S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Israel hails success in blocking Iran's unprecedented attack. G7 democracies condemn attack
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Can homeless people be fined for sleeping outside? A rural Oregon city asks the US Supreme Court
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Olympic track uniforms spark online debate about who designed them and why they're so skimpy
Olympic track uniforms spark online debate about who designed them and why they're so skimpy
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Israel hails success in blocking Iran's unprecedented attack. G7 democracies condemn attack
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Can homeless people be fined for sleeping outside? A rural Oregon city asks the US Supreme Court
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Olympic track uniforms spark online debate about who designed them and why they're so skimpy
Olympic track uniforms spark online debate about who designed them and why they're so skimpy
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Israel hails success in blocking Iran's unprecedented attack. G7 democracies condemn attack
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Can homeless people be fined for sleeping outside? A rural Oregon city asks the US Supreme Court
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Olympic track uniforms spark online debate about who designed them and why they're so skimpy
Olympic track uniforms spark online debate about who designed them and why they're so skimpy
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
Israel hails success in blocking Iran's unprecedented attack. G7 democracies condemn attack
Divisive? Not for moviegoers. ‘Civil War’ declares victory at box office.
Can homeless people be fined for sleeping outside? A rural Oregon city asks the US Supreme Court
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
Olympic track uniforms spark online debate about who designed them and why they're so skimpy
Olympic track uniforms spark online debate about who designed them and why they're so skimpy

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

$119.89
-1.84 (-1.51%)
(As of 04/12/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Number of
Institutional Buyers
(last 12 months)
470
Total
Institutional Inflows
(last 12 months)
$5.90B
Number of
Institutional Sellers
(last 12 months)
408
Total
Institutional Outflows
(last 12 months)
$1.82B
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IWS Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/13/2024Inspirion Wealth Advisors LLC60,354$7.56M1.2%+2.6%0.054%
4/12/2024Riverview Trust Co520$65K0.1%N/A0.000%
4/12/2024Annex Advisory Services LLC2,647$332K0.0%N/A0.002%
4/12/2024Whitaker Myers Wealth Managers LTD.13,250$1.66M0.7%-5.7%0.012%
4/12/2024Global Assets Advisory LLC13,808$1.73M0.0%N/A0.012%
4/12/2024AdvisorNet Financial Inc14,514$1.82M0.2%+8.7%0.013%
4/12/2024Global Trust Asset Management LLC7,876$987K0.4%+3.3%0.007%
4/11/2024Cooper Financial Group3,995$501K0.1%-2.2%0.004%
4/11/2024International Assets Investment Management LLC7,589$944K0.0%+13.0%0.007%
4/11/2024&PARTNERS3,586$449K0.1%N/A0.003%
4/11/2024Ballew Advisors Inc7,112$867K0.6%-6.8%0.006%
4/11/2024BTC Capital Management Inc.2,619$328K0.0%N/A0.002%
4/10/2024 Holland Advisory Services Inc.3,168$397K0.4%-11.0%0.003%
4/10/2024 Triangle Securities Wealth Management1,625$204K0.1%N/A0.001%
4/10/2024 Marcum Wealth LLC4,459$559K0.1%-4.6%0.004%
4/10/2024 Park Avenue Securities LLC26,711$3.35M0.0%+21.6%0.024%
4/10/2024 KMG Fiduciary Partners LLC18,729$2.35M0.2%-6.5%0.017%
4/10/2024 Signal Advisors Wealth LLC7,583$950K0.2%+259.0%0.007%
4/9/2024 Massmutual Trust Co. FSB ADV465$58K0.0%+272.0%0.000%
4/9/2024 Mather Group LLC.35,686$4.15M0.1%-3.0%0.031%
4/5/2024 GAMMA Investing LLC797$100K0.0%+15.0%0.001%
4/5/2024 CWM LLC56,328$7.06M0.1%+15.6%0.049%
4/3/2024 Dentgroup LLC2,687$337K0.3%-6.5%0.002%
4/2/2024 LBJ Family Wealth Advisors Ltd.129,322$16.21M10.3%+3.2%0.112%
4/2/2024 ST Germain D J Co. Inc.1,196$150K0.0%+11.4%0.001%
4/1/2024 Appleton Partners Inc. MA2,471$310K0.0%-5.9%0.002%
3/15/2024Skyline Advisors Inc.3,806$443K0.2%N/A0.003%
3/15/2024B. Riley Wealth Advisors Inc.25,157$2.93M0.1%-18.5%0.022%
3/14/2024Yeomans Consulting Group Inc.2,071$241K0.1%N/A0.002%
3/11/2024Vanguard Group Inc.18,893$2.20M0.0%+2.7%0.016%
3/8/2024ICA Group Wealth Management LLC5,830$678K0.2%+33.9%0.005%
3/6/2024SageView Advisory Group LLC4,207$487K0.0%+11.8%0.004%
3/6/2024Willner & Heller LLC5,604$652K0.7%N/A0.005%
3/5/2024Twin Focus Capital Partners LLC70,306$8.18M0.8%-42.9%0.061%
3/5/2024Processus Wealth & Capital Management LLC38,048$4.43M4.4%N/A0.033%
3/4/2024Richardson Financial Services Inc.2,693$313K0.3%N/A0.002%
3/1/2024Creekmur Asset Management LLC696$81K0.0%N/A0.001%
3/1/2024ARK & TLK Investments LLC29,758$3.46M1.1%N/A0.026%
3/1/2024Goldman Sachs Group Inc.138,568$16.11M0.0%-15.4%0.120%
3/1/2024Pineridge Advisors LLC2,612$304K0.1%N/A0.002%
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2/29/2024Acima Private Wealth LLC2,585$301K0.1%-76.4%0.002%
2/28/2024American International Group Inc.11,065$1.29M0.0%-19.6%0.010%
2/28/2024EP Wealth Advisors LLC35,363$4.11M0.1%+1.3%0.031%
2/26/2024Centaurus Financial Inc.1,250$145K0.0%-8.7%0.001%
2/23/2024Chicago Partners Investment Group LLC304,779$34.70M1.6%-1.3%0.263%
2/20/2024GLOBALT Investments LLC GA273,841$31.85M1.3%N/A0.236%
2/20/2024Able Wealth Management LLC222$26K0.0%N/A0.000%
2/20/2024Covenant Partners LLC202,943$23.60M7.4%+0.7%0.175%
2/17/2024Madison Wealth Partners Inc1,800$209K0.1%N/A0.002%
2/16/2024Peloton Wealth Strategists12,501$1.45M0.6%N/A0.011%
2/16/2024SageView Advisory Group LLC4,207$487K0.0%+11.8%0.004%
2/16/2024Sanibel Captiva Trust Company Inc.2,568$299K0.0%N/A0.002%
2/16/2024Harbour Investments Inc.3,199$372K0.0%-5.2%0.003%
2/16/2024O Dell Group LLC1,500$174K0.0%N/A0.001%
2/15/2024Mercer Global Advisors Inc. ADV70,270$8.17M0.0%-1.4%0.061%
2/15/2024Peloton Wealth Strategists12,501$1.45M0.6%N/A0.011%
2/15/2024Townsquare Capital LLC6,544$761K0.0%-5.0%0.006%
2/15/2024Moneta Group Investment Advisors LLC111,647$12.98M0.3%+11.7%0.096%
2/15/2024Port Capital LLC8,016$932K0.1%-2.6%0.007%
2/15/2024West Michigan Advisors LLC1,891$220K0.1%N/A0.002%
2/15/2024Mill Creek Capital Advisors LLC28,055$3.26M0.1%+1.1%0.024%
2/15/2024Modera Wealth Management LLC32,519$3.78M0.1%-1.0%0.028%
2/15/2024Nwam LLC2,292$266K0.0%+15.3%0.002%
2/15/2024Financial Planning & Information Services Inc.67,458$7.85M1.2%-6.0%0.058%
2/15/2024Freedom Investment Management Inc.21,528$2.50M0.2%-3.6%0.019%
2/15/2024Bradley Foster & Sargent Inc. CT9,104$1.06M0.0%+1.3%0.008%
2/15/2024Buckingham Strategic Partners LLC3,225$375K0.0%N/A0.003%
2/15/2024Baird Financial Group Inc.150,591$17.51M0.0%-10.0%0.130%
2/15/2024Bragg Financial Advisors Inc6,111$711K0.0%+2.1%0.005%
2/15/2024Comerica Bank122,065$14.20M0.1%-1.3%0.105%
2/14/2024Royal Bank of Canada2,497,691$290.46M0.1%+14.3%2.157%
2/14/2024Continuum Advisory LLC2,931$341K0.0%+20.6%0.003%
2/14/2024Pathstone Holdings LLC29,092$3.38M0.0%N/A0.025%
2/14/2024Waverly Advisors LLC121,260$14.10M0.5%-1.5%0.105%
2/14/2024Kestra Advisory Services LLC169,879$19.76M0.2%-0.1%0.147%
2/14/2024Creative Planning100,646$11.70M0.0%+0.2%0.087%
2/14/2024BOKF NA105,309$12.25M0.2%+0.1%0.091%
2/14/2024Icon Wealth Advisors LLC3,204$373K0.0%N/A0.003%
2/14/2024Broadview Financial Management LLC11,979$1.39M1.1%+5.0%0.010%
2/14/2024MGO One Seven LLC2,361$275K0.0%N/A0.002%
2/14/2024Cresset Asset Management LLC18,394$2.14M0.0%+30.1%0.016%
2/14/2024Regal Investment Advisors LLC2,742$319K0.0%-7.3%0.002%
2/14/2024XML Financial LLC90,343$10.51M1.1%+7.6%0.078%
2/14/2024Personal CFO Solutions LLC2,811$327K0.1%N/A0.002%
2/14/2024Wescott Financial Advisory Group LLC279,078$32.45M4.5%-0.4%0.241%
2/14/2024White Knight Strategic Wealth Advisors LLC2,267$264K0.3%-5.7%0.002%
2/13/2024Envestnet Asset Management Inc.885,498$102.98M0.0%-4.4%0.765%
2/13/2024Stephens Inc. AR691,227$80.38M1.4%+2.0%0.597%
2/13/2024Northern Trust Corp128,280$14.92M0.0%+14.6%0.111%
2/13/2024American International Group Inc.11,065$1.29M0.0%-19.6%0.010%
The “Perfect Storm” for Gold (Ad)

Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

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2/13/2024Cetera Advisor Networks LLC197,035$22.91M0.1%-2.5%0.170%
2/13/2024Oppenheimer & Co. Inc.25,680$2.99M0.1%-2.7%0.022%
2/13/2024Tower Research Capital LLC TRC 506$59K0.0%-27.3%0.000%
2/13/2024STAR Financial Bank19,059$2.22M2.0%+3.9%0.016%
2/13/2024Edge Capital Group LLC2,801$326K0.0%-13.2%0.002%
2/13/2024Goldman Sachs Group Inc.138,568$16.11M0.0%-15.4%0.120%
2/13/2024CIBC Private Wealth Group LLC146,337$17.02M0.0%+3.4%0.126%
2/13/2024Intrepid Financial Planning Group LLC13,233$1.54M0.7%-1.4%0.011%
2/13/2024Peapack Gladstone Financial Corp34,946$4.06M0.1%-1.3%0.030%
2/13/2024Jones Financial Companies Lllp7,518,850$874.37M1.3%+4.8%6.493%
(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, 868 institutional investors and hedge funds held shares of iShares Russell Mid-Cap Value ETF. The most heavily invested institutionals were TIAA Trust National Association ($1.49B), TIAA FSB ($1.42B), Jones Financial Companies Lllp ($874.37M), Morgan Stanley ($849.83M), Wells Fargo & Company MN ($480.71M), US Bancorp DE ($460.80M), and Bank of America Corp DE ($424.59M).Learn more on IWS's institutional investors.

Which institutional investors have been buying iShares Russell Mid-Cap Value ETF stock?

Of the 727 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: Moneta Group Investment Advisors LLC ($84.70M), Bishop & Co Investment Management LLC ($24.53M), TIAA Trust National Association ($12.83M), Envestnet Asset Management Inc. ($4.84M), First Citizens Bank & Trust Co. ($4.63M), American Century Companies Inc. ($4.57M), and Envestnet Portfolio Solutions Inc. ($3.13M).

How much institutional buying is happening at iShares Russell Mid-Cap Value ETF?

Institutional investors have bought a total of 160,154,692 shares in the last 24 months. This purchase volume represents approximately $17.06B in transactions.

Which iShares Russell Mid-Cap Value ETF major shareholders have been selling company stock?

Of the 560 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), Jones Financial Companies Lllp ($1.92M), Wells Fargo & Company MN ($1.59M), Victory Capital Management Inc. ($1.47M), and Morgan Stanley ($1.04M).

How much institutional selling is happening at iShares Russell Mid-Cap Value ETF?

Institutional investors have sold a total of 32,627,046 shares in the last 24 months. This volume of shares sold represents approximately $3.49B in transactions.


This page (NYSEARCA:IWS) was last updated on 4/14/2024 by MarketBeat.com Staff

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