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
$1.1B -$7.33M -92,390 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$282M -$945K -11,906 -0.3%
Financial Engines Advisors
3
Financial Engines Advisors
California
$171M +$1.05M +13,238 +0.6%
Bank of America
4
Bank of America
North Carolina
$162M -$1.76M -22,180 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$152M -$14.8M -186,832 -9%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$114M +$1.29M +16,228 +1%
UBS Group
7
UBS Group
Switzerland
$106M -$8.85M -111,600 -8%
Stifel Financial
8
Stifel Financial
Missouri
$91.3M +$6.39M +80,500 +8%
Natixis Advisors
9
Natixis Advisors
Massachusetts
$83.3M +$4.6M +57,928 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$81.2M +$281K +3,538 +0.3%
RJA
11
Raymond James & Associates
Florida
$55.1M +$1.82M +22,960 +3%
Ameriprise
12
Ameriprise
Minnesota
$53.4M +$632K +7,970 +1%
Northern Trust
13
Northern Trust
Illinois
$52.4M -$347K -4,374 -0.7%
EK
14
Evensky & Katz
Florida
$49.9M +$774K +9,758 +2%
AA
15
Alesco Advisors
New York
$47.4M -$72K -908 -0.2%
LPL Financial
16
LPL Financial
California
$43.5M -$18.3M -230,526 -30%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$42M +$12.1M +152,942 +41%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$40.6M +$2.18M +27,510 +6%
PP
19
Palladium Partners
Virginia
$34.8M +$53.5K +674 +0.2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$33.9M -$9.6M -121,022 -22%
DADC
21
D.A. Davidson & Co
Montana
$33.6M +$570K +7,188 +2%
JP Morgan Chase
22
JP Morgan Chase
New York
$31.9M +$750K +9,450 +2%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$31.7M +$1.52M +19,176 +5%
Axa
24
Axa
France
$30.8M -$539K -6,800 -2%
Truist Financial
25
Truist Financial
North Carolina
$30.5M +$475K +5,982 +2%