iShares Russell Mid-Cap Value ETF (IWS) Institutional Ownership

$126.76

+2.01 (+1.61%)

(As of 07/26/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 413
Total Institutional Inflows (last 12 months): $5.65B

Number of Institutional Sellers (last 12 months): 367
Total Institutional Outflows (last 12 months): $1.02B

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IWS Institutional Buying and Selling by Quarter

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iShares Russell Mid-Cap Value ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Whitaker Myers Wealth Managers LTD.	23,491	$2.84M	1.0%	+77.3%	0.022%
7/26/2024	Arcadia Wealth Management LLC	5,230	$632K	0.4%	-7.1%	0.005%
7/26/2024	Conning Inc.	59,127	$7.14M	0.3%	+8.8%	0.056%
7/26/2024	WealthShield Partners LLC	2,405	$290K	0.0%	+20.3%	0.002%
7/26/2024	Hapanowicz & Associates Financial Services Inc	170,787	$20.62M	11.8%	+1.9%	0.163%
7/26/2024	Financial Connections Group Inc.	517	$62K	0.0%	N/A	0.000%
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7/26/2024	Harbour Investments Inc.	3,353	$405K	0.0%	+4.8%	0.003%
7/26/2024	Cambridge Investment Research Advisors Inc.	36,530	$4.41M	0.0%	-6.9%	0.035%
7/26/2024	Evensky & Katz LLC	9,415	$1.14M	0.1%	-2.4%	0.009%
7/26/2024	Cordant Inc.	5,280	$638K	0.4%	-2.6%	0.005%
7/26/2024	Allspring Global Investments Holdings LLC	20,762	$2.51M	0.0%	+74.8%	0.020%
7/26/2024	Callan Family Office LLC	10,793	$1.30M	0.3%	+13.5%	0.010%
7/26/2024	SlateStone Wealth LLC	2,500	$302K	0.0%	N/A	0.002%
7/26/2024	Verdence Capital Advisors LLC	1,843	$223K	0.0%	+6.3%	0.002%
7/26/2024	Bank of New York Mellon Corp	28,084	$3.39M	0.0%	-8.9%	0.027%
7/26/2024	Bristlecone Advisors LLC	1,291	$156K	0.0%	N/A	0.001%
7/25/2024	Wedgewood Investors Inc. PA	7,382	$891K	1.1%	N/A	0.007%
7/25/2024	Highland Capital Management LLC	4,915	$593K	0.0%	-3.0%	0.005%
7/25/2024	AMG National Trust Bank	361,994	$43.71M	1.2%	+1.9%	0.346%
7/25/2024	Independence Bank of Kentucky	4,479	$541K	0.1%	+109.6%	0.004%
7/25/2024	Sterling Investment Counsel LLC	3,008	$363K	0.1%	+29.6%	0.003%
7/25/2024	Kanawha Capital Management LLC	3,541	$428K	0.0%	+108.9%	0.003%
7/25/2024	Financial Guidance Group Inc.	10,186	$1.23M	0.8%	-13.6%	0.010%
7/24/2024	McAdam LLC	52,229	$6.31M	0.4%	-1.9%	0.050%
7/24/2024	Family Firm Inc.	425	$51K	0.0%	N/A	0.000%
7/24/2024	Processus Wealth & Capital Management LLC	48,342	$5.84M	4.8%	+1.1%	0.046%
7/24/2024	My Legacy Advisors LLC	9,561	$1.15M	0.4%	N/A	0.009%
7/24/2024	&PARTNERS	7,068	$853K	0.0%	+97.1%	0.007%
7/23/2024	Atlas Brown Inc.	20,515	$2.48M	0.9%	-0.9%	0.020%
7/23/2024	Concourse Financial Group Securities Inc.	21,408	$2.59M	0.2%	+2.6%	0.020%
7/23/2024	Fifth Third Wealth Advisors LLC	2,088	$252K	0.0%	-5.6%	0.002%
7/23/2024	Crescent Grove Advisors LLC	5,814	$702K	0.1%	+4.1%	0.006%
7/23/2024	Prossimo Advisors LLC	7,181	$867K	0.8%	N/A	0.007%
7/23/2024	XML Financial LLC	42,251	$5.10M	0.5%	+0.5%	0.040%
7/22/2024	Atria Wealth Solutions Inc.	29,295	$3.54M	0.0%	-2.3%	0.028%
7/22/2024	Fifth Third Bancorp	135,616	$16.37M	0.1%	-1.5%	0.130%
7/22/2024	RTD Financial Advisors Inc.	142,980	$17.26M	2.3%	+0.7%	0.137%
7/22/2024	CarsonAllaria Wealth Management Ltd.	247	$30K	0.0%	-84.5%	0.000%
7/22/2024	Focus Financial Network Inc.	31,837	$4.03M	0.2%	+0.7%	0.030%
7/22/2024	Pallas Capital Advisors LLC	4,216	$530K	0.0%	-2.1%	0.004%
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7/22/2024	Perfromance Wealth Partners LLC	17,260	$2.08M	0.1%	-4.4%	0.016%
7/22/2024	Essex Private Wealth Management LLC	1,702	$205K	0.5%	-12.6%	0.002%
7/20/2024	First Citizens Bank & Trust Co.	2,894,098	$349.43M	5.5%	+2.6%	2.764%
7/20/2024	Auour Investments LLC	31,942	$3.86M	1.4%	+2.6%	0.031%
7/20/2024	First Horizon Advisors Inc.	81,467	$9.84M	0.3%	+0.1%	0.078%
7/20/2024	First Pacific Financial	21,378	$2.58M	0.7%	-3.3%	0.020%
7/20/2024	Accredited Investors Inc.	80,912	$9.77M	0.6%	-10.5%	0.077%
7/20/2024	Raymond James Financial Services Advisors Inc.	585,867	$70.74M	0.1%	+3.4%	0.560%
7/20/2024	Means Investment CO. Inc.	2,914	$352K	0.0%	-2.8%	0.003%
7/20/2024	Platte River Wealth Advisors LLC	25,227	$3.05M	0.9%	-0.6%	0.024%
7/19/2024	Western Wealth Management LLC	2,027	$245K	0.0%	-15.4%	0.002%
7/19/2024	Vaughan Nelson Investment Management L.P.	2,166	$262K	0.0%	-13.9%	0.002%
7/19/2024	WestHill Financial Advisors Inc.	68,062	$8.22M	2.0%	-0.5%	0.065%
7/19/2024	Raymond James & Associates	164,924	$19.91M	0.0%	+0.7%	0.158%
7/18/2024	Saxon Interests Inc.	7,796	$941K	0.4%	-10.2%	0.007%
7/18/2024	Brookstone Capital Management	7,076	$896K	0.0%	+9.0%	0.007%
7/18/2024	Baker Tilly Wealth Management LLC	5,087	$614K	0.3%	-47.2%	0.005%
7/18/2024	Miracle Mile Advisors LLC	2,469	$298K	0.0%	-72.5%	0.002%
7/18/2024	Triad Wealth Partners LLC	353	$43K	0.0%	N/A	0.000%
7/17/2024	Atticus Wealth Management LLC	3,040	$367K	0.1%	-12.5%	0.003%
7/17/2024	Annapolis Financial Services LLC	16,598	$2.00M	0.6%	-0.7%	0.016%
7/17/2024	Montecito Bank & Trust	1,891	$228K	0.0%	-12.7%	0.002%
7/17/2024	Corundum Group Inc.	53,443	$6.45M	2.5%	+2.8%	0.051%
7/17/2024	Ballew Advisors Inc	6,586	$821K	0.6%	-7.4%	0.006%
7/17/2024	James J. Burns & Company LLC	49,034	$5.92M	1.2%	+32.3%	0.047%
7/17/2024	AdvisorNet Financial Inc	16,261	$1.96M	0.2%	+12.0%	0.016%
7/16/2024	Cornerstone Wealth Management LLC	7,380	$891K	0.1%	-2.0%	0.007%
7/16/2024	Envestnet Portfolio Solutions Inc.	4,147,092	$500.72M	1.7%	+2.5%	3.961%
7/16/2024	ORG Partners LLC	2,423	$290K	0.0%	N/A	0.002%
7/16/2024	Steele Capital Management Inc.	2,522	$305K	0.0%	+5.0%	0.002%
7/16/2024	Falcon Wealth Planning	31,214	$3.77M	0.5%	-4.9%	0.030%
7/16/2024	Great Valley Advisor Group Inc.	32,457	$3.92M	0.1%	-3.3%	0.031%
7/16/2024	Diversified Trust Co	6,476	$782K	0.0%	+59.4%	0.006%
7/16/2024	Burke & Herbert Bank & Trust Co.	1,660	$200K	0.0%	N/A	0.002%
7/16/2024	Noble Family Wealth LLC	23,019	$2.78M	0.8%	-1.5%	0.022%
7/16/2024	Roman Butler Fullerton & Co.	2,249	$271K	0.1%	-4.9%	0.002%
7/16/2024	Cooper Financial Group	4,083	$493K	0.1%	+2.2%	0.004%
7/16/2024	Sequoia Financial Advisors LLC	11,285	$1.36M	0.0%	+2.4%	0.011%
7/16/2024	Guardian Asset Advisors LLC	3,896	$471K	0.3%	+2.4%	0.004%
7/15/2024	Dynamic Advisor Solutions LLC	1,988	$240K	0.0%	-14.0%	0.002%
7/15/2024	Occidental Asset Management LLC	88,023	$10.63M	1.9%	+5.6%	0.084%
7/15/2024	Fifth Third Securities Inc.	105,128	$12.69M	1.2%	+1.4%	0.100%
7/15/2024	Lpwm LLC	199,757	$23.94M	8.3%	+1.4%	0.191%
7/13/2024	Inspirion Wealth Advisors LLC	60,984	$7.36M	1.1%	+1.0%	0.058%
7/12/2024	Annex Advisory Services LLC	2,463	$297K	0.0%	-7.0%	0.002%
7/12/2024	Berkshire Bank	15,339	$1.85M	0.5%	-5.0%	0.015%
7/12/2024	Capital Investment Advisors LLC	3,702	$447K	0.0%	-2.6%	0.004%
7/12/2024	City Holding Co.	23,916	$2.89M	0.4%	+1.2%	0.023%
7/11/2024	OLD National Bancorp IN	1,937	$234K	0.0%	-88.1%	0.002%
7/11/2024	Amarillo National Bank	37,337	$4.51M	0.9%	-1.2%	0.036%
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7/11/2024	Cedar Mountain Advisors LLC	248,687	$30.03M	7.4%	+1.0%	0.238%
7/10/2024	Csenge Advisory Group	16,347	$1.97M	0.1%	+43.3%	0.016%
7/10/2024	Simplicity Wealth LLC	80,054	$9.67M	0.2%	-25.6%	0.076%
7/10/2024	Stephens Group Asset Management LLC	676,677	$81.70M	7.5%	-0.6%	0.646%
7/10/2024	Thomasville National Bank	8,982	$1.08M	0.1%	-2.6%	0.009%
7/10/2024	CWM LLC	61,452	$7.42M	0.0%	+9.1%	0.059%
7/10/2024	Hilltop National Bank	904	$109K	0.0%	-24.5%	0.001%
7/9/2024	Park Avenue Securities LLC	28,629	$3.46M	0.0%	+7.2%	0.027%
7/9/2024	Olistico Wealth LLC	1,121	$135K	0.1%	N/A	0.001%
7/9/2024	Halpern Financial Inc.	3,644	$440K	0.1%	-15.8%	0.003%

(Data available from 1/1/2016 forward)

IWS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWS shares?: During the previous two years, 809 institutional investors and hedge funds held shares of iShares Russell Mid-Cap Value ETF. The most heavily invested institutionals were TIAA Trust National Association ($1.58B), TIAA FSB ($1.42B), Jones Financial Companies Lllp ($874.37M), Morgan Stanley ($849.83M), US Bancorp DE ($511.16M), Envestnet Portfolio Solutions Inc. ($500.72M), and Wells Fargo & Company MN ($480.71M).Learn more on IWS's institutional investors.
Which institutional investors have been buying iShares Russell Mid-Cap Value ETF stock?: Of the 657 institutional investors that purchased iShares Russell Mid-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bishop & Co Investment Management LLC ($24.53M), TIAA Trust National Association ($12.83M), Envestnet Asset Management Inc. ($4.56M), Envestnet Portfolio Solutions Inc. ($4.15M), American Century Companies Inc. ($2.25M), First Citizens Bank & Trust Co. ($1.62M), and Osaic Holdings Inc. ($1.16M).
How much institutional buying is happening at iShares Russell Mid-Cap Value ETF?: Institutional investors have bought a total of 66,590,478 shares in the last 24 months. This purchase volume represents approximately $7.16B in transactions.

Which iShares Russell Mid-Cap Value ETF major shareholders have been selling company stock?: Of the 521 institutional investors that sold iShares Russell Mid-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($6.02M), TIAA FSB ($4.48M), First Citizens Bank & Trust Co. ($2.74M), Victory Capital Management Inc. ($1.47M), American Century Companies Inc. ($760.73K), Commerce Bank ($638.40K), and Wells Fargo & Company MN ($535.80K).
How much institutional selling is happening at iShares Russell Mid-Cap Value ETF?: Institutional investors have sold a total of 25,942,936 shares in the last 24 months. This volume of shares sold represents approximately $2.75B in transactions.