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 |
|---|---|---|---|---|---|
| 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 |