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
Tiaa Trust, National Association 13M $1.6B -2% Mar 2024
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Morgan Stanley 8.0M $998M 100% Mar 2024
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Jones Financial Companies, L.L 7.8M $980M 4% Mar 2024
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Bank of America Corporation 4.4M $552M 5% Mar 2024
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Us Bancorp 4.1M $511M 3% Mar 2024
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Envestnet Portfolio Solutions 4.0M $507M 29% Mar 2024
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Wells Fargo & Company 3.9M $492M -5% Mar 2024
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First Citizens Bank & Trust 2.8M $354M 44% Mar 2024
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Royal Bank of Canada 2.8M $345M 10% Mar 2024
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Commerce Bank N A 2.5M $317M -6% Mar 2024
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Commonwealth Equity Services 2.4M $300M 1% Mar 2024
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FMR 2.1M $259M 100% Mar 2024
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Betterment 2.0M $248M -5% Mar 2024
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UBS Group 1.7M $214M 0% Mar 2024
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Pnc Financial Services 1.5M $194M -2% Mar 2024
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ZB 1.3M $162M 1% Mar 2024
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Victory Capital Management 1.2M $151M -15% Mar 2024
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Ameriprise Financial 1.2M $150M 100% Mar 2024
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Cassaday & Co Wealth Management 914k $115M 2% Mar 2024
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Envestnet Asset Management 856k $107M 100% Mar 2024
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LPL Financial 841k $105M 100% Mar 2024
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Stephens 821k $103M 100% Mar 2024
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Jpmorgan Chase & Co 727k $91M -11% Mar 2024
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Stephens Group Asset Management 677k $82M -1% Jun 2024
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Raymond James Financial Services Advisors 567k $71M 3% Mar 2024
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Branch Banking & Trust Company 560k $70M -7% Mar 2024
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Equitable Holdings 504k $63M -7% Mar 2024
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Heritage Wealth Advisors 469k $59M 0% Mar 2024
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One Capital Management 397k $50M 3% Mar 2024
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Amg National Trust Bank 355k $45M -3% Mar 2024
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Northwestern Mutual Wealth Management Company 306k $38M 100% Mar 2024
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Chicago Partners Investment 304k $36M 0% Mar 2024
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Cetera Investment Advisers 296k $37M 100% Mar 2024
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CI Private Wealth 294k $37M -9% Mar 2024
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Wescott Financial Advisory Group 282k $35M 100% Mar 2024
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AE Wealth Management 281k $32M -52% Mar 2024
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Mariner Wealth Advisors 279k $35M -3% Mar 2024
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GLOBALT Investments LLC / GA 272k $34M -1% Mar 2024
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Cedar Mountain Advisors 249k $30M 1% Jun 2024
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Advisor Group Holdings 229k $29M -25% Mar 2024
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Honkamp Krueger Financial Services 212k $27M 3% Mar 2024
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Keybank National Association 204k $26M 100% Mar 2024
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Bp Wealth Management 201k $25M 95% Mar 2024
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M^T Bank Corporation 197k $25M -2% Mar 2024
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LPWM 197k $24M 2% Mar 2024
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Covenant Partners 193k $24M -5% Mar 2024
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First Citizens Asset Management 192k $24M 1% Mar 2024
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Pegasus Partners 179k $22M 5% Mar 2024
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Kestra Advisory Services 175k $22M 3% Mar 2024
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Hapanowicz & Associates Financial Services 168k $21M 1% Mar 2024
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Raymond James & Associates 164k $21M -27% Mar 2024
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Rockefeller Capital Management 158k $20M 16% Mar 2024
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Badgley Phelps Wealth Managers 156k $20M 5% Mar 2024
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Asset Managment 154k $19M -1% Mar 2024
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Captrust Financial Advisors 151k $19M -28% Mar 2024
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Rodgers & Associates 148k $19M -2% Mar 2024
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HighTower Advisors 147k $18M -9% Mar 2024
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Anchor Capital Advisors 143k $18M -56% Mar 2024
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RTD Financial Advisors 142k $18M 5% Mar 2024
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Atlantic Trust 141k $18M 100% Mar 2024
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Bishop & Co Investment Management 139k $18M -40% Mar 2024
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Fifth Third Bancorp 138k $17M -10% Mar 2024
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Goldman Sachs Group 137k $17M -1% Mar 2024
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Advisors Preferred 133k $17M -14% Mar 2024
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LBJ Family Wealth Advisors 129k $16M 3% Mar 2024
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Stifel Financial 129k $16M 0% Mar 2024
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Baird Financial 128k $16M -15% Mar 2024
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Northern Trust 126k $16M 100% Mar 2024
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Colony 120k $15M 2359% Mar 2024
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Hsbc Holdings 119k $15M 3% Mar 2024
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H D Vest Advisory Services 115k $15M -3% Mar 2024
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Umb Bank N A 115k $14M -3% Mar 2024
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Brian McDonald 114k $14M 100% Mar 2024
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FSA Wealth Management 113k $14M 3% Mar 2024
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Steward Partners Investment Advisory 111k $14M 4% Mar 2024
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TCG Advisory Services 110k $14M 0% Mar 2024
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Wealth Enhancement Advisory Services 108k $14M -6% Mar 2024
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Warren Averett Asset Management 106k $13M -13% Mar 2024
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Bank Of Oklahoma National Association / 104k $13M -1% Mar 2024
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Fifth Third Securities 104k $13M 100% Mar 2024
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Bank Of Montreal 97k $12M -7% Mar 2024
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Creative Planning 97k $12M -4% Mar 2024
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Bartlett & Co. Wealth Management 94k $11M -3% Jun 2024
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Accredited Investors 90k $11M -2% Mar 2024
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Assetmark 89k $11M 6116% Mar 2024
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Etfidea 88k $11M 4% Mar 2024
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Thompson, Siegel, & Walmsley 87k $11M -59% Mar 2024
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JMG Financial Group 85k $11M -1% Mar 2024
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Johnson Investment Counsel 84k $11M -4% Mar 2024
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Occidental Asset Management 83k $11M 2% Mar 2024
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Principal Financial Group 82k $10M 21% Mar 2024
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FTB Advisors 81k $10M -7% Mar 2024
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Kestra Private Wealth Services 81k $10M -1% Mar 2024
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Earnest Partners 80k $10M 73% Mar 2024
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Simplicity Wealth 80k $9.7M -26% Jun 2024
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Prudential Financial 78k $9.8M -4% Mar 2024
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Twin Focus Capital Partners 76k $9.5M 8% Mar 2024
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MAI Wealth Advisors 69k $8.6M -3% Mar 2024
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Taddei, Ludwig & Associates 68k $8.6M 3% Mar 2024
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Mml Investors Services 68k $8.6M -5% Mar 2024
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Savant Capital Management 68k $8.5M 0% Mar 2024
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Synovus Financial Corp. 68k $8.5M 2% Mar 2024
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Prosperity Consulting Group 68k $8.5M 100% Mar 2024
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Financial Planning & Information Services 65k $8.2M 100% Mar 2024
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Forte Capital 62k $7.8M -3% Mar 2024
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Evergreen Capital Management 62k $7.7M 17% Mar 2024
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CWM 62k $7.4M 9% Jun 2024
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Integrys Wealth Advisors 61k $7.4M 1% Jun 2024
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Wilbanks Smith & Thomas Asset Management 60k $7.5M -3% Mar 2024
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Nuance Investments 59k $7.4M -28% Mar 2024
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Susquehanna International 58k $7.3M 100% Mar 2024
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Conning 54k $6.8M 2% Mar 2024
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Private Advisor 54k $6.8M -7% Mar 2024
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McAdam 53k $6.7M -4% Mar 2024
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Pinnacle Financial Partners 52k $6.6M 3% Mar 2024
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CB^T Wealth Management 52k $6.5M 0% Mar 2024
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Bleakley Financial Group 50k $6.3M -2% Mar 2024
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Processus Wealth & Capital Management 48k $6.0M 26% Mar 2024
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Goss Wealth Management 47k $5.9M 100% Mar 2024
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German American Bancorp 47k $5.9M 1% Mar 2024
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Powell Investment Advisors 47k $5.9M -2% Mar 2024
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NewEdge Wealth 47k $5.6M -20% Mar 2024
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Kingdom Financial Group 45k $5.6M 39% Mar 2024
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Farmers & Merchants Investment 43k $5.4M -2% Mar 2024
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XML Financial 42k $5.3M 100% Mar 2024
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Glenmede Trust Company 42k $5.2M 100% Mar 2024
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Vance Wealth 40k $5.0M 10% Mar 2024
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Aldebaran Capital 40k $5.0M 100% Mar 2024
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Janney Montgomery Scott 39k $4.9M -51% Mar 2024
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Cambridge Investment Research Advisors 39k $4.9M -7% Mar 2024
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Community Bank 38k $4.7M -3% Mar 2024
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Amarillo National Bank 37k $4.5M -1% Jun 2024
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Mather Group 37k $4.7M 4% Jun 2024
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James J. Burns & Company 37k $4.6M 100% Mar 2024
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Investment Partners 36k $4.6M 1% Mar 2024
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Lido Advisors 36k $4.5M -2% Mar 2024
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EP Wealth Advisors 35k $4.3M -2% Mar 2024
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Great Valley Advisor Group 34k $4.2M -3% Mar 2024
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Pathstone Holdings 33k $4.2M 15% Mar 2024
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Peapack Gladstone Financial Corp 33k $4.2M 100% Mar 2024
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Falcon Wealth Planning 33k $4.1M -3% Mar 2024
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Modera Wealth Management 33k $4.1M 0% Mar 2024
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Focus Financial Network 32k $3.7M 100% Mar 2024
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Auour Investments 31k $3.9M 2% Mar 2024
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Adviser Investments 31k $3.9M 0% Mar 2024
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National Asset Management 31k $3.2M 23% Mar 2024
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Bank of New York Mellon 31k $3.9M -10% Mar 2024
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T. Rowe Price Associates 31k $3.8M 0% Mar 2024
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FMA Wealth Management 31k $3.8M 0% Mar 2024
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Atria Wealth Solutions 30k $3.8M -20% Mar 2024
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Citadel Advisors 30k $3.7M -37% Mar 2024
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Regions Bank 30k $3.7M -1% Mar 2024
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HBK Sorce Advisory 28k $3.5M -7% Mar 2024
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Custom Index Systems 26k $3.2M -41% Mar 2024
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Mercer Global Advisors 21k $6.7M -70% Mar 2024
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Allspring Global Investments Holdings 12k $1.5M -69% Mar 2024
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Washington Trust Bank 12k $1.5M -69% Mar 2024
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Orion Portfolio Solutions 9.3k $1.2M -73% Mar 2024
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Kennedy Capital Management 9.3k $1.2M -84% Mar 2024
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Who sold out of iShares Russell Midcap Value Index?

Fund or Company Name Date Sold Shares Held Valued At
Sasco Capital Dec 2023 314k $37M
GenWealth Group Dec 2023 126k $15M
Charles Schwab Investment Management Dec 2023 44k $5.1M