Who owns iShares Russell Midcap Value Index?
- Ticker: IWS
- CUSIP Number: 464287473
Tip: Access positions for across all investors
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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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 |
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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 |