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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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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First Citizens Bank & Trust 2.8M $354M 44% Mar 2024
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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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Betterment 2.1M $241M -5% 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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Victory Capital Management 1.4M $165M 2% Dec 2023
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ZB 1.3M $148M -2% Dec 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 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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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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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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Advisor Group Holdings 305k $36M -18% Dec 2023
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Chicago Partners Investment 305k $35M -1% Dec 2023
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Mariner Wealth Advisors 288k $34M -1% Dec 2023
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GLOBALT Investments LLC / GA 274k $32M 100% Dec 2023
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Cedar Mountain Advisors 246k $31M 1% Mar 2024
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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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Honkamp Krueger Financial Services 206k $24M 0% Dec 2023
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Covenant Partners 203k $24M 1% Dec 2023
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M^T Bank Corporation 202k $23M -1% Dec 2023
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LPWM 197k $24M 2% Mar 2024
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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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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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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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Stifel Financial 128k $15M -2% Dec 2023
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LBJ Family Wealth Advisors 125k $15M -4% Dec 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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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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Wealth Enhancement Advisory Services 108k $14M -6% Mar 2024
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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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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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Occidental Asset Management 83k $11M 2% Mar 2024
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Nuance Investments 82k $9.5M -13% 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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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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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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Integrys Wealth Advisors 60k $7.6M 3% Mar 2024
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Kennedy Capital Management 60k $6.9M 163% 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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CWM 56k $7.1M 16% Mar 2024
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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 $6.5M 0% Mar 2024
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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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Processus Wealth & Capital Management 48k $6.0M 26% Mar 2024
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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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Powell Investment Advisors 47k $5.9M -2% Mar 2024
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Earnest Partners 46k $5.4M 84% Dec 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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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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Amarillo National Bank 38k $4.4M 0% Dec 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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Investment Partners 36k $4.6M 1% Mar 2024
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Vance Wealth 36k $4.2M 17% Dec 2023
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Mather Group 36k $4.1M -3% Mar 2024
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EP Wealth Advisors 35k $4.1M 1% Dec 2023
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Great Valley Advisor Group 34k $4.0M 3% Dec 2023
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Bank of New York Mellon 34k $4.0M -8% Dec 2023
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Orion Portfolio Solutions 34k $3.9M 280% Dec 2023
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EisnerAmper Wealth Management Corporate Benefits 33k $3.9M -4% Dec 2023
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Falcon Wealth Planning 33k $4.1M -3% Mar 2024
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Modera Wealth Management 33k $3.8M -1% Dec 2023
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Kingdom Financial Group 32k $3.7M -6% Dec 2023
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Adviser Investments 31k $3.6M -1% Dec 2023
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T. Rowe Price Associates 31k $3.6M 0% Dec 2023
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Auour Investments 31k $3.5M 2% Dec 2023
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FMA Wealth Management 31k $3.5M 100% Dec 2023
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HBK Sorce Advisory 30k $3.5M 0% Dec 2023
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Regions Bank 30k $3.5M 2% Dec 2023
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Ark & Tlk Investments 30k $3.5M 100% Dec 2023
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Pathstone Holdings 29k $3.4M 100% Dec 2023
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Tradition Wealth Management 29k $3.2M 0% Dec 2023
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Northeast Financial Consultants 28k $3.2M 0% Dec 2023
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Connecticut Wealth Management 28k $3.2M -2% Dec 2023
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William Blair $ Company 27k $3.2M 0% Dec 2023
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Atria Investments 27k $3.2M -1% Dec 2023
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Bridges Investment Management 27k $3.1M -70% Dec 2023
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Park Avenue Securities 27k $3.3M 22% Mar 2024
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Sage Financial 26k $3.1M 0% Dec 2023
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Platte River Wealth Advisors 26k $3.0M 0% Dec 2023
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Meeder Asset Management 25k $2.9M 8% Dec 2023
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Condor Capital Management 25k $2.9M -1% Dec 2023
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National Asset Management 25k $2.9M -18% Dec 2023
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Harbor Investment Advisory 24k $3.0M 0% Mar 2024
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City Holding 24k $3.0M 0% Mar 2024
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Noble Family Wealth 23k $2.9M 0% Mar 2024
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First Pacific Financial 23k $2.7M 19% Dec 2023
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Global Retirement Partners 22k $2.5M -4% Dec 2023
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Natixis Asset Management Advisors 18k $2.0M -39% 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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Who sold out of iShares Russell Midcap Value Index?

Fund or Company Name Date Sold Shares Held Valued At
GenWealth Group Dec 2023 126k $15M