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 | 10M | $1.4B | -7% | Sep 2025 |
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| Wells Fargo & Company | 3.8M | $524M | -1% | Sep 2025 |
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| Tiaa Trust, National Association | 3.4M | $479M | 1% | Sep 2025 |
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| Envestnet Portfolio Solutions | 2.8M | $394M | 2% | Sep 2025 |
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| First Citizens Bank & Trust | 2.7M | $377M | 3% | Sep 2025 |
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| Royal Bank of Canada | 2.5M | $342M | -5% | Sep 2025 |
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| Us Bancorp | 2.1M | $295M | -5% | Dec 2025 |
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| Commonwealth Equity Services | 2.1M | $290M | -6% | Sep 2025 |
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| Commerce Bank N A | 2.0M | $282M | -3% | Sep 2025 |
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| FMR | 2.0M | $272M | -1% | Sep 2025 |
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| UBS Group | 1.6M | $231M | 0% | Dec 2025 |
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| Betterment | 1.6M | $223M | -3% | Sep 2025 |
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| Pnc Financial Services | 1.3M | $181M | -2% | Dec 2025 |
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| LPL Financial | 1.2M | $168M | 3% | Sep 2025 |
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| Ameriprise Financial | 1.1M | $154M | -2% | Sep 2025 |
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| Cassaday & Co Wealth Management | 993k | $139M | 2% | Sep 2025 |
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| Zions Bancorporation, National Association | 957k | $134M | -1% | Sep 2025 |
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| Victory Capital Management | 945k | $132M | 0% | Sep 2025 |
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| Envestnet Asset Management | 857k | $120M | 2% | Sep 2025 |
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| Stephens | 841k | $119M | 0% | Dec 2025 |
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| Vantagepoint Investment Advisers | 782k | $110M | 4% | Dec 2025 |
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| Jpmorgan Chase & Co | 732k | $102M | 100% | Sep 2025 |
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| Stephens Group Asset Management | 712k | $101M | 0% | Dec 2025 |
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| Pacific Life Fund Advisors | 707k | $100M | 14% | Dec 2025 |
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| Raymond James Financial | 581k | $81M | 8% | Sep 2025 |
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| Heritage Wealth Advisors | 525k | $73M | 2% | Sep 2025 |
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| Money Concepts Capital Corp | 457k | $65M | 5% | Dec 2025 |
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| Branch Banking & Trust Company | 440k | $62M | 2% | Dec 2025 |
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| Equitable Holdings | 408k | $57M | -9% | Sep 2025 |
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| Cetera Investment Advisers | 402k | $56M | 20% | Sep 2025 |
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| AE Wealth Management | 378k | $53M | 3% | Dec 2025 |
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| Amg National Trust Bank | 319k | $45M | -3% | Dec 2025 |
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| Anchor Capital Advisors | 315k | $44M | 47% | Dec 2025 |
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| Lido Advisors | 301k | $42M | -10% | Dec 2025 |
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| Mariner Wealth Advisors | 296k | $41M | 4% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 283k | $40M | 3% | Sep 2025 |
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| Chicago Partners Investment | 263k | $39M | -1% | Dec 2025 |
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| Bp Wealth Management | 263k | $37M | -10% | Dec 2025 |
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| Cedar Mountain Advisors | 252k | $35M | -2% | Sep 2025 |
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| GLOBALT Investments LLC / GA | 239k | $33M | -2% | Sep 2025 |
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| Advisor Group Holdings | 238k | $33M | 3% | Sep 2025 |
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| LPWM | 232k | $33M | 3% | Dec 2025 |
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| HighTower Advisors | 216k | $30M | -1% | Sep 2025 |
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| Wescott Financial Advisory Group | 210k | $29M | -2% | Sep 2025 |
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| Colony | 200k | $28M | -3% | Sep 2025 |
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| Keybank National Association | 200k | $28M | 0% | Dec 2025 |
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| Moneta Group Investment Advisors | 179k | $25M | -1% | Sep 2025 |
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| Rodgers & Associates | 174k | $25M | 2% | Dec 2025 |
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| Badgley Phelps Wealth Managers | 172k | $24M | 2% | Dec 2025 |
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| Parkway Wealth Management Group | 167k | $24M | 100% | Dec 2025 |
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| M^T Bank Corporation | 159k | $22M | -5% | Dec 2025 |
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| Rockefeller Capital Management | 158k | $22M | 4% | Sep 2025 |
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| First Citizens Asset Management | 156k | $22M | 1% | Dec 2025 |
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| Captrust Financial Advisors | 153k | $21M | -3% | Sep 2025 |
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| Asset Managment | 152k | $21M | 0% | Sep 2025 |
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| Kestra Advisory Services | 145k | $20M | -3% | Sep 2025 |
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| RTD Financial Advisors | 145k | $20M | 0% | Dec 2025 |
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| Natixis Asset Management Advisors | 143k | $20M | 4% | Dec 2025 |
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| Bishop & Co Investment Management | 140k | $20M | 0% | Dec 2025 |
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| Stifel Financial | 135k | $19M | 0% | Sep 2025 |
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| Atlantic Trust | 134k | $19M | 0% | Sep 2025 |
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| Sterling Capital Management | 126k | $18M | 0% | Sep 2025 |
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| LBJ Family Wealth Advisors | 126k | $18M | 0% | Dec 2025 |
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| Thompson, Siegel, & Walmsley | 125k | $18M | 5% | Sep 2025 |
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| CI Private Wealth | 124k | $17M | 11% | Sep 2025 |
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| Creative Planning | 123k | $17M | -2% | Sep 2025 |
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| Steward Partners Investment Advisory | 122k | $17M | -1% | Sep 2025 |
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| Fifth Third Bancorp | 119k | $17M | 1% | Dec 2025 |
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| Northern Trust | 119k | $17M | -32% | Sep 2025 |
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| Goldman Sachs Group | 117k | $17M | -6% | Dec 2025 |
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| Fifth Third Securities | 117k | $17M | 2% | Dec 2025 |
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| Honkamp Krueger Financial Services | 112k | $16M | -2% | Sep 2025 |
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| FSA Wealth Management | 111k | $16M | 0% | Sep 2025 |
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| Warren Averett Asset Management | 106k | $15M | -1% | Sep 2025 |
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| Baird Financial | 104k | $15M | -1% | Sep 2025 |
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| Evergreen Capital Management | 101k | $14M | 3% | Dec 2025 |
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| Prosperity Consulting Group | 101k | $14M | 1% | Sep 2025 |
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| Kingdom Financial Group | 95k | $13M | 148% | Dec 2025 |
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| Brian McDonald | 94k | $13M | -5% | Dec 2025 |
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| Bank Of Oklahoma National Association / | 92k | $13M | -3% | Sep 2025 |
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| Occidental Asset Management | 91k | $13M | 0% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 90k | $13M | 3% | Dec 2025 |
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| One Capital Management | 90k | $13M | -65% | Dec 2025 |
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| Johnson Investment Counsel | 88k | $12M | -1% | Sep 2025 |
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| First Horizon National Corp | 87k | $12M | 9% | Dec 2025 |
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| Hartland & Co | 85k | $12M | -1% | Sep 2025 |
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| MAI Wealth Advisors | 82k | $12M | 4% | Sep 2025 |
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| Bartlett & Co. Wealth Management | 80k | $11M | -1% | Dec 2025 |
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| Kestra Private Wealth Services | 80k | $11M | 0% | Dec 2025 |
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| Savant Capital Management | 78k | $11M | 2% | Sep 2025 |
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| Synovus Financial Corp. | 76k | $11M | 4% | Sep 2025 |
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| Earnest Partners | 75k | $10M | 16% | Sep 2025 |
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| JMG Financial Group | 75k | $11M | -2% | Dec 2025 |
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| Taddei, Ludwig & Associates | 74k | $10M | 4% | Sep 2025 |
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| CWM | 73k | $10M | 7% | Dec 2025 |
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| Mml Investors Services | 71k | $9.9M | 14% | Sep 2025 |
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| Park Avenue Securities | 71k | $10M | 21% | Dec 2025 |
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| Twin Focus Capital Partners | 68k | $9.6M | 0% | Sep 2025 |
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| Umb Bank N A | 68k | $9.5M | -13% | Sep 2025 |
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| CB^T Wealth Management | 68k | $9.6M | 30% | Dec 2025 |
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| LifeWealth Investments | 67k | $9.4M | 9% | Dec 2025 |
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| XML Financial | 67k | $9.3M | 1% | Sep 2025 |
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| Pinnacle Financial Partners | 66k | $9.3M | 6% | Sep 2025 |
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| Bank of New York Mellon | 66k | $9.3M | 5% | Dec 2025 |
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| Goss Wealth Management | 61k | $8.5M | 2% | Sep 2025 |
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| Legacy Edge Advisors | 58k | $8.1M | 100% | Dec 2025 |
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| Mill Creek Capital Advisors | 57k | $8.0M | 2% | Sep 2025 |
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| Sanctuary Advisors | 55k | $7.8M | -1% | Dec 2025 |
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| Inlight Wealth Management | 55k | $7.7M | -1% | Dec 2025 |
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| Integrys Wealth Advisors | 54k | $7.6M | -11% | Dec 2025 |
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| Private Advisor | 54k | $7.5M | 3% | Sep 2025 |
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| Powell Investment Advisors | 53k | $7.4M | -1% | Sep 2025 |
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| Howard Bailey Securities | 51k | $7.1M | -2% | Sep 2025 |
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| Mercer Global Advisors | 51k | $7.1M | -1% | Sep 2025 |
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| Kmg Fiduciary Partners | 51k | $7.1M | 0% | Dec 2025 |
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| Accredited Investors | 50k | $7.0M | -18% | Dec 2025 |
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| James J. Burns & Company | 50k | $7.0M | 0% | Dec 2025 |
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| Modera Wealth Management | 48k | $6.8M | -1% | Dec 2025 |
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| McAdam | 48k | $6.6M | -3% | Sep 2025 |
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| Conning | 47k | $6.6M | 0% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 47k | $6.5M | -81% | Sep 2025 |
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| Processus Wealth & Capital Management | 46k | $6.5M | 3% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 46k | $6.5M | 13% | Sep 2025 |
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| Allspring Global Investments Holdings | 45k | $6.4M | 84% | Dec 2025 |
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| Bleakley Financial Group | 45k | $6.3M | 2% | Dec 2025 |
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| Cambridge Investment Research Advisors | 45k | $6.3M | 10% | Dec 2025 |
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| Assetmark | 44k | $6.2M | -55% | Dec 2025 |
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| Farmers & Merchants Investment | 43k | $6.1M | 0% | Dec 2025 |
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| Ticino Wealth | 43k | $6.1M | 100% | Dec 2025 |
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| Buckingham Strategic Partners | 42k | $5.9M | 8% | Sep 2025 |
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| NewEdge Wealth | 41k | $5.8M | 1% | Dec 2025 |
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| Arcadia Wealth Management | 41k | $5.7M | 2% | Dec 2025 |
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| Nuance Investments | 40k | $5.6M | 168% | Sep 2025 |
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| Aldebaran Capital | 39k | $5.5M | 0% | Sep 2025 |
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| First Merchants Bank, National Association | 39k | $5.5M | 0% | Dec 2025 |
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| Whitaker-Myers Wealth Managers | 39k | $5.5M | 9% | Dec 2025 |
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| Alliancebernstein | 39k | $5.4M | 30% | Sep 2025 |
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| Kelsey Financial | 39k | $5.4M | 100% | Dec 2025 |
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| Investment Partners | 38k | $5.4M | 2% | Sep 2025 |
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| Sontag Advisory | 38k | $5.3M | 0% | Sep 2025 |
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| Mather Group | 38k | $5.3M | 0% | Dec 2025 |
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| May Barnhard Investments | 37k | $5.2M | -7% | Dec 2025 |
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| Janney Montgomery Scott | 37k | $5.1M | -1% | Sep 2025 |
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| Regions Bank | 37k | $5.2M | 160% | Dec 2025 |
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| Simplicity Wealth | 37k | $5.1M | -7% | Dec 2025 |
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| Midwest Trust | 36k | $5.1M | 14% | Dec 2025 |
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| CoreCap Advisors | 35k | $5.0M | 2% | Dec 2025 |
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| Ashton Thomas Private Wealth | 35k | $4.9M | -8% | Dec 2025 |
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| Lwm Advisors | 34k | $4.8M | 3% | Dec 2025 |
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| Focus Financial Network | 33k | $4.6M | 1% | Dec 2025 |
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| Global Retirement Partners | 33k | $4.6M | 71% | Dec 2025 |
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| Community Bank | 32k | $4.6M | -2% | Dec 2025 |
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| New Age Alpha Advisors | 22k | $3.0M | -43% | Sep 2025 |
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| Moran Wealth Management | 2.0k | $279k | -99% | Dec 2025 |
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| Covenant Partners | 191.00 | $27k | -100% | 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 |
|---|---|---|---|
| SRS Capital Advisors | Jun 2025 | 142k | $19M |
| Hsbc Holdings | Jun 2025 | 115k | $15M |