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