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 | 7.9M | $958M | 0% | Jun 2024 |
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| Tiaa Trust, National Association | 4.6M | $558M | -63% | Jun 2024 |
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| Envestnet Portfolio Solutions | 4.1M | $501M | 2% | Jun 2024 |
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| Us Bancorp | 4.1M | $494M | 0% | Jun 2024 |
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| Wells Fargo & Company | 3.9M | $467M | -2% | Jun 2024 |
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| Bank of America Corporation | 3.7M | $450M | -15% | Jun 2024 |
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| Royal Bank of Canada | 3.1M | $375M | 13% | Jun 2024 |
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| First Citizens Bank & Trust | 2.6M | $339M | -12% | Sep 2024 |
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| Commerce Bank N A | 2.4M | $294M | -4% | Jun 2024 |
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| Commonwealth Equity Services | 2.1M | $274M | -7% | Sep 2024 |
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| Pnc Financial Services | 1.5M | $182M | -2% | Jun 2024 |
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| Victory Capital Management | 1.2M | $147M | 1% | Jun 2024 |
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| ZB | 1.1M | $133M | -15% | Jun 2024 |
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| Cassaday & Co Wealth Management | 930k | $112M | 2% | Jun 2024 |
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| LPL Financial | 878k | $106M | 4% | Jun 2024 |
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| Stephens | 820k | $99M | 0% | Jun 2024 |
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| Envestnet Asset Management | 794k | $96M | -7% | Jun 2024 |
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| Jpmorgan Chase & Co | 708k | $86M | -3% | Jun 2024 |
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| Stephens Group Asset Management | 670k | $89M | -1% | Sep 2024 |
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| Raymond James Financial Services Advisors | 549k | $73M | -6% | Sep 2024 |
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| Branch Banking & Trust Company | 548k | $66M | -2% | Jun 2024 |
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| Equitable Holdings | 491k | $59M | -2% | Jun 2024 |
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| Heritage Wealth Advisors | 481k | $58M | 2% | Jun 2024 |
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| Amg National Trust Bank | 362k | $44M | 2% | Jun 2024 |
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| Wolverine Trading | 350k | $42M | 100% | Jun 2024 |
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| One Capital Management | 342k | $41M | -14% | Jun 2024 |
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| Anchor Capital Advisors | 342k | $41M | 139% | Jun 2024 |
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| CI Private Wealth | 320k | $39M | 9% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 317k | $38M | 3% | Jun 2024 |
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| Chicago Partners Investment | 296k | $38M | -3% | Jun 2024 |
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| Cetera Investment Advisers | 291k | $35M | -1% | Jun 2024 |
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| AE Wealth Management | 285k | $34M | 1% | Jun 2024 |
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| Mariner Wealth Advisors | 276k | $33M | -1% | Jun 2024 |
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| GLOBALT Investments LLC / GA | 275k | $33M | 1% | Jun 2024 |
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| Wescott Financial Advisory Group | 272k | $33M | -4% | Jun 2024 |
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| Cedar Mountain Advisors | 249k | $33M | 0% | Sep 2024 |
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| Colony | 237k | $29M | 98% | Jun 2024 |
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| Natixis Asset Management Advisors | 237k | $29M | 962% | Jun 2024 |
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| Hsbc Holdings | 234k | $28M | 96% | Jun 2024 |
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| LPWM | 204k | $27M | 2% | Sep 2024 |
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| Keybank National Association | 203k | $25M | -1% | Jun 2024 |
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| M^T Bank Corporation | 195k | $24M | -1% | Jun 2024 |
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| Earnest Partners | 188k | $23M | 133% | Jun 2024 |
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| Thompson, Siegel, & Walmsley | 184k | $22M | 113% | Jun 2024 |
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| Covenant Partners | 183k | $22M | -6% | Jun 2024 |
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| Kestra Advisory Services | 177k | $21M | 1% | Jun 2024 |
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| Hapanowicz & Associates Financial Services | 171k | $21M | 2% | Jun 2024 |
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| Raymond James & Associates | 169k | $22M | 2% | Sep 2024 |
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| Moneta Group Investment Advisors | 161k | $20M | -1% | Jun 2024 |
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| Rockefeller Capital Management | 160k | $19M | 1% | Jun 2024 |
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| Badgley Phelps Wealth Managers | 158k | $21M | 2% | Sep 2024 |
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| Rodgers & Associates | 156k | $21M | 4% | Sep 2024 |
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| HighTower Advisors | 153k | $19M | 4% | Jun 2024 |
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| Asset Managment | 153k | $18M | -1% | Jun 2024 |
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| International Assets Investment Management | 147k | $1.1M | 1813% | Sep 2024 |
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| First Citizens Asset Management | 143k | $17M | -25% | Jun 2024 |
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| RTD Financial Advisors | 143k | $17M | 1% | Jun 2024 |
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| Bishop & Co Investment Management | 139k | $17M | 0% | Jun 2024 |
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| Atlantic Trust | 139k | $17M | -2% | Jun 2024 |
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| Fifth Third Bancorp | 133k | $18M | -2% | Sep 2024 |
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| Stifel Financial | 131k | $16M | 2% | Jun 2024 |
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| LBJ Family Wealth Advisors | 129k | $16M | 0% | Sep 2024 |
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| Captrust Financial Advisors | 126k | $15M | -16% | Jun 2024 |
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| H D Vest Advisory Services | 122k | $15M | 6% | Jun 2024 |
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| TCG Advisory Services | 119k | $14M | 9% | Jun 2024 |
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| Strategic Financial Concepts | 112k | $34M | 100% | Jun 2024 |
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| Goldman Sachs Group | 112k | $14M | -18% | Jun 2024 |
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| Steward Partners Investment Advisory | 112k | $14M | 1% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 108k | $13M | 0% | Jun 2024 |
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| Brian McDonald | 106k | $13M | -7% | Jun 2024 |
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| Fifth Third Securities | 104k | $14M | -1% | Sep 2024 |
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| Umb Bank N A | 98k | $13M | -6% | Sep 2024 |
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| Creative Planning | 94k | $12M | -2% | Sep 2024 |
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| Honkamp Krueger Financial Services | 93k | $11M | -56% | Jun 2024 |
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| Prosperity Consulting Group | 93k | $12M | 39% | Sep 2024 |
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| Bartlett & Co. Wealth Management | 92k | $12M | -2% | Sep 2024 |
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| Occidental Asset Management | 88k | $12M | 0% | Sep 2024 |
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| Hartland & Co | 88k | $11M | 20519% | Jun 2024 |
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| Assetmark | 87k | $11M | -1% | Jun 2024 |
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| Johnson Investment Counsel | 84k | $10M | 0% | Jun 2024 |
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| FTB Advisors | 82k | $9.8M | 0% | Jun 2024 |
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| Accredited Investors | 81k | $9.8M | -11% | Jun 2024 |
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| JMG Financial Group | 80k | $11M | -1% | Sep 2024 |
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| Kestra Private Wealth Services | 76k | $9.2M | -6% | Jun 2024 |
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| Principal Financial Group | 71k | $8.6M | -14% | Jun 2024 |
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| MAI Wealth Advisors | 69k | $8.3M | -1% | Jun 2024 |
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| Taddei, Ludwig & Associates | 68k | $9.0M | 0% | Sep 2024 |
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| CWM | 67k | $8.9M | 10% | Sep 2024 |
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| Synovus Financial Corp. | 67k | $8.0M | -1% | Jun 2024 |
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| Savant Capital Management | 66k | $8.0M | -2% | Jun 2024 |
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| Financial Planning & Information Services | 65k | $7.8M | -1% | Jun 2024 |
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| Mill Creek Capital Advisors | 62k | $7.4M | 122% | Jun 2024 |
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| Advisors Preferred | 61k | $8.0M | 100% | Sep 2024 |
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| Bp Wealth Management | 61k | $8.0M | -74% | Sep 2024 |
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| Integrys Wealth Advisors | 61k | $8.0M | -1% | Sep 2024 |
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| Mml Investors Services | 60k | $7.2M | -13% | Jun 2024 |
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| Conning | 59k | $7.1M | 9% | Jun 2024 |
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| Sanctuary Advisors | 57k | $6.8M | 100% | Jun 2024 |
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| Pinnacle Financial Partners | 56k | $6.7M | 6% | Jun 2024 |
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| Private Advisor | 54k | $7.2M | 1% | Sep 2024 |
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| McAdam | 52k | $6.8M | -1% | Sep 2024 |
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| Goss Wealth Management | 51k | $6.2M | 8% | Jun 2024 |
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| CB^T Wealth Management | 51k | $6.7M | -4% | Sep 2024 |
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| James J. Burns & Company | 49k | $5.9M | 32% | Jun 2024 |
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| Processus Wealth & Capital Management | 48k | $5.8M | 1% | Jun 2024 |
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| Powell Investment Advisors | 47k | $5.7M | 1% | Jun 2024 |
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| Kingdom Financial Group | 47k | $5.7M | 6% | Jun 2024 |
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| Bleakley Financial Group | 47k | $6.2M | 0% | Sep 2024 |
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| Ascent Group | 47k | $5.6M | 60% | Jun 2024 |
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| German American Bancorp | 47k | $5.6M | -2% | Jun 2024 |
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| Forte Capital | 45k | $5.5M | -28% | Jun 2024 |
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| Sowell Financial Services | 45k | $5.9M | 100% | Sep 2024 |
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| Bellwether Advisors | 44k | $5.3M | 100% | Jun 2024 |
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| Farmers & Merchants Investment | 44k | $5.3M | 1% | Jun 2024 |
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| NewEdge Wealth | 43k | $5.2M | -7% | Jun 2024 |
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| Vance Wealth | 42k | $5.1M | 6% | Jun 2024 |
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| XML Financial | 42k | $5.1M | 0% | Jun 2024 |
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| Kmg Fiduciary Partners | 42k | $5.6M | 76% | Sep 2024 |
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| Susquehanna International | 40k | $4.8M | -32% | Jun 2024 |
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| Aldebaran Capital | 39k | $4.7M | -3% | Jun 2024 |
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| Summit Financial | 38k | $4.6M | 679% | Jun 2024 |
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| Janney Montgomery Scott | 38k | $4.6M | -4% | Jun 2024 |
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| Mather Group | 37k | $5.0M | 1% | Sep 2024 |
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| Amarillo National Bank | 37k | $4.5M | -1% | Jun 2024 |
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| Community Bank | 37k | $4.5M | -1% | Jun 2024 |
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| Cambridge Investment Research Advisors | 37k | $4.4M | -7% | Jun 2024 |
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| Lido Advisors | 36k | $4.4M | 1% | Jun 2024 |
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| Pathstone Holdings | 34k | $4.2M | 3% | Jun 2024 |
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| Kennedy Capital Management | 34k | $4.1M | 264% | Jun 2024 |
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| EP Wealth Advisors | 34k | $4.0M | -3% | Jun 2024 |
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| Alliancebernstein | 33k | $4.0M | 268% | Jun 2024 |
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| Great Valley Advisor Group | 33k | $3.9M | -3% | Jun 2024 |
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| Modera Wealth Management | 32k | $3.9M | -1% | Jun 2024 |
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| Peapack Gladstone Financial Corp | 32k | $3.9M | -4% | Jun 2024 |
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| Auour Investments | 32k | $3.9M | 3% | Jun 2024 |
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| Focus Financial Network | 32k | $4.0M | 1% | Jun 2024 |
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| Regions Bank | 31k | $3.8M | 5% | Jun 2024 |
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| Falcon Wealth Planning | 31k | $3.8M | -5% | Jun 2024 |
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| Adviser Investments | 31k | $3.7M | 0% | Jun 2024 |
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| T. Rowe Price Associates | 31k | $3.7M | 0% | Jun 2024 |
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| Simplicity Wealth | 30k | $4.0M | -62% | Sep 2024 |
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| Atria Wealth Solutions | 29k | $3.5M | -2% | Jun 2024 |
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| Park Avenue Securities | 29k | $3.9M | 2% | Sep 2024 |
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| Atria Investments | 29k | $3.5M | 13% | Jun 2024 |
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| Ark & Tlk Investments | 29k | $3.4M | 0% | Jun 2024 |
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| Bank of New York Mellon | 28k | $3.4M | -9% | Jun 2024 |
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| Northeast Financial Consultants | 28k | $3.4M | 0% | Jun 2024 |
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| Connecticut Wealth Management | 28k | $3.3M | 0% | Jun 2024 |
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| HBK Sorce Advisory | 27k | $3.2M | -5% | Jun 2024 |
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| National Asset Management | 21k | $2.6M | -31% | Jun 2024 |
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| Citadel Advisors | 17k | $2.1M | -42% | Jun 2024 |
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Who sold out of iShares Russell Midcap Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| FMA Wealth Management | Jun 2024 | 31k | $3.7M |