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 | 9.3M | $1.2B | 7% | Dec 2024 |
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| Morgan Stanley | 7.9M | $1.0B | 0% | Dec 2024 |
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| Us Bancorp | 4.3M | $550M | 2% | Dec 2024 |
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| Bank of America Corporation | 4.2M | $543M | 14% | Dec 2024 |
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| Wells Fargo & Company | 4.1M | $526M | 6% | Dec 2024 |
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| Envestnet Portfolio Solutions | 3.9M | $502M | 2% | Dec 2024 |
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| Tiaa Trust, National Association | 3.6M | $469M | -4% | Dec 2024 |
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| Royal Bank of Canada | 3.4M | $436M | 4% | Dec 2024 |
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| First Citizens Bank & Trust | 2.6M | $330M | 2% | Mar 2025 |
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| Commerce Bank N A | 2.3M | $296M | -2% | Dec 2024 |
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| Commonwealth Equity Services | 2.1M | $278M | 4% | Dec 2024 |
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| FMR | 2.0M | $261M | 0% | Dec 2024 |
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| Betterment | 1.8M | $232M | -3% | Dec 2024 |
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| UBS Group | 1.7M | $219M | 0% | Dec 2024 |
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| Pnc Financial Services | 1.4M | $187M | -1% | Dec 2024 |
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| Ameriprise Financial | 1.2M | $155M | -1% | Dec 2024 |
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| ZB | 1.2M | $152M | 7% | Dec 2024 |
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| LPL Financial | 1.1M | $143M | 12% | Dec 2024 |
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| Victory Capital Management | 1.1M | $138M | 3% | Dec 2024 |
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| Cassaday & Co Wealth Management | 967k | $125M | 2% | Dec 2024 |
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| Stephens | 824k | $107M | 1% | Dec 2024 |
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| Envestnet Asset Management | 773k | $100M | -2% | Dec 2024 |
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| Raymond James Financial | 755k | $98M | 100% | Dec 2024 |
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| Jpmorgan Chase & Co | 728k | $94M | 2% | Dec 2024 |
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| Stephens Group Asset Management | 711k | $90M | 6% | Mar 2025 |
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| Heritage Wealth Advisors | 515k | $67M | 3% | Dec 2024 |
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| Anchor Capital Advisors | 498k | $65M | 137% | Dec 2024 |
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| Equitable Holdings | 472k | $61M | -3% | Dec 2024 |
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| Branch Banking & Trust Company | 435k | $56M | 0% | Dec 2024 |
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| Money Concepts Capital Corp | 378k | $49M | 7% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 353k | $46M | 11% | Dec 2024 |
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| Amg National Trust Bank | 349k | $45M | -2% | Dec 2024 |
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| One Capital Management | 322k | $42M | -5% | Dec 2024 |
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| AE Wealth Management | 304k | $39M | 2% | Dec 2024 |
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| Bp Wealth Management | 298k | $39M | 391% | Dec 2024 |
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| Lido Advisors | 296k | $38M | 694% | Dec 2024 |
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| Cetera Investment Advisers | 293k | $38M | 1% | Dec 2024 |
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| Thompson, Siegel, & Walmsley | 289k | $37M | 163% | Dec 2024 |
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| Chicago Partners Investment | 268k | $35M | -11% | Dec 2024 |
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| Mariner Wealth Advisors | 267k | $35M | -2% | Dec 2024 |
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| GLOBALT Investments LLC / GA | 256k | $33M | -3% | Dec 2024 |
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| Cedar Mountain Advisors | 255k | $32M | 1% | Mar 2025 |
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| Wescott Financial Advisory Group | 230k | $30M | -2% | Dec 2024 |
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| LPWM | 212k | $27M | 5% | Mar 2025 |
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| Natixis Asset Management Advisors | 209k | $27M | 50% | Dec 2024 |
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| Keybank National Association | 203k | $26M | 0% | Dec 2024 |
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| M^T Bank Corporation | 183k | $24M | -4% | Dec 2024 |
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| Kestra Advisory Services | 182k | $24M | 3% | Dec 2024 |
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| Covenant Partners | 179k | $23M | 2% | Dec 2024 |
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| Advisor Group Holdings | 175k | $23M | -12% | Dec 2024 |
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| Colony | 170k | $22M | 1436% | Dec 2024 |
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| RTD Financial Advisors | 169k | $21M | 4% | Mar 2025 |
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| Moneta Group Investment Advisors | 165k | $21M | 2% | Dec 2024 |
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| HighTower Advisors | 164k | $21M | 4% | Dec 2024 |
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| Rodgers & Associates | 161k | $21M | 3% | Dec 2024 |
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| Badgley Phelps Wealth Managers | 160k | $21M | 1% | Dec 2024 |
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| Rockefeller Capital Management | 157k | $20M | 2% | Dec 2024 |
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| Goldman Sachs Group | 154k | $20M | 42% | Dec 2024 |
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| Asset Managment | 152k | $20M | 0% | Dec 2024 |
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| Captrust Financial Advisors | 144k | $19M | 16% | Dec 2024 |
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| Bishop & Co Investment Management | 140k | $18M | 0% | Dec 2024 |
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| Atlantic Trust | 136k | $18M | -2% | Dec 2024 |
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| Northern Trust | 135k | $17M | 6% | Dec 2024 |
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| Fifth Third Bancorp | 131k | $16M | 3% | Mar 2025 |
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| Earnest Partners | 130k | $17M | 39% | Dec 2024 |
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| First Citizens Asset Management | 130k | $17M | 1% | Dec 2024 |
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| LBJ Family Wealth Advisors | 129k | $16M | 0% | Dec 2024 |
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| Nuance Investments | 129k | $17M | 624% | Dec 2024 |
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| Stifel Financial | 125k | $16M | -3% | Dec 2024 |
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| Baird Financial | 117k | $15M | 3% | Dec 2024 |
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| FSA Wealth Management | 115k | $15M | 0% | Dec 2024 |
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| CI Private Wealth | 115k | $15M | -61% | Dec 2024 |
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| Steward Partners Investment Advisory | 114k | $15M | 2% | Dec 2024 |
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| Creative Planning | 112k | $15M | 19% | Dec 2024 |
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| Warren Averett Asset Management | 111k | $14M | 5% | Dec 2024 |
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| Fifth Third Securities | 106k | $14M | 2% | Dec 2024 |
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| Hsbc Holdings | 106k | $14M | 5% | Dec 2024 |
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| TCG Advisory Services | 105k | $14M | -5% | Dec 2024 |
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| Sterling Capital Management | 104k | $14M | -12% | Dec 2024 |
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| Brian McDonald | 104k | $13M | -3% | Dec 2024 |
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| Bank Of Oklahoma National Association / | 99k | $13M | -1% | Dec 2024 |
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| Bank Of Montreal | 96k | $13M | -1% | Dec 2024 |
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| Johnson Investment Counsel | 95k | $12M | -1% | Dec 2024 |
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| Prosperity Consulting Group | 93k | $12M | 0% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 93k | $12M | -9% | Mar 2025 |
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| Occidental Asset Management | 92k | $12M | 4% | Dec 2024 |
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| Evergreen Capital Management | 90k | $12M | 37% | Dec 2024 |
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| Bartlett & Co. Wealth Management | 87k | $11M | -5% | Dec 2024 |
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| Hartland & Co | 87k | $11M | -11% | Dec 2024 |
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| Umb Bank N A | 86k | $11M | -4% | Mar 2025 |
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| FTB Advisors | 82k | $11M | 3% | Dec 2024 |
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| Accredited Investors | 80k | $10M | -2% | Dec 2024 |
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| H D Vest Advisory Services | 79k | $10M | -1% | Dec 2024 |
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| MAI Wealth Advisors | 79k | $10M | 11% | Dec 2024 |
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| JMG Financial Group | 79k | $10M | -2% | Dec 2024 |
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| Savant Capital Management | 78k | $10M | -12% | Dec 2024 |
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| Kestra Private Wealth Services | 75k | $9.7M | 1% | Dec 2024 |
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| Twin Focus Capital Partners | 73k | $9.4M | 0% | Dec 2024 |
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| Mml Investors Services | 71k | $9.1M | 15% | Dec 2024 |
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| Taddei, Ludwig & Associates | 70k | $9.0M | 2% | Dec 2024 |
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| Synovus Financial Corp. | 70k | $9.0M | 0% | Dec 2024 |
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| CWM | 66k | $8.5M | -2% | Dec 2024 |
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| Mill Creek Capital Advisors | 62k | $8.0M | 0% | Dec 2024 |
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| Conning | 61k | $7.9M | 0% | Dec 2024 |
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| Integrys Wealth Advisors | 60k | $7.5M | 0% | Mar 2025 |
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| Pinnacle Financial Partners | 59k | $7.6M | 3% | Dec 2024 |
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| Sanctuary Advisors | 57k | $7.6M | -2% | Dec 2024 |
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| Mercer Global Advisors | 56k | $7.3M | 7% | Dec 2024 |
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| Hanna Zanoni | 55k | $7.1M | 360% | Dec 2024 |
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| Orion Portfolio Solutions | 55k | $7.1M | 348% | Dec 2024 |
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| Honkamp Krueger Financial Services | 54k | $7.0M | 5% | Dec 2024 |
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| Goss Wealth Management | 54k | $7.0M | 3% | Dec 2024 |
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| Private Advisor | 54k | $6.9M | -1% | Dec 2024 |
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| McAdam | 53k | $6.9M | 3% | Dec 2024 |
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| Kennedy Capital Management | 53k | $6.9M | 178% | Dec 2024 |
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| CB^T Wealth Management | 50k | $6.4M | -2% | Dec 2024 |
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| Processus Wealth & Capital Management | 50k | $6.4M | 2% | Dec 2024 |
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| Powell Investment Advisors | 50k | $6.4M | 1% | Dec 2024 |
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| Modera Wealth Management | 49k | $6.4M | 49% | Dec 2024 |
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| James J. Burns & Company | 48k | $6.1M | -1% | Mar 2025 |
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| Kmg Fiduciary Partners | 48k | $6.0M | 9% | Mar 2025 |
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| Bleakley Financial Group | 47k | $6.1M | 0% | Dec 2024 |
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| Kingdom Financial Group | 45k | $5.9M | -4% | Dec 2024 |
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| Vance Wealth | 44k | $5.7M | -2% | Dec 2024 |
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| Wiley Bros.-aintree Capital | 44k | $5.7M | 269% | Dec 2024 |
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| Ascent Group | 44k | $5.7M | 0% | Dec 2024 |
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| Farmers & Merchants Investment | 44k | $5.5M | 0% | Mar 2025 |
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| Howard Bailey Securities | 43k | $5.4M | -3% | Mar 2025 |
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| May Barnhard Investments | 43k | $5.4M | -6% | Mar 2025 |
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| Cambridge Investment Research Advisors | 42k | $5.5M | 14% | Dec 2024 |
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| NewEdge Wealth | 42k | $5.5M | 2% | Dec 2024 |
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| XML Financial | 42k | $5.4M | 0% | Dec 2024 |
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| Aldebaran Capital | 40k | $5.2M | -2% | Dec 2024 |
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| Buckingham Strategic Partners | 40k | $5.1M | 522% | Dec 2024 |
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| EP Wealth Advisors | 40k | $5.1M | 3% | Dec 2024 |
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| Principal Financial Group | 39k | $5.0M | -27% | Dec 2024 |
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| Mather Group | 37k | $4.8M | 0% | Dec 2024 |
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| Janney Montgomery Scott | 36k | $4.5M | -15% | Mar 2025 |
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| Community Bank | 36k | $4.6M | -4% | Dec 2024 |
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| Investment Partners | 36k | $4.6M | 4% | Dec 2024 |
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| Pathstone Holdings | 35k | $4.5M | 2% | Dec 2024 |
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| Brady Martz Wealth Solutions | 34k | $4.5M | 100% | Dec 2024 |
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| Oppenheimer Asset Management | 34k | $4.4M | 100% | Dec 2024 |
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| Simplicity Wealth | 33k | $4.2M | 1642% | Mar 2025 |
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| Park Avenue Securities | 33k | $4.2M | -9% | Mar 2025 |
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| BlackRock | 32k | $4.2M | 73% | Dec 2024 |
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| Falcon Wealth Planning | 32k | $4.1M | 2% | Dec 2024 |
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| Focus Financial Network | 32k | $4.0M | 2% | Mar 2025 |
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| Atria Wealth Solutions | 32k | $4.1M | 7% | Dec 2024 |
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| Peapack Gladstone Financial Corp | 31k | $4.0M | -1% | Dec 2024 |
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| Hapanowicz & Associates Financial Services | 28k | $3.6M | -73% | Dec 2024 |
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| Great Valley Advisor Group | 23k | $2.9M | -34% | Dec 2024 |
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| Susquehanna International | 20k | $2.6M | -64% | Dec 2024 |
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| Glenmede Trust Company | 20k | $2.5M | -52% | Dec 2024 |
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| Summit Financial | 17k | $2.1M | -58% | Dec 2024 |
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| Sowell Financial Services | 4.2k | $523k | -91% | Mar 2025 |
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| Prudential Financial | 4.0k | $517k | -95% | Dec 2024 |
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Who sold out of iShares Russell Midcap Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Reinhart Mahoney Capital Management | Dec 2024 | 246k | $3.2M |
| International Assets Investment Management | Sep 2024 | 147k | $1.1M |
| Advisors Preferred | Sep 2024 | 61k | $8.0M |