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 |
|---|---|---|---|---|---|
| Morgan Stanley | 8.1M | $1.2B | 0% | Mar 2026 |
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| Jones Financial Companies, L.L | 7.0M | $1.2B | -9% | Jun 2026 |
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| Wells Fargo & Company | 3.6M | $597M | -8% | Jun 2026 |
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| Bank of America Corporation | 3.5M | $575M | -2% | Jun 2026 |
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| Tiaa-cref Individual & Institutional Services | 2.7M | $450M | 2% | Jun 2026 |
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| Envestnet Portfolio Solutions | 2.5M | $415M | -9% | Jun 2026 |
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| First Citizens Bank & Trust | 2.4M | $397M | -10% | Jun 2026 |
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| Royal Bank of Canada | 2.2M | $358M | -8% | Jun 2026 |
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| Us Bancorp | 2.0M | $327M | -5% | Jun 2026 |
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| FMR | 1.9M | $316M | -1% | Jun 2026 |
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| Commerce Bank N A | 1.9M | $315M | -3% | Jun 2026 |
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| Commonwealth Equity Services | 1.9M | $308M | 0% | Jun 2026 |
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| UBS Group | 1.7M | $278M | -5% | Jun 2026 |
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| Betterment | 1.4M | $228M | -6% | Jun 2026 |
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| Pnc Financial Services | 1.2M | $202M | -2% | Jun 2026 |
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| LPL Financial | 1.2M | $201M | -2% | Jun 2026 |
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| Cassaday & Co Wealth Management | 1.0M | $172M | 2% | Jun 2026 |
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| Ameriprise Financial | 1.0M | $169M | 3% | Jun 2026 |
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| Zions Bancorporation, National Association | 941k | $155M | -1% | Jun 2026 |
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| Envestnet Asset Management | 838k | $138M | -11% | Jun 2026 |
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| Vantagepoint Investment Advisers | 761k | $125M | -1% | Jun 2026 |
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| Jpmorgan Chase & Co | 760k | $125M | 100% | Jun 2026 |
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| Stephens Group Asset Management | 710k | $117M | 0% | Jun 2026 |
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| Stephens | 670k | $110M | -2% | Jun 2026 |
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| Raymond James Financial | 641k | $106M | -1% | Jun 2026 |
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| Heritage Wealth Advisors | 535k | $88M | -2% | Jun 2026 |
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| Cetera Investment Advisers | 449k | $74M | 4% | Jun 2026 |
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| Money Concepts Capital Corp | 443k | $73M | 3% | Jun 2026 |
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| Branch Banking & Trust Company | 433k | $71M | -1% | Jun 2026 |
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| AE Wealth Management | 368k | $61M | -3% | Jun 2026 |
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| Amg National Trust Bank | 309k | $51M | -2% | Jun 2026 |
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| Lido Advisors | 309k | $51M | -4% | Jun 2026 |
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| Mariner Wealth Advisors | 299k | $49M | 2% | Jun 2026 |
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| Bp Wealth Management | 276k | $46M | 6% | Jun 2026 |
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| Cedar Mountain Advisors | 253k | $42M | 0% | Jun 2026 |
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| Chicago Partners Investment | 251k | $41M | -2% | Jun 2026 |
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| GLOBALT Investments LLC / GA | 246k | $41M | -3% | Jun 2026 |
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| Colony | 243k | $40M | 1% | Jun 2026 |
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| Anchor Capital Advisors | 237k | $39M | -15% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 228k | $38M | -6% | Jun 2026 |
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| HighTower Advisors | 220k | $36M | 1% | Jun 2026 |
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| Advisor Group Holdings | 217k | $36M | 7% | Jun 2026 |
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| LPWM | 216k | $36M | -5% | Jun 2026 |
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| Tiaa Trust, National Association | 214k | $35M | -1% | Jun 2026 |
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| Fifth Third Bancorp | 203k | $33M | -1% | Jun 2026 |
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| Keybank National Association | 196k | $32M | -1% | Jun 2026 |
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| Thompson, Siegel, & Walmsley | 194k | $32M | -12% | Jun 2026 |
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| Baird Financial | 184k | $30M | 9% | Jun 2026 |
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| Badgley Phelps Wealth Managers | 181k | $30M | 2% | Jun 2026 |
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| CIBC Bancorp USA | 179k | $29M | 9% | Jun 2026 |
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| Goldman Sachs Group | 177k | $29M | -9% | Jun 2026 |
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| Natixis Asset Management Advisors | 177k | $29M | -32% | Jun 2026 |
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| SRS Capital Advisors | 175k | $29M | 37% | Jun 2026 |
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| Wescott Financial Advisory Group | 175k | $29M | -3% | Jun 2026 |
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| Rockefeller Capital Management | 175k | $29M | -2% | Jun 2026 |
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| Moneta Group Investment Advisors | 173k | $28M | -3% | Jun 2026 |
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| Rodgers & Associates | 171k | $25M | -2% | Mar 2026 |
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| Kestra Advisory Services | 169k | $28M | -1% | Jun 2026 |
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| Parkway Wealth Management Group | 166k | $27M | 0% | Jun 2026 |
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| First Citizens Asset Management | 165k | $27M | 0% | Jun 2026 |
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| Pinnacle Financial Partners | 152k | $25M | 0% | Jun 2026 |
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| M^T Bank Corporation | 151k | $25M | -1% | Jun 2026 |
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| Asset Managment | 150k | $25M | -1% | Jun 2026 |
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| RTD Financial Advisors | 144k | $24M | 0% | Jun 2026 |
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| Stifel Financial | 140k | $23M | -1% | Jun 2026 |
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| CI Private Wealth | 138k | $23M | 5% | Jun 2026 |
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| Captrust Financial Advisors | 132k | $22M | 3% | Jun 2026 |
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| Creative Planning | 131k | $22M | -2% | Jun 2026 |
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| LBJ Family Wealth Advisors | 125k | $21M | -1% | Jun 2026 |
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| Prosperity Consulting Group | 124k | $20M | 9% | Jun 2026 |
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| Steward Partners Investment Advisory | 122k | $20M | 1% | Jun 2026 |
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| Sterling Capital Management | 119k | $20M | -5% | Jun 2026 |
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| Hsbc Holdings | 115k | $19M | 3% | Jun 2026 |
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| Fifth Third Securities | 114k | $19M | -3% | Jun 2026 |
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| Evergreen Capital Management | 112k | $19M | 8% | Jun 2026 |
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| Honkamp Krueger Financial Services | 111k | $18M | -2% | Jun 2026 |
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| Warren Averett Asset Management | 107k | $18M | -1% | Jun 2026 |
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| Kingdom Financial Group | 98k | $16M | -1% | Jun 2026 |
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| Northern Trust | 98k | $16M | -16% | Jun 2026 |
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| First Horizon National Corp | 95k | $16M | 2% | Jun 2026 |
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| MAI Wealth Advisors | 95k | $16M | 7% | Jun 2026 |
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| Bishop & Co Investment Management | 93k | $15M | 0% | Jun 2026 |
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| Occidental Asset Management | 93k | $15M | -1% | Jun 2026 |
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| Bank Of Oklahoma National Association / | 89k | $15M | 0% | Jun 2026 |
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| Bank Of Montreal | 85k | $12M | 100% | Mar 2026 |
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| Johnson Investment Counsel | 84k | $14M | -1% | Jun 2026 |
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| Goss Wealth Management | 84k | $14M | -2% | Jun 2026 |
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| Kestra Private Wealth Services | 84k | $14M | 2% | Jun 2026 |
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| Savant Capital Management | 82k | $14M | 1% | Jun 2026 |
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| Hartland & Co | 82k | $13M | -1% | Jun 2026 |
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| Moran Wealth Management | 78k | $13M | 3174% | Jun 2026 |
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| Pathstone Holdings | 78k | $13M | 194% | Jun 2026 |
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| LifeWealth Investments | 77k | $13M | 0% | Jun 2026 |
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| One Capital Management | 77k | $11M | 0% | Jun 2026 |
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| Taddei, Ludwig & Associates | 75k | $12M | 0% | Jun 2026 |
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| Bartlett & Co. Wealth Management | 74k | $12M | 0% | Jun 2026 |
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| JMG Financial Group | 74k | $12M | 0% | Jun 2026 |
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| CWM | 71k | $10M | -4% | Mar 2026 |
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| Sentinel Advisory Group | 69k | $11M | 100% | Jun 2026 |
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| XML Financial | 68k | $11M | 0% | Jun 2026 |
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| Mml Investors Services | 68k | $11M | 2% | Jun 2026 |
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| Twin Focus Capital Partners | 67k | $11M | 3% | Jun 2026 |
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| Bank of New York Mellon | 67k | $11M | -13% | Jun 2026 |
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| MidFirst Bank | 63k | $10M | -1% | Jun 2026 |
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| CB^T Wealth Management | 62k | $10M | -10% | Jun 2026 |
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| Howard Bailey Securities | 62k | $10M | -5% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 60k | $10M | 100% | Jun 2026 |
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| Conning | 60k | $9.8M | 0% | Jun 2026 |
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| Park Avenue Securities | 56k | $9.2M | -11% | Jun 2026 |
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| Legacy Edge Advisors | 56k | $9.2M | -1% | Jun 2026 |
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| Sanctuary Advisors | 56k | $9.1M | 1% | Jun 2026 |
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| Summit Wealth Group Llc / Co | 55k | $9.1M | 9% | Jun 2026 |
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| Umb Bank N A | 55k | $9.0M | -5% | Jun 2026 |
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| Franklin Resources | 54k | $8.9M | 713% | Jun 2026 |
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| Inlight Wealth Management | 54k | $8.9M | 0% | Jun 2026 |
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| Assetmark | 54k | $8.8M | 36% | Jun 2026 |
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| Powell Investment Advisors | 53k | $8.8M | 1% | Jun 2026 |
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| Integrys Wealth Advisors | 53k | $8.7M | 0% | Jun 2026 |
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| Mill Creek Capital Advisors | 53k | $7.7M | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 52k | $8.5M | 3% | Jun 2026 |
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| Integrated Wealth Concepts | 49k | $8.1M | 104% | Jun 2026 |
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| HPM Partners | 48k | $7.8M | 32% | Jun 2026 |
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| Sowell Financial Services | 47k | $7.8M | -6% | Jun 2026 |
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| James J. Burns & Company | 47k | $7.8M | -3% | Jun 2026 |
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| Processus Wealth & Capital Management | 47k | $7.7M | 1% | Jun 2026 |
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| Ticino Wealth | 46k | $7.6M | 19% | Jun 2026 |
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| Modera Wealth Management | 46k | $7.6M | -3% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 46k | $7.5M | -31% | Jun 2026 |
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| Bleakley Financial Group | 45k | $7.3M | 0% | Jun 2026 |
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| Farther Finance Advisors | 44k | $7.2M | 132% | Jun 2026 |
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| Farmers & Merchants Investment | 43k | $7.1M | 0% | Jun 2026 |
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| Accredited Investors | 43k | $7.1M | -8% | Jun 2026 |
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| Arcadia Wealth Management | 43k | $7.0M | 3% | Jun 2026 |
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| Equitable Holdings | 42k | $7.0M | -90% | Jun 2026 |
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| Whitaker-Myers Wealth Managers | 41k | $6.8M | 1% | Jun 2026 |
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| Susquehanna International | 41k | $6.7M | -20% | Jun 2026 |
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| Midwest Trust | 41k | $6.7M | 7% | Jun 2026 |
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| Mullaney, Keating & Wright | 40k | $6.6M | -1% | Jun 2026 |
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| Aldebaran Capital | 40k | $6.5M | -1% | Jun 2026 |
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| Montgomery Financial Services | 40k | $6.5M | 100% | Jun 2026 |
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| Mercer Global Advisors | 39k | $6.4M | 12% | Jun 2026 |
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| NewEdge Wealth | 39k | $6.4M | 0% | Jun 2026 |
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| Mather Group | 39k | $6.4M | 4% | Jun 2026 |
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| Key Capital Management | 39k | $6.4M | 24% | Jun 2026 |
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| Investment Partners | 39k | $6.4M | 3% | Jun 2026 |
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| EP Wealth Advisors | 39k | $6.3M | 0% | Jun 2026 |
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| Ubs Global Asset Management Americas | 38k | $6.2M | -6% | Jun 2026 |
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| First Merchants Bank, National Association | 38k | $6.2M | 6% | Jun 2026 |
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| Regions Bank | 37k | $6.1M | 3% | Jun 2026 |
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| Simplicity Wealth | 37k | $6.0M | -5% | Jun 2026 |
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| McAdam | 34k | $5.6M | -21% | Jun 2026 |
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| Private Advisor | 31k | $5.1M | -44% | Jun 2026 |
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| Advisors Preferred | 30k | $4.9M | -23% | Jun 2026 |
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| Hanna Zanoni | 27k | $4.5M | -35% | Jun 2026 |
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| Earnest Partners | 27k | $4.5M | -56% | Jun 2026 |
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| Kennedy Capital Management | 21k | $3.4M | -45% | Jun 2026 |
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| Kmg Fiduciary Partners | 18k | $2.9M | -65% | Jun 2026 |
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| Victory Capital Management | 13k | $2.2M | -70% | Jun 2026 |
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| Hanson McClain Advisors | 4.7k | $781k | -96% | Jun 2026 |
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| Lloyd Advisory Services | 4.3k | $712k | -96% | Jun 2026 |
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Who sold out of iShares Russell Midcap Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Pacific Life Fund Advisors | Mar 2026 | 607k | $88M |
| Proficio Capital Partners | Mar 2026 | 358k | $52M |
| Bnp Paribas Arbitrage, Snc | Mar 2026 | 296k | $43M |
| Monument Capital Management | Mar 2026 | 46k | $6.7M |