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 |
|---|---|---|---|---|---|
| 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 | 681k | $85M | 1% | Mar 2024 |
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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 | 567k | $71M | 3% | Mar 2024 |
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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 | 304k | $36M | 0% | Mar 2024 |
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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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| 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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| Pegasus Partners | 179k | $22M | 5% | Mar 2024 |
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| Kestra Advisory Services | 170k | $20M | 0% | Dec 2023 |
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| Hapanowicz & Associates Financial Services | 165k | $19M | 2% | Dec 2023 |
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| Raymond James & Associates | 164k | $21M | -27% | Mar 2024 |
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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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| 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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| RTD Financial Advisors | 142k | $18M | 5% | Mar 2024 |
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| Bishop & Co Investment Management | 139k | $18M | -40% | Mar 2024 |
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| Goldman Sachs Group | 139k | $16M | -15% | Dec 2023 |
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| Fifth Third Bancorp | 138k | $17M | -10% | Mar 2024 |
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| Rockefeller Capital Management | 136k | $16M | -2% | 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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| Hsbc Holdings | 116k | $14M | -5% | Dec 2023 |
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| Umb Bank N A | 115k | $14M | -3% | Mar 2024 |
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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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| Simplicity Wealth | 108k | $14M | 86% | Mar 2024 |
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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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| Fifth Third Securities | 104k | $13M | 0% | Mar 2024 |
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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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| 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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| FTB Advisors | 81k | $10M | -7% | Mar 2024 |
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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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| Taddei, Ludwig & Associates | 68k | $8.6M | 3% | Mar 2024 |
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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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| 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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| 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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| Conning | 54k | $6.8M | 2% | Mar 2024 |
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| McAdam | 53k | $6.7M | -4% | Mar 2024 |
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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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| Charles Schwab Investment Management | 44k | $5.1M | -26% | Dec 2023 |
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| Farmers & Merchants Investment | 43k | $5.4M | -2% | Mar 2024 |
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| Custom Index Systems | 43k | $5.0M | 100% | Dec 2023 |
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| Cambridge Investment Research Advisors | 39k | $4.9M | -7% | Mar 2024 |
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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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| Amarillo National Bank | 38k | $4.7M | 0% | Mar 2024 |
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| Atria Wealth Solutions | 37k | $4.3M | -6% | Dec 2023 |
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| James J. Burns & Company | 37k | $4.6M | -24% | Mar 2024 |
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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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| 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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| Focus Financial Network | 32k | $3.7M | 100% | Mar 2024 |
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| Adviser Investments | 31k | $3.6M | -1% | Dec 2023 |
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| Bank of New York Mellon | 31k | $3.9M | -10% | Mar 2024 |
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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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| Ark & Tlk Investments | 30k | $3.5M | 100% | Dec 2023 |
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| Regions Bank | 30k | $3.7M | -1% | Mar 2024 |
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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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| 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 | 25k | $3.2M | -2% | Mar 2024 |
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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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| Bridges Investment Management | 23k | $2.9M | -13% | Mar 2024 |
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| Alliancebernstein | 15k | $1.8M | -70% | Dec 2023 |
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| Allspring Global Investments Holdings | 12k | $1.5M | -69% | Mar 2024 |
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| Emerald Investment Partners | 2.0k | $234k | -95% | 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 |