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
Download as csv

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 |
---|---|---|---|---|---|
Bishop & Co Investment Management | 25M | $225M | 10840% | Jun 2023 |
|
Tiaa | 13M | $1.4B | 1% | Jun 2023 |
|
Morgan Stanley | 7.9M | $871M | -1% | Jun 2023 |
|
Jones Financial Companies, L.L | 6.9M | $759M | 5% | Jun 2023 |
|
Wells Fargo & Company | 4.9M | $535M | -20% | Jun 2023 |
|
Envestnet Asset Management | 4.3M | $474M | 15% | Jun 2023 |
|
Us Bancorp | 4.0M | $442M | -1% | Jun 2023 |
|
Bank of America Corporation | 3.8M | $423M | -4% | Jun 2023 |
|
Commerce Bank N A | 2.9M | $316M | -3% | Jun 2023 |
|
Commonwealth Equity Services | 2.4M | $259M | 0% | Jun 2023 |
|
FMR | 2.3M | $247M | -8% | Jun 2023 |
|
Betterment | 2.2M | $240M | -1% | Jun 2023 |
|
Royal Bank of Canada | 2.0M | $221M | 18% | Jun 2023 |
|
Victory Capital Management | 1.8M | $197M | -13% | Jun 2023 |
|
UBS Group | 1.8M | $195M | -4% | Jun 2023 |
|
Pnc Financial Services | 1.8M | $195M | -4% | Jun 2023 |
|
American Century Companies | 1.5M | $169M | -47% | Jun 2023 |
|
First Citizens Bank & Trust | 1.5M | $164M | 35% | Jun 2023 |
|
Ameriprise Financial | 1.5M | $164M | -2% | Jun 2023 |
|
ZB | 1.3M | $145M | 11% | Jun 2023 |
|
Advisor Group Holdings | 1.2M | $129M | 9% | Jun 2023 |
|
LPL Financial | 895k | $98M | -1% | Jun 2023 |
|
Cassaday & Co Wealth Management | 868k | $95M | 1% | Jun 2023 |
|
Jpmorgan Chase & Co | 695k | $76M | 6% | Jun 2023 |
|
Stephens | 693k | $76M | 3% | Jun 2023 |
|
Stephens Group Asset Management | 660k | $73M | 6% | Jun 2023 |
|
Branch Banking & Trust Company | 634k | $70M | -1% | Jun 2023 |
|
AE Wealth Management | 563k | $62M | -5% | Jun 2023 |
|
Equitable Holdings | 552k | $61M | -4% | Jun 2023 |
|
Heritage Wealth Advisors | 470k | $52M | 1% | Jun 2023 |
|
Raymond James Financial Services Advisors | 424k | $47M | -27% | Jun 2023 |
|
Amg National Trust Bank | 377k | $41M | -4% | Jun 2023 |
|
One Capital Management | 360k | $40M | 7% | Jun 2023 |
|
Synovus Financial Corp. | 352k | $39M | -1% | Jun 2023 |
|
Windsor Group | 311k | $34M | -4% | Jun 2023 |
|
Chicago Partners Investment | 308k | $35M | -2% | Jun 2023 |
|
Northwestern Mutual Wealth Management Company | 301k | $33M | 0% | Jun 2023 |
|
Mariner Wealth Advisors | 288k | $32M | -1% | Jun 2023 |
|
Wescott Financial Advisory Group | 281k | $31M | 4% | Jun 2023 |
|
Vaughan Nelson Investment Management | 264k | $29M | 18% | Jun 2023 |
|
Cedar Mountain Advisors | 244k | $27M | 0% | Jun 2023 |
|
Kestra Advisory Services | 215k | $24M | -6% | Jun 2023 |
|
M^T Bank Corporation | 210k | $23M | -1% | Jun 2023 |
|
Keybank National Association | 209k | $23M | -1% | Jun 2023 |
|
Amerivest Investment Management | 205k | $23M | -31% | Jun 2023 |
|
Honkamp Krueger Financial Services | 197k | $22M | 6% | Jun 2023 |
|
Covenant Partners | 194k | $21M | 4% | Jun 2023 |
|
LPWM | 188k | $21M | 7% | Jun 2023 |
|
Baird Financial | 176k | $19M | 2% | Jun 2023 |
|
Fifth Third Bancorp | 171k | $19M | -3% | Jun 2023 |
|
Hapanowicz & Associates Financial Services | 164k | $18M | -4% | Jun 2023 |
|
Rodgers & Associates | 158k | $17M | 2% | Jun 2023 |
|
Raymond James & Associates | 158k | $17M | -21% | Jun 2023 |
|
Forte Capital | 158k | $17M | -3% | Jun 2023 |
|
Asset Managment | 157k | $17M | -1% | Jun 2023 |
|
Financial Network Investment Corporation | 151k | $17M | 8% | Jun 2023 |
|
Sei Investments | 149k | $16M | -37% | Jun 2023 |
|
Twin Focus Capital Partners | 147k | $16M | -2% | Jun 2023 |
|
Atlantic Trust | 146k | $16M | 0% | Jun 2023 |
|
Rockefeller Capital Management | 142k | $16M | 13% | Jun 2023 |
|
RTD Financial Advisors | 139k | $15M | 2% | Jun 2023 |
|
Warren Averett Asset Management | 138k | $15M | -1% | Jun 2023 |
|
LBJ Family Wealth Advisors | 132k | $15M | -1% | Jun 2023 |
|
Stifel Financial | 132k | $15M | 2% | Jun 2023 |
|
HighTower Advisors | 131k | $14M | 3% | Jun 2023 |
|
Cambridge Investment Research Advisors | 129k | $14M | -1% | Jun 2023 |
|
H D Vest Advisory Services | 126k | $14M | 5% | Jun 2023 |
|
Hsbc Holdings | 123k | $14M | -2% | Jun 2023 |
|
Umb Bank N A | 121k | $13M | -3% | Jun 2023 |
|
GenWealth Group | 120k | $13M | 100% | Jun 2023 |
|
Bartlett & Co. | 119k | $13M | 6% | Jun 2023 |
|
GW & Wade | 118k | $13M | -2% | Jun 2023 |
|
Badgley Phelps Wealth Managers | 115k | $13M | 5% | Jun 2023 |
|
EP Wealth Advisors | 114k | $3.6M | 401% | Jun 2023 |
|
Goss Wealth Management | 114k | $13M | -13% | Jun 2023 |
|
Churchill Management Corp. | 113k | $12M | -4% | Jun 2023 |
|
Northern Trust | 111k | $12M | -5% | Jun 2023 |
|
Sawtooth Asset Management | 111k | $12M | 58% | Jun 2023 |
|
Bank Of Oklahoma National Association / | 110k | $12M | -4% | Jun 2023 |
|
Goldman Sachs Group | 108k | $12M | -11% | Jun 2023 |
|
FSA Wealth Management | 108k | $12M | 2% | Jun 2023 |
|
Captrust Financial Advisors | 105k | $12M | 2% | Jun 2023 |
|
Fifth Third Securities | 101k | $11M | 4% | Jun 2023 |
|
Creative Planning | 101k | $11M | 9% | Jun 2023 |
|
TCG Advisory Services | 100k | $11M | 0% | Jun 2023 |
|
Bridges Investment Management | 93k | $10M | 0% | Jun 2023 |
|
JMG Financial Group | 89k | $9.8M | -1% | Jun 2023 |
|
Johnson Investment Counsel | 88k | $9.7M | 0% | Jun 2023 |
|
Steward Partners Investment Advisory | 88k | $9.6M | -5% | Jun 2023 |
|
Moneta Group Investment Advisors | 87k | $9.5M | 3% | Jun 2023 |
|
XML Financial | 86k | $9.4M | 1% | Jun 2023 |
|
Anchor Capital Advisors | 85k | $9.3M | -27% | Jun 2023 |
|
Prudential Financial | 83k | $9.1M | 2% | Jun 2023 |
|
Kestra Private Wealth Services | 82k | $8.9M | 8% | Jun 2023 |
|
Etfidea | 81k | $8.9M | 0% | Jun 2023 |
|
Bank Of Montreal | 80k | $8.7M | -4% | Jun 2023 |
|
FTB Advisors | 79k | $8.7M | -1% | Jun 2023 |
|
First Citizens Asset Management | 78k | $8.5M | 47% | Jun 2023 |
|
Principal Financial Group | 77k | $8.4M | -21% | Jun 2023 |
|
First Republic Investment Management | 76k | $8.3M | -58% | Jun 2023 |
|
Tower Research Capital | 76k | $8.3M | 77768% | Jun 2023 |
|
Financial Planning & Information Services | 74k | $8.1M | -2% | Jun 2023 |
|
Savant Capital Management | 72k | $7.9M | 0% | Jun 2023 |
|
Mml Investors Services | 70k | $7.7M | -4% | Jun 2023 |
|
Janney Montgomery Scott | 68k | $7.5M | -23% | Jun 2023 |
|
Wilbanks Smith & Thomas Asset Management | 67k | $7.3M | -2% | Jun 2023 |
|
Citadel Advisors | 67k | $7.3M | 941% | Jun 2023 |
|
MAI Wealth Advisors | 66k | $7.2M | -1% | Jun 2023 |
|
Private Advisor | 64k | $7.2M | -3% | Jun 2023 |
|
Occidental Asset Management | 63k | $6.9M | 4% | Jun 2023 |
|
Taddei, Ludwig & Associates | 62k | $6.8M | 1% | Jun 2023 |
|
Integrys Wealth Advisors | 59k | $6.5M | -2% | Jun 2023 |
|
Simplicity Wealth | 58k | $6.3M | -2% | Jun 2023 |
|
NewEdge Wealth | 58k | $6.3M | -1% | Jun 2023 |
|
Susquehanna International | 55k | $6.0M | -11% | Jun 2023 |
|
CB^T Wealth Management | 52k | $5.7M | 7% | Jun 2023 |
|
McAdam | 52k | $5.7M | 1% | Jun 2023 |
|
Southern Wealth Management | 52k | $5.5M | 7% | Mar 2023 |
|
Bleakley Financial Group | 51k | $5.6M | -6% | Jun 2023 |
|
Accredited Investors | 51k | $5.6M | -1% | Jun 2023 |
|
James J. Burns & Company | 49k | $5.4M | -1% | Jun 2023 |
|
Leeward Investments, LLC - MA | 49k | $5.4M | -18% | Jun 2023 |
|
Pinnacle Financial Partners | 48k | $5.3M | 6% | Jun 2023 |
|
Thompson, Siegel, & Walmsley | 48k | $5.3M | -31% | Jun 2023 |
|
German American Bancorp | 46k | $5.0M | 3% | Jun 2023 |
|
Powell Investment Advisors | 46k | $5.0M | -13% | Jun 2023 |
|
Farmers & Merchants Investment | 45k | $5.0M | -2% | Jun 2023 |
|
Multi-Financial Securities | 44k | $4.9M | -4% | Jun 2023 |
|
Cetera Investment Advisers | 44k | $4.8M | -9% | Jun 2023 |
|
Glenmede Trust Company | 43k | $4.6M | 0% | Jun 2023 |
|
CWM | 43k | $4.7M | -15% | Jun 2023 |
|
Evergreen Capital Management | 42k | $4.6M | 4% | Jun 2023 |
|
Conning | 40k | $4.4M | 12% | Jun 2023 |
|
Community Bank | 39k | $4.3M | -2% | Jun 2023 |
|
Atria Wealth Solutions | 38k | $4.2M | 7% | Jun 2023 |
|
Amarillo National Bank | 38k | $4.2M | 0% | Jun 2023 |
|
Peapack Gladstone Financial Corp | 38k | $4.2M | -16% | Jun 2023 |
|
Emerald Investment Partners | 37k | $4.1M | 12% | Jun 2023 |
|
Mather Group | 36k | $4.0M | 0% | Jun 2023 |
|
Bank of New York Mellon | 36k | $3.9M | -18% | Jun 2023 |
|
RWM Asset Management | 35k | $4.0M | -2% | Jun 2023 |
|
Whitaker-Myers Wealth Managers | 35k | $3.8M | 22% | Jun 2023 |
|
Investment Partners | 34k | $3.7M | 0% | Jun 2023 |
|
Modera Wealth Management | 33k | $3.6M | 1497% | Jun 2023 |
|
Great Valley Advisor Group | 33k | $3.6M | 1% | Jun 2023 |
|
Condor Capital Management | 33k | $3.6M | 1% | Jun 2023 |
|
HBK Sorce Advisory | 33k | $3.6M | -1% | Jun 2023 |
|
Kingdom Financial Group | 33k | $3.6M | 100% | Jun 2023 |
|
Parsec Financial Management | 32k | $3.4M | -3% | Mar 2023 |
|
Adviser Investments | 31k | $3.4M | 100% | Jun 2023 |
|
Natixis Asset Management Advisors | 31k | $3.3M | -3% | Jun 2023 |
|
Vance Wealth | 30k | $3.3M | -12% | Jun 2023 |
|
Regions Bank | 30k | $3.3M | -32% | Jun 2023 |
|
William Blair $ Company | 28k | $3.1M | -26% | Jun 2023 |
|
Change Path | 23k | $2.6M | -39% | Jun 2023 |
|
Connecticut Wealth Management | 24k | $2.6M | -52% | Jun 2023 |
|
Brown Advisory Holdings Incorporated | 21k | $2.3M | -87% | Jun 2023 |
|
Lincoln National | 17k | $1.9M | -75% | Jun 2023 |
|
RPg Family Wealth Advisory | 11k | $1.2M | -68% | Jun 2023 |
|
BEAM Asset Management | 7.7k | $850k | -87% | Jun 2023 |
|
Arcadia Wealth Management | 6.4k | $702k | -87% | Jun 2023 |
|
Who sold out of iShares Russell Midcap Value Index?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Cowa | Mar 2023 | 123k | $970.214800 |
Bellwether Advisors | Mar 2023 | 98k | $10M |
Polaris Wealth Advisers | Mar 2023 | 85k | $9.1M |
Strategic Equity Management | Mar 2023 | 76k | $8.0M |
Chicago Wealth Management | Mar 2023 | 41k | $4.3M |
Midwest Professional Planners | Mar 2023 | 35k | $3.7M |