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 |
|---|---|---|---|---|---|
| Jones Financial Companies, L.L | 9.7M | $1.4B | -3% | Dec 2025 |
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| Morgan Stanley | 8.1M | $1.2B | 0% | Mar 2026 |
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| Wells Fargo & Company | 3.9M | $573M | 0% | Mar 2026 |
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| Bank of America Corporation | 3.6M | $520M | 100% | Mar 2026 |
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| Envestnet Portfolio Solutions | 2.8M | $406M | -3% | Mar 2026 |
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| Tiaa-cref Individual & Institutional Services | 2.7M | $390M | 100% | Mar 2026 |
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| First Citizens Bank & Trust | 2.7M | $389M | -2% | Mar 2026 |
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| Royal Bank of Canada | 2.4M | $346M | -3% | Mar 2026 |
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| Us Bancorp | 2.1M | $295M | -5% | Dec 2025 |
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| Commerce Bank N A | 2.0M | $289M | 0% | Mar 2026 |
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| FMR | 1.9M | $273M | -1% | Dec 2025 |
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| Commonwealth Equity Services | 1.9M | $272M | -6% | Mar 2026 |
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| UBS Group | 1.8M | $259M | 8% | Mar 2026 |
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| Betterment | 1.6M | $219M | -3% | Dec 2025 |
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| Pnc Financial Services | 1.3M | $182M | -2% | Mar 2026 |
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| LPL Financial | 1.2M | $182M | 3% | Mar 2026 |
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| Cassaday & Co Wealth Management | 1.0M | $149M | 2% | Mar 2026 |
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| Ameriprise Financial | 993k | $145M | -10% | Mar 2026 |
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| Zions Bancorporation, National Association | 948k | $138M | 0% | Mar 2026 |
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| Envestnet Asset Management | 941k | $137M | -6% | Mar 2026 |
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| Vantagepoint Investment Advisers | 771k | $112M | -1% | Mar 2026 |
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| Stephens Group Asset Management | 714k | $104M | 0% | Mar 2026 |
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| Stephens | 684k | $100M | -19% | Mar 2026 |
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| Raymond James Financial | 652k | $92M | 12% | Dec 2025 |
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| Pacific Life Fund Advisors | 607k | $88M | -14% | Mar 2026 |
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| Heritage Wealth Advisors | 546k | $80M | 1% | Mar 2026 |
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| Branch Banking & Trust Company | 437k | $64M | -1% | Mar 2026 |
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| Cetera Investment Advisers | 431k | $63M | 0% | Mar 2026 |
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| Money Concepts Capital Corp | 430k | $63M | -6% | Mar 2026 |
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| Equitable Holdings | 407k | $57M | -1% | Mar 2026 |
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| AE Wealth Management | 380k | $55M | 1% | Mar 2026 |
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| Proficio Capital Partners | 358k | $52M | 100% | Mar 2026 |
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| Lido Advisors | 321k | $47M | 7% | Mar 2026 |
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| Amg National Trust Bank | 315k | $46M | -1% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 296k | $43M | 534% | Mar 2026 |
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| Mariner Wealth Advisors | 293k | $43M | -8% | Mar 2026 |
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| Anchor Capital Advisors | 278k | $41M | -12% | Mar 2026 |
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| Bp Wealth Management | 261k | $38M | -1% | Mar 2026 |
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| Natixis Asset Management Advisors | 259k | $38M | 81% | Mar 2026 |
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| Chicago Partners Investment | 255k | $40M | -3% | Mar 2026 |
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| Cedar Mountain Advisors | 252k | $37M | -1% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 242k | $35M | 2% | Mar 2026 |
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| Colony | 237k | $33M | 18% | Dec 2025 |
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| GLOBALT Investments LLC / GA | 235k | $33M | -1% | Dec 2025 |
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| LPWM | 227k | $33M | -2% | Mar 2026 |
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| Thompson, Siegel, & Walmsley | 222k | $32M | -7% | Mar 2026 |
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| HighTower Advisors | 219k | $32M | 0% | Mar 2026 |
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| Tiaa Trust, National Association | 217k | $32M | -94% | Mar 2026 |
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| Fifth Third Bancorp | 204k | $30M | 71% | Mar 2026 |
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| Keybank National Association | 199k | $29M | -1% | Mar 2026 |
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| Goldman Sachs Group | 195k | $29M | 67% | Mar 2026 |
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| Wescott Financial Advisory Group | 181k | $26M | -12% | Mar 2026 |
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| Badgley Phelps Wealth Managers | 179k | $26M | 4% | Mar 2026 |
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| Rockefeller Capital Management | 178k | $26M | -10% | Mar 2026 |
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| Moneta Group Investment Advisors | 178k | $26M | 0% | Mar 2026 |
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| Kestra Advisory Services | 171k | $25M | 8% | Mar 2026 |
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| Rodgers & Associates | 171k | $25M | -2% | Mar 2026 |
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| Baird Financial | 168k | $24M | 61% | Dec 2025 |
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| Parkway Wealth Management Group | 166k | $25M | -1% | Mar 2026 |
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| First Citizens Asset Management | 165k | $24M | 6% | Mar 2026 |
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| CIBC Bancorp USA | 164k | $24M | 100% | Mar 2026 |
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| Atlantic Trust | 164k | $23M | 22% | Dec 2025 |
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| Advisor Group Holdings | 161k | $23M | -32% | Dec 2025 |
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| Asset Managment | 152k | $22M | 0% | Dec 2025 |
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| M^T Bank Corporation | 152k | $22M | -4% | Mar 2026 |
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| Pinnacle Financial Partners | 145k | $20M | 100% | Dec 2025 |
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| RTD Financial Advisors | 143k | $21M | -1% | Mar 2026 |
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| Stifel Financial | 141k | $21M | 1% | Mar 2026 |
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| Creative Planning | 133k | $19M | -4% | Mar 2026 |
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| CI Private Wealth | 132k | $19M | 1% | Mar 2026 |
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| SRS Capital Advisors | 128k | $19M | -13% | Mar 2026 |
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| LBJ Family Wealth Advisors | 126k | $18M | 0% | Mar 2026 |
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| Sterling Capital Management | 126k | $18M | 10% | Mar 2026 |
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| Captrust Financial Advisors | 125k | $18M | -18% | Dec 2025 |
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| Northern Trust | 121k | $17M | 2% | Dec 2025 |
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| Steward Partners Investment Advisory | 121k | $18M | -1% | Mar 2026 |
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| Fifth Third Securities | 118k | $17M | 1% | Mar 2026 |
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| Hanson McClain Advisors | 117k | $17M | 2432% | Dec 2025 |
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| Honkamp Krueger Financial Services | 114k | $17M | 6% | Mar 2026 |
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| Prosperity Consulting Group | 113k | $17M | 2% | Mar 2026 |
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| Hsbc Holdings | 112k | $16M | 4% | Mar 2026 |
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| Warren Averett Asset Management | 108k | $15M | 2% | Dec 2025 |
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| Hanna Zanoni | 105k | $15M | 569% | Dec 2025 |
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| Evergreen Capital Management | 101k | $14M | 3% | Dec 2025 |
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| Lloyd Advisory Services | 99k | $14M | 3273% | Mar 2026 |
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| Kingdom Financial Group | 99k | $14M | 4% | Mar 2026 |
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| Brian McDonald | 94k | $13M | -5% | Dec 2025 |
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| Occidental Asset Management | 94k | $14M | 2% | Mar 2026 |
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| First Horizon National Corp | 93k | $14M | 7% | Mar 2026 |
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| Bishop & Co Investment Management | 93k | $14M | -34% | Mar 2026 |
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| Bank Of Oklahoma National Association / | 89k | $13M | -2% | Mar 2026 |
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| MAI Wealth Advisors | 89k | $13M | -4% | Mar 2026 |
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| Bank Of Montreal | 85k | $12M | 100% | Mar 2026 |
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| Johnson Investment Counsel | 85k | $12M | -2% | Mar 2026 |
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| Goss Wealth Management | 85k | $12M | 10% | Mar 2026 |
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| Hartland & Co | 83k | $12M | -2% | Mar 2026 |
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| Kestra Private Wealth Services | 82k | $12M | 3% | Mar 2026 |
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| Savant Capital Management | 81k | $12M | 0% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 79k | $11M | 72% | Dec 2025 |
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| One Capital Management | 77k | $11M | -14% | Mar 2026 |
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| LifeWealth Investments | 77k | $11M | 16% | Mar 2026 |
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| Bank of New York Mellon | 77k | $11M | 16% | Mar 2026 |
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| Taddei, Ludwig & Associates | 75k | $11M | 1% | Mar 2026 |
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| Bartlett & Co. Wealth Management | 75k | $12M | -7% | Mar 2026 |
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| JMG Financial Group | 74k | $11M | -1% | Mar 2026 |
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| CWM | 73k | $10M | 7% | Dec 2025 |
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| CB^T Wealth Management | 69k | $10M | 1% | Mar 2026 |
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| Twin Focus Capital Partners | 68k | $9.6M | 0% | Dec 2025 |
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| XML Financial | 68k | $9.9M | 0% | Mar 2026 |
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| Mml Investors Services | 67k | $9.7M | -13% | Mar 2026 |
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| Howard Bailey Securities | 65k | $9.4M | 2% | Mar 2026 |
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| MidFirst Bank | 63k | $9.2M | -3% | Mar 2026 |
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| Park Avenue Securities | 63k | $9.2M | -11% | Mar 2026 |
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| Earnest Partners | 62k | $9.0M | -70% | Mar 2026 |
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| Conning | 60k | $8.7M | 24% | Mar 2026 |
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| Wellington Management Company | 59k | $8.3M | 100% | Dec 2025 |
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| Umb Bank N A | 58k | $8.4M | -11% | Mar 2026 |
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| FineMark National Bank & Trust | 57k | $8.0M | 481% | Dec 2025 |
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| Legacy Edge Advisors | 56k | $8.2M | -2% | Mar 2026 |
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| Private Advisor | 56k | $8.1M | 2% | Mar 2026 |
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| Sanctuary Advisors | 55k | $8.0M | -1% | Mar 2026 |
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| Inlight Wealth Management | 54k | $7.9M | -1% | Mar 2026 |
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| Integrys Wealth Advisors | 53k | $7.7M | -2% | Mar 2026 |
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| Powell Investment Advisors | 53k | $7.7M | 0% | Mar 2026 |
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| Mill Creek Capital Advisors | 53k | $7.4M | -8% | Dec 2025 |
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| Summit Wealth Group Llc / Co | 51k | $7.4M | 196% | Mar 2026 |
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| Sowell Financial Services | 51k | $7.4M | 526% | Mar 2026 |
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| Kmg Fiduciary Partners | 51k | $7.4M | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 50k | $7.3M | 12% | Mar 2026 |
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| James J. Burns & Company | 48k | $7.0M | -2% | Mar 2026 |
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| Modera Wealth Management | 48k | $6.9M | -1% | Mar 2026 |
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| Accredited Investors | 47k | $6.8M | -6% | Mar 2026 |
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| Monument Capital Management | 46k | $6.7M | 100% | Mar 2026 |
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| Processus Wealth & Capital Management | 46k | $6.7M | 0% | Mar 2026 |
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| Bleakley Financial Group | 45k | $6.5M | 0% | Mar 2026 |
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| Farmers & Merchants Investment | 43k | $6.3M | 0% | Mar 2026 |
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| McAdam | 43k | $6.3M | -7% | Mar 2026 |
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| Arcadia Wealth Management | 42k | $6.0M | 2% | Mar 2026 |
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| Whitaker-Myers Wealth Managers | 41k | $5.9M | 4% | Mar 2026 |
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| Mullaney, Keating & Wright | 40k | $5.9M | -2% | Mar 2026 |
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| Ubs Global Asset Management Americas | 40k | $5.8M | 186% | Mar 2026 |
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| Aldebaran Capital | 40k | $5.8M | 0% | Mar 2026 |
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| Assetmark | 40k | $5.8M | -10% | Mar 2026 |
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| NewEdge Wealth | 39k | $5.7M | -5% | Mar 2026 |
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| Ticino Wealth | 39k | $6.7M | -10% | Mar 2026 |
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| Simplicity Wealth | 39k | $5.6M | 6% | Mar 2026 |
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| EP Wealth Advisors | 38k | $5.6M | -4% | Mar 2026 |
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| Advisors Preferred | 38k | $5.6M | 100% | Mar 2026 |
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| Kennedy Capital Management | 38k | $5.5M | -6% | Mar 2026 |
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| Investment Partners | 38k | $5.5M | -2% | Mar 2026 |
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| Kelsey Financial | 36k | $5.2M | -8% | Mar 2026 |
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| First Merchants Bank, National Association | 35k | $5.1M | -10% | Mar 2026 |
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| Mercer Global Advisors | 35k | $5.1M | -20% | Mar 2026 |
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| Buckingham Strategic Partners | 34k | $4.9M | -19% | Mar 2026 |
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| Janney Montgomery Scott | 34k | $4.9M | -18% | Mar 2026 |
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| CLS Investments | 32k | $4.7M | -20% | Mar 2026 |
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| Nuance Investments | 25k | $3.7M | -58% | Mar 2026 |
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| Allspring Global Investments Holdings | 20k | $2.9M | -57% | Mar 2026 |
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| Victory Capital Management | 12k | $1.7M | -99% | Dec 2025 |
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| First Citizens Investor Services | 0 | $0 | -100% | Dec 2025 |
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Who sold out of iShares Russell Midcap Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 732k | $102M |
| Wealth Enhancement Advisory Services | Dec 2025 | 90k | $13M |
| Cramer Rosenthal McGlynn | Dec 2025 | 50k | $7.1M |