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 | $1.6B | -2% | Mar 2024 |
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| Morgan Stanley | 8.0M | $998M | -2% | 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 | -5% | 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 | $148M | -2% | Dec 2023 |
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| Victory Capital Management | 1.2M | $151M | -15% | Mar 2024 |
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| Ameriprise Financial | 1.2M | $150M | -18% | Mar 2024 |
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| Cassaday & Co Wealth Management | 914k | $115M | 2% | Mar 2024 |
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| Envestnet Asset Management | 856k | $107M | -8% | Mar 2024 |
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| LPL Financial | 841k | $105M | -7% | Mar 2024 |
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| Stephens | 821k | $103M | 21% | Mar 2024 |
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| Jpmorgan Chase & Co | 727k | $91M | -11% | Mar 2024 |
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| Stephens Group Asset Management | 681k | $85M | 1% | Mar 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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| 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 | 0% | Mar 2024 |
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| Chicago Partners Investment | 304k | $36M | 0% | Mar 2024 |
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| CI Private Wealth | 294k | $37M | -9% | Mar 2024 |
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| Wescott Financial Advisory Group | 282k | $35M | 1% | 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 | 246k | $31M | 1% | Mar 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 | -1% | 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 | 170k | $20M | 0% | Dec 2023 |
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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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| Badgley Phelps Wealth Managers | 156k | $20M | 5% | Mar 2024 |
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| Captrust Financial Advisors | 151k | $19M | -28% | Mar 2024 |
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| Baird Financial | 151k | $18M | -10% | Dec 2023 |
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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 | 0% | 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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| Rockefeller Capital Management | 136k | $16M | -2% | Dec 2023 |
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| Advisors Preferred | 133k | $17M | -14% | Mar 2024 |
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| Stifel Financial | 129k | $16M | 0% | Mar 2024 |
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| Northern Trust | 126k | $16M | 13% | Mar 2024 |
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| LBJ Family Wealth Advisors | 125k | $15M | -4% | Dec 2023 |
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| Colony | 120k | $15M | 2359% | Mar 2024 |
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| Hsbc Holdings | 116k | $14M | -5% | Dec 2023 |
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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 | -8% | Mar 2024 |
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| FSA Wealth Management | 113k | $14M | 3% | Mar 2024 |
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| Moneta Group Investment Advisors | 112k | $13M | 12% | Dec 2023 |
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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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| GW & Wade | 108k | $13M | -6% | Dec 2023 |
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| Simplicity Wealth | 108k | $14M | 86% | 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 | 0% | Mar 2024 |
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| Bartlett & Co. | 101k | $12M | -18% | Dec 2023 |
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| Bank Of Montreal | 97k | $12M | -7% | Mar 2024 |
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| Bartlett & Co. Wealth Management | 97k | $12M | -4% | Mar 2024 |
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| Creative Planning | 97k | $12M | -4% | Mar 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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| 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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| Savant Capital Management | 68k | $8.5M | 0% | Mar 2024 |
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| Prosperity Consulting Group | 68k | $8.5M | 179% | Mar 2024 |
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| Financial Planning & Information Services | 65k | $8.2M | -9% | Mar 2024 |
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| Forte Capital | 62k | $7.8M | -3% | Mar 2024 |
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| Integrys Wealth Advisors | 60k | $7.6M | 3% | Mar 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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| Sawtooth Asset Management | 58k | $6.8M | 13% | Dec 2023 |
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| Susquehanna International | 58k | $7.3M | 43% | Mar 2024 |
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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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| 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 | -63% | Mar 2024 |
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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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| 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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| Custom Index Systems | 43k | $5.0M | 100% | Dec 2023 |
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| XML Financial | 42k | $5.3M | -50% | Mar 2024 |
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| Glenmede Trust Company | 42k | $5.2M | 4% | 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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| 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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| Community Bank | 38k | $4.7M | -3% | Mar 2024 |
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| James J. Burns & Company | 37k | $4.6M | -24% | 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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| 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 | $4.2M | -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 | -6% | Mar 2024 |
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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 | $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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| Mercer Global Advisors | 21k | $6.7M | -70% | 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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| 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 |
|---|---|---|---|
| American Century Companies | Sep 2023 | 2.3M | $238M |
| Sasco Capital | Dec 2023 | 314k | $37M |
| Sei Investments | Sep 2023 | 203k | $21M |
| GenWealth Group | Dec 2023 | 126k | $15M |
| Charles Schwab Investment Management | Dec 2023 | 44k | $5.1M |