iShares Russell Mid-Cap ValuIWSETF
13F holders, Q1 2024 (March 31)852holders
4famous investors
$125.33avg. 13F price*
At the end of Q1 2024, 852 institutions reported holding iShares Russell Mid-Cap Valu (IWS) in their 13F filings. The largest holders were Tiaa Trust, National Association ($1.6B), Morgan Stanley ($998.0M) and Jones Financial Companies LLLP ($979.8M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares Russell Mid-Cap Valu
- CUSIP
- 464287473
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $22.2M |
| Exits | 56 | $78.3M |
Ownership 852 holders
| Tiaa Trust, National Association | 4.83% | Reduce -1.9% | 12,594,490 | $1.6B |
| Morgan Stanley | 0.08% | Reduce -0.4% | 7,962,858 | $998.0M |
| Jones Financial Companies LLLP | 1.34% | Add +4.0% | 7,818,003 | $979.8M |
| Bank of America Corp. | 0.05% | Add +4.8% | 4,401,108 | $551.6M |
| US Bancorp \de | 0.71% | Add +2.9% | 4,078,360 | $511.2M |
| Envestnet Portfolio Solutions, Inc. | 1.91% | Add +29.4% | 4,046,878 | $507.2M |
| Wells Fargo & Company | 0.13% | Reduce -5.1% | 3,923,895 | $491.8M |
| First Citizens Bank & Trust Co. | 6.77% | Add +43.5% | 2,821,990 | $353.7M |
| Royal Bank of Canada | 0.08% | Add +10.2% | 2,753,437 | $345.1M |
| Commerce Bank | 2.10% | Reduce -5.7% | 2,531,059 | $317.2M |
| Commonwealth Equity Services, LLC | 0.50% | Add +1.0% | 2,393,973 | $300.0M |
| FMR LLC | 0.02% | Reduce -2.5% | 2,063,159 | $258.6M |
| Betterment LLC | 0.67% | Reduce -4.6% | 1,978,662 | $248.0M |
| UBS Group AG | 0.07% | Reduce -0.3% | 1,710,314 | $214.4M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -1.5% | 1,544,889 | $193.6M |
| Zions Bancorporation, N.A. | 11.90% | Add +1.1% | 1,289,961 | $161.7M |
| Victory Capital Management Inc. | 0.15% | Reduce -15.3% | 1,203,500 | $150.8M |
| Ameriprise Financial Inc. | 0.04% | Reduce -0.6% | 1,195,596 | $150.4M |
| Cassaday & Co Wealth Management LLC | 3.72% | Add +1.8% | 914,088 | $114.6M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -3.3% | 855,914 | $107.3M |
| LPL Financial LLC | 0.06% | Reduce -3.6% | 840,905 | $105.4M |
| Stephens Inc. | 1.60% | Add +18.8% | 820,856 | $102.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -11.0% | 727,113 | $91.1M |
| Stephens Group Asset Management, LLC | 7.80% | Add +0.9% | 681,100 | $85.4M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Add +3.3% | 566,565 | $71.0M |
| Truist Financial Corp. | 0.11% | Reduce -7.4% | 559,527 | $70.1M |
| Equitable Holdings, Inc. | 0.71% | Reduce -6.7% | 503,612 | $63.1M |
| Heritage Wealth Advisors | 2.68% | Add +0.3% | 469,101 | $58.8M |
| One Capital Management, LLC | 1.80% | Add +3.2% | 396,508 | $49.7M |
| AMG National Trust Bank | 1.30% | Reduce -3.0% | 355,226 | $44.5M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -0.1% | 306,105 | $38.4M |
| Cetera Investment Advisers | 0.09% | Add +648.3% | 295,739 | $37.1M |
| Corient Private Wealth LP | 0.07% | Reduce -8.7% | 293,516 | $36.8M |
| Chicago Partners Investment Group LLC | 1.55% | Reduce -0.3% | 303,941 | $36.4M |
| Wescott Financial Advisory Group, LLC | 4.40% | Add +1.2% | 282,429 | $35.4M |
| AE Wealth Management LLC | 0.40% | Reduce -51.6% | 280,990 | $35.2M |
| Mariner, LLC | 0.07% | Reduce -3.1% | 278,886 | $35.0M |
| GLOBALT Investments LLC / GA | 1.36% | Reduce -0.6% | 272,264 | $34.1M |
| Cedar Mountain Advisors, LLC | 7.76% | Add +0.5% | 246,299 | $30.9M |
| Osaic Holdings, Inc. | 0.06% | Reduce -25.2% | 228,469 | $28.6M |
| Avantax Planning Partners, Inc. | 0.86% | Add +3.1% | 212,038 | $26.6M |
| Keybank National Association | 0.11% | Reduce -0.4% | 204,432 | $25.6M |
| SVB Wealth LLC | 0.56% | Add +94.6% | 200,455 | $25.1M |
| M&T Bank Corp | 0.09% | Reduce -2.3% | 196,969 | $24.7M |
| Covenant Partners, LLC | 7.07% | Reduce -4.7% | 193,434 | $24.2M |
| LPWM LLC | 8.81% | Add +2.1% | 196,938 | $24.0M |
| Pegasus Partners Ltd. | 2.38% | Add +5.4% | 178,961 | $22.4M |
| Kestra Advisory Services, LLC | 0.15% | Add +2.9% | 174,740 | $21.9M |
| Hapanowicz & Associates Financial Services, Inc | 11.99% | Add +1.3% | 167,549 | $21.0M |
| Raymond James & Associates | 0.01% | Reduce -27.0% | 163,787 | $20.5M |
| Moneta Group Investment Advisors LLC | 0.33% | Add +45.5% | 162,435 | $20.4M |
| Rockefeller Capital Management L.P. | 0.06% | Add +16.4% | 157,816 | $19.8M |
| Badgley Phelps Wealth Managers, LLC | 0.49% | Add +4.6% | 155,771 | $19.5M |
| Asset Management Group, Inc. | 2.93% | Reduce -1.0% | 153,890 | $19.3M |
| Captrust Financial Advisors | 0.07% | Reduce -28.4% | 150,774 | $18.9M |
| Rodgers & Associates, LTD | 2.38% | Reduce -2.4% | 147,922 | $18.5M |
| HighTower Advisors, LLC | 0.03% | Reduce -9.0% | 146,925 | $18.4M |
| First Citizens Asset Management, Inc. | 6.80% | Add +43.5% | 143,375 | $18.0M |
| Anchor Capital Advisors LLC | 0.47% | Reduce -55.9% | 142,729 | $17.9M |
| RTD Financial Advisors, Inc. | 2.39% | Add +5.0% | 141,975 | $17.8M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -3.4% | 141,319 | $17.6M |
| Bishop & Co Investment Management, LLC | 7.23% | Reduce -39.6% | 139,394 | $17.5M |
| Fifth Third Bancorp | 0.07% | Reduce -10.1% | 137,733 | $17.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.1% | 137,003 | $17.2M |
| Advisors Preferred, LLC | 2.78% | Reduce -13.7% | 132,840 | $16.5M |
| LBJ Family Wealth Advisors, Ltd. | 10.30% | Add +3.2% | 129,322 | $16.2M |
| Stifel Financial Corp. | 0.02% | Add +0.4% | 128,620 | $16.1M |
| Baird Financial Group, Inc. | 0.03% | Reduce -14.9% | 128,137 | $16.1M |
| Legacy Edge Advisors, LLC | 3.30% | Add +1.0% | 126,248 | $15.8M |
| Northern Trust Corp. | 0.00% | Reduce -1.6% | 126,241 | $15.8M |
| Focus Partners Wealth | 0.12% | Add +2359.0% | 119,532 | $15.0M |
| HSBC Holdings PLC | 0.01% | Add +3.2% | 119,426 | $15.0M |
| Avantax Advisory Services, Inc. | 0.13% | Reduce -3.3% | 115,371 | $14.5M |
| UMB Bank, n.a. | 0.23% | Reduce -2.7% | 115,129 | $14.4M |
| Comerica Bank | 0.06% | Reduce -6.6% | 114,030 | $14.3M |
| FSA Wealth Management LLC | 6.17% | Add +2.8% | 113,138 | $14.2M |
| Steward Partners Investment Advisory, LLC | 0.15% | Add +3.8% | 111,152 | $13.9M |
| HUB Investment Partners, LLC | 0.76% | Add +0.4% | 109,911 | $13.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -5.7% | 108,375 | $13.6M |
| Simplicity Wealth,LLC | 0.32% | Add +85.9% | 107,669 | $13.5M |
| Waverly Advisors, LLC | 0.31% | Reduce -12.6% | 105,966 | $13.3M |
| Fifth Third Securities, Inc. | 1.26% | Reduce -0.1% | 103,679 | $13.0M |
| Bokf, NA | 0.24% | Reduce -1.0% | 104,249 | $13.0M |
| Bank of Montreal | 0.00% | Reduce -6.6% | 97,211 | $12.2M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Reduce -4.0% | 96,632 | $12.1M |
| Creative Planning | 0.01% | Reduce -4.1% | 96,538 | $12.1M |
| Accredited Investors Inc. | 0.73% | Reduce -1.8% | 90,425 | $11.3M |
| Assetmark, Inc. | 0.04% | Add +6115.9% | 88,576 | $11.1M |
| Etfidea, LLC | 3.75% | Add +4.3% | 87,679 | $11.0M |
| Thompson Siegel & Walmsley LLC | 0.17% | Reduce -59.1% | 86,639 | $10.9M |
| JMG Financial Group, Ltd. | 0.41% | Reduce -1.4% | 85,345 | $10.7M |
| Johnson Investment Counsel Inc. | 0.11% | Reduce -3.6% | 83,696 | $10.5M |
| Occidental Asset Management, LLC | 1.95% | Add +2.2% | 83,387 | $10.5M |
| Principal Financial Group Inc. | 0.01% | Add +20.5% | 82,200 | $10.3M |
| First Horizon Advisors, Inc. | 0.32% | Reduce -7.3% | 81,376 | $10.2M |
| Kestra Private Wealth Services, LLC | 0.23% | Reduce -0.5% | 80,949 | $10.1M |
| Earnest Partners LLC | 0.05% | Add +73.1% | 80,397 | $10.1M |
| Prudential Financial Inc. | 0.01% | Reduce -3.9% | 78,101 | $9.8M |
| Twin Focus Capital Partners, LLC | 1.81% | Add +8.0% | 75,915 | $9.5M |
| MAI Capital Management | 0.09% | Reduce -2.7% | 68,875 | $8.6M |
"% of holder's portfolio" is IWS's weight in each manager's 13F, not the share of iShares Russell Mid-Cap Valu the manager owns.