Mar 2024 |
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| Courier Capital Corp | 216k | $26M | 1% | Mar 2024 |
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| Advisor Group Holdings | 210k | $25M | 9% | Mar 2024 |
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| Rockefeller Capital Management | 205k | $23M | 4% | Dec 2023 |
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| Rehmann Capital Advisory | 193k | $23M | 37% | Mar 2024 |
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| Northern Oak Capital Management | 185k | $22M | -9% | Mar 2024 |
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| SRS Capital Advisors | 185k | $21M | -2% | Dec 2023 |
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| Keybank National Association | 182k | $22M | -2% | Mar 2024 |
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| Salomon & Ludwin | 179k | $21M | -2% | Mar 2024 |
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| Stifel Financial | 177k | $21M | 32% | Mar 2024 |
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| Bank Of Montreal | 175k | $21M | -8% | Mar 2024 |
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| Wealth Advisory Solutions | 174k | $21M | 13% | Mar 2024 |
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| Mariner Wealth Advisors | 168k | $20M | -1% | Mar 2024 |
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| SPC Financial | 166k | $20M | 1% | Mar 2024 |
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| CI Private Wealth | 161k | $19M | 125% | Mar 2024 |
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| Raymond James Financial Services Advisors | 153k | $18M | -3% | Mar 2024 |
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| Jmac Enterprises | 150k | $18M | 8% | Mar 2024 |
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| Sterling Financial Planning | 130k | $15M | 1% | Mar 2024 |
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| Capital Advisors | 128k | $15M | 0% | Mar 2024 |
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| First Merchants Bank, National Association | 127k | $15M | -14% | Mar 2024 |
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| ETF Portfolio Partners | 126k | $15M | 20% | Mar 2024 |
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| Brian McDonald | 125k | $15M | -6% | Mar 2024 |
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| Lutz Financial Services | 124k | $15M | -3% | Mar 2024 |
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| Yale Capital Corp. | 115k | $14M | 0% | Mar 2024 |
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| Blue Edge Capital | 113k | $13M | 4% | Mar 2024 |
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| GHP Investment Advisors | 111k | $13M | -1% | Mar 2024 |
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| Steward Partners Investment Advisory | 109k | $13M | 9% | Mar 2024 |
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| Ellis Investment Partners | 109k | $13M | -2% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 103k | $12M | -5% | Mar 2024 |
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| Kestra Advisory Services | 100k | $11M | 23% | Dec 2023 |
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| Goldman Sachs Group | 100k | $12M | 223% | Mar 2024 |
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| M^T Bank Corporation | 97k | $12M | -18% | Mar 2024 |
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| Envestnet Portfolio Solutions | 95k | $11M | -1% | Mar 2024 |
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| Flaharty Asset Management | 90k | $10M | 0% | Dec 2023 |
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| Cassaday & Co Wealth Management | 88k | $10M | 0% | Mar 2024 |
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| Sontag Advisory | 87k | $10M | 6% | Mar 2024 |
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| Atria Wealth Solutions | 82k | $9.7M | 10% | Mar 2024 |
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| Nations Financial Group | 82k | $9.6M | -3% | Mar 2024 |
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| Fifth Third Bancorp | 81k | $9.6M | -2% | Mar 2024 |
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| Us Bancorp | 80k | $9.5M | -2% | Mar 2024 |
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| Natixis Asset Management Advisors | 75k | $8.9M | -1% | Mar 2024 |
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| Greenup Street Wealth Management | 75k | $8.8M | 3% | Mar 2024 |
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| Wintrust Financial Corporation | 71k | $8.3M | 0% | Mar 2024 |
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| Omega Financial Group | 69k | $8.2M | 4% | Mar 2024 |
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| Ullmann Financial | 67k | $7.9M | -2% | Mar 2024 |
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| CIBC World Markets | 62k | $7.4M | 17% | Mar 2024 |
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| Moneta Group Investment Advisors | 60k | $6.9M | 2% | Dec 2023 |
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| Captrust Financial Advisors | 59k | $7.0M | -3% | Mar 2024 |
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| First Hawaiian Bank | 59k | $7.0M | -16% | Mar 2024 |
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| Merriman Wealth Management | 59k | $6.9M | -6% | Mar 2024 |
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| Greenleaf Trust | 58k | $6.9M | -5% | Mar 2024 |
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| Associated Banc- | 58k | $6.9M | 4% | Mar 2024 |
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| One Capital Management | 58k | $6.8M | -2% | Mar 2024 |
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| LMG Wealth Partners | 57k | $6.8M | 0% | Mar 2024 |
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| Prospera Financial Services | 56k | $6.3M | 238% | Dec 2023 |
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| Etfidea | 55k | $6.5M | 0% | Mar 2024 |
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| Regions Bank | 54k | $6.4M | -2% | Mar 2024 |
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| IFP Advisors | 54k | $6.1M | 1784% | Dec 2023 |
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| Oldfather Financial Services | 52k | $6.1M | 2% | Mar 2024 |
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| Colony | 51k | $6.1M | 555% | Mar 2024 |
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| Asset Dedication | 51k | $6.0M | -9% | Mar 2024 |
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| Becker Capital Management | 49k | $5.8M | 0% | Mar 2024 |
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| First Citizens Financial Corp | 49k | $5.5M | -4% | Dec 2023 |
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| Wsfs Capital Management | 47k | $5.6M | -13% | Mar 2024 |
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| Mercer Global Advisors | 47k | $5.6M | -27% | Mar 2024 |
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| Ironwood Wealth Management | 46k | $5.5M | 0% | Mar 2024 |
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| SJA Financial Advisory | 46k | $5.4M | -2% | Mar 2024 |
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| Hudson Capital Management | 45k | $5.3M | -4% | Mar 2024 |
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| Pittenger & Anderson | 44k | $5.3M | 0% | Mar 2024 |
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| NorthCrest Asset Manangement | 44k | $5.2M | -2% | Mar 2024 |
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| Campion Asset Management | 43k | $4.9M | -6% | Dec 2023 |
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| Foundation Wealth Management | 42k | $5.0M | -2% | Mar 2024 |
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| Ifrah Financial Services | 42k | $5.0M | -3% | Mar 2024 |
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| Chas. P. Smith & Associates, PA, CPA's | 42k | $4.9M | -2% | Mar 2024 |
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| JNBA Financial Advisors | 41k | $4.9M | -4% | Mar 2024 |
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| Janney Montgomery Scott | 41k | $4.9M | -1% | Mar 2024 |
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| GW & Wade | 41k | $4.7M | 5% | Dec 2023 |
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| BKM Wealth Management | 41k | $4.8M | 4% | Mar 2024 |
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| JFS Wealth Advisors | 41k | $4.8M | 34% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 40k | $4.7M | 46% | Mar 2024 |
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| Huntington National Bank | 40k | $4.7M | -2% | Mar 2024 |
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| Signature Estate and Investment Advisors | 39k | $4.6M | 0% | Mar 2024 |
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| King Wealth Management | 39k | $4.6M | -1% | Mar 2024 |
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| Private Advisor | 38k | $4.5M | -7% | Mar 2024 |
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| Goelzer Investment Management | 38k | $4.5M | -1% | Mar 2024 |
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| Centerpoint Advisors | 37k | $4.4M | -3% | Mar 2024 |
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| Sierra Capital | 37k | $4.4M | 0% | Mar 2024 |
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| Bank of Stockton Trust & Investment | 37k | $4.3M | -2% | Mar 2024 |
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| Sawtooth Asset Management | 35k | $3.9M | -1% | Dec 2023 |
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| Simplicity Wealth | 35k | $4.1M | 100% | Mar 2024 |
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| Bleakley Financial Group | 35k | $4.1M | 0% | Mar 2024 |
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| Coldstream Capital Management | 34k | $3.8M | -6% | Dec 2023 |
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| SOL Capital Management | 33k | $3.9M | -3% | Mar 2024 |
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| LTG Capital | 33k | $4.0M | 0% | Mar 2024 |
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| Cranbrook Wealth Management | 33k | $3.9M | -2% | Mar 2024 |
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| Thrivent Financial for Lutherans | 33k | $3.8M | 53% | Mar 2024 |
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| Csenge Advisory Group | 32k | $3.8M | 11% | Mar 2024 |
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| Alesco Advisors | 32k | $3.8M | -64% | Mar 2024 |
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| Financial Counselors | 31k | $3.7M | 1% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 31k | $3.7M | 0% | Mar 2024 |
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| Factorial Partners | 31k | $3.6M | 4% | Mar 2024 |
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| Nikulski Financial | 30k | $3.6M | -1% | Mar 2024 |
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| H D Vest Advisory Services | 30k | $3.5M | 67% | Mar 2024 |
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| Trail Ridge Investment Advisors | 29k | $3.5M | 6% | Mar 2024 |
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| Sigma Planning | 29k | $3.4M | 162% | Mar 2024 |
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| Betterment | 28k | $3.3M | -63% | Mar 2024 |
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| Soltis Investment Advisors | 28k | $3.3M | 4% | Mar 2024 |
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| Modera Wealth Management | 28k | $3.3M | 0% | Mar 2024 |
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| MEMBERS Trust | 28k | $3.3M | -7% | Mar 2024 |
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| SNS Financial | 28k | $3.3M | -18% | Mar 2024 |
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| BCJ Capital Management | 27k | $3.1M | 100% | Dec 2023 |
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| Prosperity Planning | 27k | $3.2M | 0% | Mar 2024 |
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| Vance Wealth | 27k | $3.1M | -2% | Mar 2024 |
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| Neumann Capital Management | 26k | $3.1M | 0% | Mar 2024 |
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| Ashton Thomas Private Wealth | 26k | $3.0M | 1% | Mar 2024 |
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| McElhenny Sheffield Capital Management | 26k | $2.9M | -3% | Mar 2024 |
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| Mutual Advisors | 25k | $3.0M | 1146% | Mar 2024 |
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| Lincoln National | 25k | $3.0M | -45% | Mar 2024 |
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| DDFG | 25k | $2.9B | -46% | Mar 2024 |
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| LVZ Advisors | 23k | $2.7M | -11% | Mar 2024 |
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| Susquehanna International | 18k | $2.1M | -58% | Mar 2024 |
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| BlueChip Wealth Advisors | 14k | $1.6M | -48% | Mar 2024 |
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| Citadel Advisors | 13k | $1.6M | -58% | Mar 2024 |
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| Cozad Asset Management | 9.2k | $1.1M | -72% | Mar 2024 |
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| Journey Advisory Group | 5.7k | $677k | -87% | Mar 2024 |
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| First Heartland Consultants | 4.7k | $550k | -95% | Mar 2024 |
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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 |
|---|---|---|---|
| Chilton Investment | Dec 2023 | 63k | $7.2M |
| GUNN & Co INVESTMENT MANAGEMENT | Dec 2023 | 42k | $4.8M |
| Idaho Trust Bank | Dec 2023 | 41k | $4.6M |