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
Wells Fargo
1
Wells Fargo
California
$1.16B -$61.2M -784,442 -5%
Morgan Stanley
2
Morgan Stanley
New York
$380M +$61.1M +782,438 +20%
Bank of America
3
Bank of America
North Carolina
$163M +$2.28M +29,210 +1%
EFS
4
Edelman Financial Services
Virginia
$146M +$5.44M +69,748 +4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$106M +$50.1K +642 +0%
UBS Group
6
UBS Group
Switzerland
$102M -$479K -6,136 -0.5%
Members Trust
7
Members Trust
Florida
$99.6M +$4.75M +60,910 +5%
Axa
8
Axa
France
$57.6M -$3.25M -41,600 -5%
Northern Trust
9
Northern Trust
Illinois
$57.3M +$2.39M +30,582 +4%
EK
10
Evensky & Katz
Florida
$47.3M +$782K +10,022 +2%
Stifel Financial
11
Stifel Financial
Missouri
$46.2M -$2.88M -36,938 -6%
RJA
12
Raymond James & Associates
Florida
$43.7M +$438K +5,608 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$38.5M +$1.51M +19,342 +4%
AA
14
Alesco Advisors
New York
$37.3M +$1.11M +14,274 +3%
PP
15
Palladium Partners
Virginia
$33.8M +$242K +3,098 +0.7%
KeyBank National Association
16
KeyBank National Association
Ohio
$32M -$658K -8,432 -2%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$29.3M -$3.4M -43,620 -11%
LPL Financial
18
LPL Financial
California
$28.3M +$3.25M +41,690 +13%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$27.4M +$2.39M +30,632 +10%
DADC
20
D.A. Davidson & Co
Montana
$25.9M +$1.27M +16,278 +5%
JP Morgan Chase
21
JP Morgan Chase
New York
$25.5M +$14.4M +184,236 +137%
BF
22
BOK Financial
Oklahoma
$23.6M -$17.6K -226 -0.1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$23M +$441K +5,652 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$22.9M -$5.4M -69,194 -19%
Ameriprise
25
Ameriprise
Minnesota
$22.9M +$3.42M +43,822 +18%