We are live on ! Find out more
IJJ icon

iShares S&P Mid-Cap 400 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$36.1M -$3.24M -31,857 -9%
Osaic Holdings
27
Osaic Holdings
Arizona
$34.9M -$5.59M -55,009 -14%
JP Morgan Chase
28
JP Morgan Chase
New York
$31.7M +$585K +5,760 +2%
Creative Planning
29
Creative Planning
Kansas
$30.5M -$625K -6,151 -2%
Lido Advisors
30
Lido Advisors
California
$30.3M +$1.18M +11,647 +4%
Cerity Partners
31
Cerity Partners
New York
$29.3M -$24.4M -240,034 -47%
PFO
32
Pathstone Family Office
New Jersey
$27.2M -$82.9K -816 -0.3%
SAF
33
Smith Anglin Financial
Texas
$26.6M -$2.17M -21,372 -8%
DPIM
34
Duff & Phelps Investment Management
Illinois
$25.6M +$168K +1,650 +0.7%
AA
35
Alesco Advisors
New York
$25M -$284K -2,796 -1%
1IA
36
1834 Investment Advisors
Wisconsin
$24.9M -$1.55M -15,274 -6%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$24.8M +$5.12M +50,447 +28%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$22.9M -$542K -5,334 -2%
Stifel Financial
39
Stifel Financial
Missouri
$22.8M +$3.12M +30,719 +17%
CC
40
Courier Capital
New York
$22.4M +$1.3M +12,782 +7%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$20.5M +$2.11M +20,816 +12%
KeyBank National Association
42
KeyBank National Association
Ohio
$20.4M -$1.52M -14,936 -7%
EH
43
Equitable Holdings
New York
$20M +$96.7K +952 +0.5%
SL
44
Salomon & Ludwin
Virginia
$19.7M +$27K +266 +0.1%
HighTower Advisors
45
HighTower Advisors
Illinois
$18.2M +$2.36M +23,274 +16%
M&T Bank
46
M&T Bank
New York
$18.1M -$9.31M -91,665 -35%
SFI
47
SPC Financial Inc
Maryland
$18M +$205K +2,022 +1%
WAS
48
Wealth Advisory Solutions
Indiana
$17.1M -$146K -1,438 -0.9%
FMC
49
First Merchants Corp
Indiana
$16.9M -$101K -997 -0.6%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$16.6M +$2.3M +22,688 +17%