Who owns iShares Russell Midcap Value Index?

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Analyze quarterly positions in iShares Russell Midcap Value Index with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares Russell Midcap Value Index stock

Who bought or sold iShares Russell Midcap Value Index this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Tiaa Trust, National Association 13M $1.5B 0% Dec 2023
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Morgan Stanley 8.1M $850M 3% Sep 2023
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Jones Financial Companies, L.L 7.2M $749M 4% Sep 2023
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Bank of America Corporation 4.2M $488M -7% Dec 2023
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Wells Fargo & Company 4.1M $481M -11% Dec 2023
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Us Bancorp 4.0M $461M -3% Dec 2023
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Envestnet Portfolio Solutions 3.1M $364M 100% Dec 2023
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Commerce Bank N A 2.7M $312M -4% Dec 2023
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Royal Bank of Canada 2.5M $291M 14% Dec 2023
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Commonwealth Equity Services 2.4M $276M -1% Dec 2023
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American Century Companies 2.3M $238M 48% Sep 2023
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FMR 2.2M $226M -4% Sep 2023
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Betterment 2.1M $241M -5% Dec 2023
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First Citizens Bank & Trust 2.0M $229M 51% Dec 2023
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UBS Group 1.7M $200M -1% Dec 2023
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Pnc Financial Services 1.6M $182M -7% Dec 2023
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Ameriprise Financial 1.5M $152M -3% Sep 2023
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Victory Capital Management 1.4M $165M 2% Dec 2023
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ZB 1.3M $148M -2% Dec 2023
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Envestnet Asset Management 926k $97M -79% Sep 2023
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LPL Financial 900k $94M 1% Sep 2023
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Cassaday & Co Wealth Management 898k $104M 2% Dec 2023
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Jpmorgan Chase & Co 817k $95M 25% Dec 2023
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Stephens 677k $71M -2% Sep 2023
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Stephens Group Asset Management 675k $79M 4% Dec 2023
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Branch Banking & Trust Company 605k $70M -4% Dec 2023
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AE Wealth Management 580k $67M 2% Dec 2023
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Raymond James Financial Services Advisors 549k $64M 34% Dec 2023
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Equitable Holdings 548k $57M -1% Sep 2023
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Pathstone Family Office 531k $3.3M 2347% Sep 2023
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Heritage Wealth Advisors 468k $54M 0% Dec 2023
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One Capital Management 384k $45M 0% Dec 2023
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Amg National Trust Bank 366k $43M -1% Dec 2023
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Synovus Financial Corp. 345k $36M -2% Sep 2023
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Anchor Capital Advisors 324k $38M -11% Dec 2023
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CI Private Wealth 322k $37M -15% Dec 2023
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Sasco Capital 314k $37M 100% Dec 2023
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Northwestern Mutual Wealth Management Company 307k $32M 2% Sep 2023
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Advisor Group Holdings 305k $36M -18% Dec 2023
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Chicago Partners Investment 305k $35M -1% Dec 2023
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Windsor Group 299k $31M -4% Sep 2023
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Mariner Wealth Advisors 288k $34M -1% Dec 2023
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Wescott Financial Advisory Group 280k $29M 0% Sep 2023
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GLOBALT Investments LLC / GA 274k $32M 100% Dec 2023
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Cedar Mountain Advisors 245k $29M 0% Dec 2023
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Bishop & Co Investment Management 231k $27M 100% Dec 2023
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Raymond James & Associates 224k $26M 40% Dec 2023
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Thompson, Siegel, & Walmsley 212k $25M 216% Dec 2023
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Captrust Financial Advisors 211k $25M 15% Dec 2023
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Keybank National Association 207k $22M -1% Sep 2023
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Honkamp Krueger Financial Services 206k $24M 0% Dec 2023
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Covenant Partners 203k $24M 1% Dec 2023
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Sei Investments 203k $21M 36% Sep 2023
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Financial Network Investment Corporation 202k $21M 34% Sep 2023
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M^T Bank Corporation 202k $23M -1% Dec 2023
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LPWM 193k $22M 4% Dec 2023
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First Citizens Asset Management 191k $23M 178% Dec 2023
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Kestra Advisory Services 170k $20M 0% Dec 2023
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Pegasus Partners 170k $20M 148% Dec 2023
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Hapanowicz & Associates Financial Services 165k $19M 2% Dec 2023
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HighTower Advisors 162k $19M 1% Dec 2023
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Asset Managment 157k $16M 0% Sep 2023
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Advisors Preferred 154k $18M 754% Dec 2023
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Fifth Third Bancorp 153k $18M -7% Dec 2023
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Rodgers & Associates 152k $18M -4% Dec 2023
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Baird Financial 151k $18M -10% Dec 2023
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Badgley Phelps Wealth Managers 149k $17M 4% Dec 2023
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Atlantic Trust 142k $15M -3% Sep 2023
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Goldman Sachs Group 139k $16M -15% Dec 2023
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Rockefeller Capital Management 136k $16M -2% Dec 2023
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RTD Financial Advisors 135k $16M 0% Dec 2023
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Goss Wealth Management 130k $14M 14% Sep 2023
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Stifel Financial 128k $15M -2% Dec 2023
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GenWealth Group 126k $15M 100% Dec 2023
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LBJ Family Wealth Advisors 125k $15M -4% Dec 2023
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Brian McDonald 124k $13M 100% Sep 2023
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Warren Averett Asset Management 121k $14M -2% Dec 2023
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H D Vest Advisory Services 119k $14M 4% Dec 2023
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Umb Bank N A 118k $14M -4% Dec 2023
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Hsbc Holdings 116k $14M -5% Dec 2023
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Wealth Enhancement Advisory Services 115k $13M -2% Dec 2023
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Northern Trust 112k $12M 1% Sep 2023
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Moneta Group Investment Advisors 112k $13M 12% Dec 2023
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FSA Wealth Management 110k $13M 1% Dec 2023
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TCG Advisory Services 110k $13M 10% Dec 2023
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GW & Wade 108k $13M -6% Dec 2023
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Steward Partners Investment Advisory 107k $13M 8% Dec 2023
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Bank Of Oklahoma National Association / 105k $12M 0% Dec 2023
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Fifth Third Securities 104k $11M 3% Sep 2023
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Bank Of Montreal 104k $12M 40% Dec 2023
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Bp Wealth Management 103k $12M 586% Dec 2023
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Bartlett & Co. 101k $12M -18% Dec 2023
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Bartlett & Co. Wealth Management 101k $12M -18% Dec 2023
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Creative Planning 101k $12M 0% Dec 2023
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Accredited Investors 92k $11M 59% Dec 2023
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FTB Advisors 88k $10M 8% Dec 2023
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Johnson Investment Counsel 87k $10M -1% Dec 2023
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JMG Financial Group 87k $10M -3% Dec 2023
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Etfidea 84k $9.8M 3% Dec 2023
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XML Financial 84k $8.8M -2% Sep 2023
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Nuance Investments 82k $9.5M -13% Dec 2023
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Occidental Asset Management 82k $9.5M 1% Dec 2023
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Kestra Private Wealth Services 81k $9.5M -1% Dec 2023
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Janney Montgomery Scott 81k $9.4M 18% Dec 2023
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Prudential Financial 77k $8.1M -7% Sep 2023
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Financial Planning & Information Services 72k $7.5M -3% Sep 2023
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MAI Wealth Advisors 71k $8.2M 4% Dec 2023
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Twin Focus Capital Partners 70k $8.2M -43% Dec 2023
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Mercer Global Advisors 70k $8.2M -1% Dec 2023
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Principal Financial Group 68k $7.9M -12% Dec 2023
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Savant Capital Management 68k $7.9M -3% Dec 2023
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Taddei, Ludwig & Associates 66k $7.7M 2% Dec 2023
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Mml Investors Services 66k $6.8M -6% Sep 2023
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Forte Capital 64k $7.5M -56% Dec 2023
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Wilbanks Smith & Thomas Asset Management 62k $7.2M -5% Dec 2023
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Kennedy Capital Management 60k $6.9M 163% Dec 2023
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First Republic Investment Management 59k $6.2M -22% Sep 2023
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Integrys Wealth Advisors 59k $6.8M 0% Dec 2023
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Private Advisor 58k $6.8M -9% Dec 2023
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Sawtooth Asset Management 58k $6.8M 13% Dec 2023
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Simplicity Wealth 58k $6.7M -4% Dec 2023
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NewEdge Wealth 58k $6.7M 1% Dec 2023
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Focus Financial Network 56k $6.5M 100% Dec 2023
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McAdam 55k $6.4M 4% Dec 2023
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Conning 54k $6.2M 17% Dec 2023
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CB^T Wealth Management 52k $6.0M 0% Dec 2023
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Bleakley Financial Group 51k $5.9M -1% Dec 2023
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Pinnacle Financial Partners 51k $5.9M 5% Dec 2023
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CWM 49k $5.7M 33% Dec 2023
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James J. Burns & Company 49k $5.1M -1% Sep 2023
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Powell Investment Advisors 48k $5.6M 4% Dec 2023
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Citadel Advisors 48k $5.5M 427% Dec 2023
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German American Bancorp 47k $5.5M 1% Dec 2023
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Earnest Partners 46k $5.4M 84% Dec 2023
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Multi-Financial Securities 46k $4.7M 2% Sep 2023
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Farmers & Merchants Investment 45k $5.2M 0% Dec 2023
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Charles Schwab Investment Management 44k $5.1M -26% Dec 2023
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Custom Index Systems 43k $5.0M 100% Dec 2023
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Cambridge Investment Research Advisors 42k $4.9M -22% Dec 2023
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Evergreen Capital Management 42k $4.4M 0% Sep 2023
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Susquehanna International 41k $4.2M -26% Sep 2023
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Glenmede Trust Company 40k $4.2M -7% Sep 2023
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Community Bank 39k $4.5M 0% Dec 2023
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Washington Trust Bank 39k $4.5M 416% Dec 2023
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Allspring Global Investments Holdings 38k $4.4M 94% Dec 2023
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Processus Wealth & Capital Management 38k $4.4M 100% Dec 2023
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Amarillo National Bank 38k $4.4M 0% Dec 2023
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Cetera Investment Advisers 38k $3.9M -15% Sep 2023
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Atria Wealth Solutions 37k $4.3M -6% Dec 2023
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Lido Advisors 37k $4.3M 27% Dec 2023
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Peapack Gladstone Financial Corp 35k $3.7M -6% Sep 2023
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Bank of New York Mellon 34k $4.0M -8% Dec 2023
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Bridges Investment Management 27k $3.1M -70% Dec 2023
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Alliancebernstein 15k $1.8M -70% Dec 2023
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Vaughan Nelson Investment Management 4.6k $530k -95% Dec 2023
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Emerald Investment Partners 2.0k $234k -95% Dec 2023
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Leeward Investments, LLC - MA 1.9k $221k -96% Dec 2023
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Tower Research Capital 696.00 $73k -99% Sep 2023
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Amerivest Investment Management 0 $0 -100% Sep 2023
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Who sold out of iShares Russell Midcap Value Index?

Fund or Company Name Date Sold Shares Held Valued At
Churchill Management Corp. Sep 2023 107k $11M