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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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 |
|---|---|---|---|---|---|
| Jones Financial Companies, L.L | 8.7M | $1.2B | 12% | Sep 2024 |
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| Morgan Stanley | 7.9M | $958M | 0% | Jun 2024 |
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| Tiaa Trust, National Association | 4.6M | $558M | -63% | Jun 2024 |
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| Us Bancorp | 4.2M | $553M | 2% | Sep 2024 |
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| Wells Fargo & Company | 3.8M | $506M | -1% | Sep 2024 |
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| Envestnet Portfolio Solutions | 3.8M | $506M | -8% | Sep 2024 |
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| Bank of America Corporation | 3.7M | $486M | -1% | Sep 2024 |
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| Royal Bank of Canada | 3.2M | $428M | 4% | Sep 2024 |
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| First Citizens Bank & Trust | 2.6M | $339M | -12% | Sep 2024 |
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| Commerce Bank N A | 2.3M | $310M | -4% | Sep 2024 |
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| Commonwealth Equity Services | 2.1M | $274M | -7% | Sep 2024 |
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| Pnc Financial Services | 1.5M | $194M | -3% | Sep 2024 |
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| ZB | 1.1M | $145M | 0% | Sep 2024 |
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| Victory Capital Management | 1.0M | $137M | -15% | Sep 2024 |
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| LPL Financial | 988k | $131M | 13% | Sep 2024 |
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| Cassaday & Co Wealth Management | 952k | $126M | 2% | Sep 2024 |
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| Stephens | 818k | $108M | 0% | Sep 2024 |
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| Envestnet Asset Management | 792k | $105M | 0% | Sep 2024 |
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| Jpmorgan Chase & Co | 711k | $94M | 0% | Sep 2024 |
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| Stephens Group Asset Management | 670k | $89M | -1% | Sep 2024 |
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| Raymond James Financial Services Advisors | 549k | $73M | -6% | Sep 2024 |
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| Branch Banking & Trust Company | 548k | $66M | -2% | Jun 2024 |
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| Heritage Wealth Advisors | 498k | $66M | 4% | Sep 2024 |
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| Equitable Holdings | 491k | $59M | -2% | Jun 2024 |
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| Amg National Trust Bank | 356k | $47M | -2% | Sep 2024 |
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| Money Concepts Capital Corp | 352k | $47M | 4143% | Sep 2024 |
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| One Capital Management | 338k | $45M | -1% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 318k | $42M | 0% | Sep 2024 |
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| Chicago Partners Investment | 300k | $40M | 2% | Sep 2024 |
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| CI Private Wealth | 298k | $39M | -7% | Sep 2024 |
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| AE Wealth Management | 297k | $39M | 4% | Sep 2024 |
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| Cetera Investment Advisers | 291k | $35M | -1% | Jun 2024 |
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| Mariner Wealth Advisors | 273k | $36M | -1% | Sep 2024 |
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| GLOBALT Investments LLC / GA | 264k | $35M | -4% | Sep 2024 |
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| Cedar Mountain Advisors | 249k | $33M | 0% | Sep 2024 |
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| Wescott Financial Advisory Group | 236k | $31M | -13% | Sep 2024 |
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| Hsbc Holdings | 234k | $28M | 96% | Jun 2024 |
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| Pegasus Partners | 211k | $28M | 18% | Sep 2024 |
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| Anchor Capital Advisors | 210k | $28M | -38% | Sep 2024 |
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| LPWM | 204k | $27M | 2% | Sep 2024 |
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| Keybank National Association | 203k | $27M | 0% | Sep 2024 |
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| Advisor Group Holdings | 198k | $26M | -13% | Sep 2024 |
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| M^T Bank Corporation | 190k | $25M | -2% | Sep 2024 |
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| Earnest Partners | 188k | $23M | 133% | Jun 2024 |
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| Kestra Advisory Services | 176k | $23M | -1% | Sep 2024 |
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| Covenant Partners | 175k | $23M | -4% | Sep 2024 |
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| Raymond James & Associates | 169k | $22M | 2% | Sep 2024 |
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| Moneta Group Investment Advisors | 161k | $21M | 0% | Sep 2024 |
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| Rockefeller Capital Management | 160k | $19M | 1% | Jun 2024 |
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| Badgley Phelps Wealth Managers | 158k | $21M | 2% | Sep 2024 |
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| Rodgers & Associates | 156k | $21M | 4% | Sep 2024 |
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| HighTower Advisors | 153k | $19M | 4% | Jun 2024 |
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| Asset Managment | 152k | $20M | 0% | Sep 2024 |
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| RTD Financial Advisors | 152k | $20M | 6% | Sep 2024 |
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| International Assets Investment Management | 147k | $1.1M | 1813% | Sep 2024 |
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| Bishop & Co Investment Management | 140k | $19M | 1% | Sep 2024 |
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| Natixis Asset Management Advisors | 139k | $18M | -41% | Sep 2024 |
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| Atlantic Trust | 138k | $18M | 0% | Sep 2024 |
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| Fifth Third Bancorp | 133k | $18M | -2% | Sep 2024 |
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| Stifel Financial | 131k | $16M | 2% | Jun 2024 |
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| LBJ Family Wealth Advisors | 129k | $16M | 0% | Sep 2024 |
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| First Citizens Asset Management | 129k | $17M | -10% | Sep 2024 |
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| Northern Trust | 127k | $17M | 0% | Sep 2024 |
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| Captrust Financial Advisors | 123k | $16M | -2% | Sep 2024 |
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| H D Vest Advisory Services | 122k | $15M | 6% | Jun 2024 |
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| TCG Advisory Services | 119k | $14M | 9% | Jun 2024 |
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| Sterling Capital Management | 119k | $16M | 100% | Sep 2024 |
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| FSA Wealth Management | 116k | $15M | 2% | Sep 2024 |
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| Goldman Sachs Group | 112k | $14M | -18% | Jun 2024 |
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| Steward Partners Investment Advisory | 112k | $14M | 1% | Jun 2024 |
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| Thompson, Siegel, & Walmsley | 110k | $15M | -40% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 108k | $13M | 0% | Jun 2024 |
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| Brian McDonald | 106k | $14M | 0% | Sep 2024 |
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| Fifth Third Securities | 104k | $14M | -1% | Sep 2024 |
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| Hapanowicz & Associates Financial Services | 103k | $14M | -40% | Sep 2024 |
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| Bank Of Oklahoma National Association / | 100k | $13M | -5% | Sep 2024 |
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| Umb Bank N A | 98k | $13M | -6% | Sep 2024 |
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| Hartland & Co | 97k | $13M | 10% | Sep 2024 |
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| Johnson Investment Counsel | 96k | $13M | 15% | Sep 2024 |
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| Creative Planning | 94k | $12M | -2% | Sep 2024 |
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| Honkamp Krueger Financial Services | 93k | $11M | -56% | Jun 2024 |
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| Prosperity Consulting Group | 93k | $12M | 39% | Sep 2024 |
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| Bartlett & Co. Wealth Management | 92k | $12M | -2% | Sep 2024 |
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| Etfidea | 91k | $12M | 3% | Sep 2024 |
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| Savant Capital Management | 89k | $12M | 34% | Sep 2024 |
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| Occidental Asset Management | 88k | $12M | 0% | Sep 2024 |
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| Accredited Investors | 82k | $11M | 1% | Sep 2024 |
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| JMG Financial Group | 80k | $11M | -1% | Sep 2024 |
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| FTB Advisors | 80k | $11M | -2% | Sep 2024 |
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| Kestra Private Wealth Services | 74k | $9.8M | -2% | Sep 2024 |
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| Twin Focus Capital Partners | 73k | $9.6M | -4% | Sep 2024 |
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| MAI Wealth Advisors | 71k | $9.4M | 4% | Sep 2024 |
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| Synovus Financial Corp. | 70k | $9.2M | 5% | Sep 2024 |
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| Taddei, Ludwig & Associates | 68k | $9.0M | 0% | Sep 2024 |
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| CWM | 67k | $8.9M | 10% | Sep 2024 |
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| Financial Planning & Information Services | 62k | $8.3M | -3% | Sep 2024 |
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| Mill Creek Capital Advisors | 62k | $8.2M | 1% | Sep 2024 |
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| Mml Investors Services | 61k | $8.1M | 3% | Sep 2024 |
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| Conning | 61k | $8.1M | 3% | Sep 2024 |
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| Advisors Preferred | 61k | $8.0M | 100% | Sep 2024 |
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| Bp Wealth Management | 61k | $8.0M | -74% | Sep 2024 |
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| Integrys Wealth Advisors | 61k | $8.0M | -1% | Sep 2024 |
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| Sanctuary Advisors | 58k | $8.1M | 2% | Sep 2024 |
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| Pinnacle Financial Partners | 57k | $7.6M | 3% | Sep 2024 |
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| Susquehanna International | 55k | $7.3M | 40% | Sep 2024 |
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| Private Advisor | 54k | $7.2M | 1% | Sep 2024 |
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| Principal Financial Group | 53k | $7.0M | -26% | Sep 2024 |
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| McAdam | 52k | $6.8M | -1% | Sep 2024 |
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| Goss Wealth Management | 51k | $6.2M | 8% | Jun 2024 |
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| CB^T Wealth Management | 51k | $6.7M | -4% | Sep 2024 |
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| Powell Investment Advisors | 49k | $6.5M | 4% | Sep 2024 |
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| James J. Burns & Company | 49k | $6.5M | 0% | Sep 2024 |
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| Processus Wealth & Capital Management | 49k | $6.4M | 0% | Sep 2024 |
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| Kingdom Financial Group | 47k | $6.2M | 0% | Sep 2024 |
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| Bleakley Financial Group | 47k | $6.2M | 0% | Sep 2024 |
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| Vance Wealth | 45k | $6.0M | 7% | Sep 2024 |
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| Sowell Financial Services | 45k | $5.9M | 100% | Sep 2024 |
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| Ascent Group | 44k | $5.8M | -6% | Sep 2024 |
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| Farmers & Merchants Investment | 44k | $5.8M | 0% | Sep 2024 |
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| Howard Bailey Securities | 43k | $5.7M | 100% | Sep 2024 |
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| Kmg Fiduciary Partners | 42k | $5.6M | 76% | Sep 2024 |
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| XML Financial | 42k | $5.5M | -1% | Sep 2024 |
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| NewEdge Wealth | 42k | $5.5M | -4% | Sep 2024 |
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| Aldebaran Capital | 41k | $5.5M | 6% | Sep 2024 |
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| Glenmede Trust Company | 41k | $5.4M | -3% | Sep 2024 |
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| Summit Financial | 39k | $5.1M | 2% | Sep 2024 |
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| EP Wealth Advisors | 38k | $5.1M | 15% | Sep 2024 |
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| Mather Group | 37k | $5.0M | 1% | Sep 2024 |
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| Janney Montgomery Scott | 37k | $4.9M | -1% | Sep 2024 |
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| Community Bank | 37k | $4.5M | -1% | Jun 2024 |
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| Cambridge Investment Research Advisors | 37k | $4.9M | 1% | Sep 2024 |
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| Lido Advisors | 36k | $4.4M | 1% | Jun 2024 |
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| Investment Partners | 34k | $4.5M | -7% | Sep 2024 |
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| Great Valley Advisor Group | 34k | $4.5M | 5% | Sep 2024 |
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| Pathstone Holdings | 34k | $4.5M | -2% | Sep 2024 |
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| Kennedy Capital Management | 34k | $4.1M | 264% | Jun 2024 |
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| Alliancebernstein | 33k | $4.0M | 268% | Jun 2024 |
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| Modera Wealth Management | 33k | $4.3M | 2% | Sep 2024 |
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| Peapack Gladstone Financial Corp | 32k | $4.2M | -1% | Sep 2024 |
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| Focus Financial Network | 31k | $4.1M | -2% | Sep 2024 |
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| Regions Bank | 31k | $4.1M | -1% | Sep 2024 |
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| Falcon Wealth Planning | 31k | $4.1M | -1% | Sep 2024 |
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| T. Rowe Price Associates | 31k | $4.1M | 0% | Sep 2024 |
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| Simplicity Wealth | 30k | $4.0M | -62% | Sep 2024 |
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| Auour Investments | 30k | $4.0M | -5% | Sep 2024 |
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| Bridges Investment Management | 30k | $4.0M | 28% | Sep 2024 |
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| Atria Wealth Solutions | 29k | $3.9M | 0% | Sep 2024 |
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| Park Avenue Securities | 29k | $3.9M | 2% | Sep 2024 |
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| Ark & Tlk Investments | 29k | $3.8M | 0% | Sep 2024 |
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| Forte Capital | 28k | $3.8M | -37% | Sep 2024 |
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| Adviser Investments | 28k | $3.7M | -10% | Sep 2024 |
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| Atria Investments | 23k | $3.0M | -20% | Sep 2024 |
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| Amarillo National Bank | 23k | $3.0M | -39% | Sep 2024 |
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| Nuance Investments | 18k | $2.3M | -70% | Sep 2024 |
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| Colony | 11k | $1.5M | -95% | Sep 2024 |
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| Assetmark | 3.8k | $503k | -96% | Sep 2024 |
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| German American Bancorp | 2.3k | $299k | -95% | Sep 2024 |
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Who sold out of iShares Russell Midcap Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wolverine Trading | Jun 2024 | 350k | $42M |
| Strategic Financial Concepts | Jun 2024 | 112k | $34M |
| Bellwether Advisors | Jun 2024 | 44k | $5.3M |
| FMA Wealth Management | Jun 2024 | 31k | $3.7M |