iShares Russell Mid-Cap ValuIWSETF
13F holders, Q2 2024 (June 30)856holders +4
51new positions
46sold out
2famous investors
$120.60avg. 13F price*
At the end of Q2 2024, 856 institutions reported holding iShares Russell Mid-Cap Valu (IWS) in their 13F filings, up 4 from Q1 2024. 51 opened new positions and 46 sold out. The largest holders were Jones Financial Companies LLLP ($1.0B), Morgan Stanley ($957.5M) and Tiaa Trust, National Association ($557.1M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $61.5M |
| Exits | 46 | $35.4M |
All 13F filers, Q1 2024 → Q2 2024: 3,252,994 shares bought and 10,414,389 shares sold, net −7,161,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 856 holders
| Jones Financial Companies LLLP | 1.16% | Add +6.0% | 8,289,446 | $1.0B |
| Morgan Stanley | 0.07% | Reduce -0.4% | 7,930,180 | $957.5M |
| Tiaa Trust, National Association | 1.72% | Reduce -63.3% | 4,617,188 | $557.1M |
| Envestnet Portfolio Solutions, Inc. | 1.75% | Add +2.5% | 4,147,092 | $500.7M |
| US Bancorp \de | 0.67% | Add +0.2% | 4,087,102 | $493.5M |
| Wells Fargo & Company | 0.12% | Reduce -1.5% | 3,863,779 | $466.5M |
| Bank of America Corp. | 0.04% | Reduce -15.2% | 3,730,729 | $450.4M |
| Royal Bank of Canada | 0.09% | Add +12.8% | 3,106,489 | $375.1M |
| First Citizens Bank & Trust Co. | 6.59% | Add +2.6% | 2,894,098 | $349.4M |
| Commerce Bank | 1.91% | Reduce -3.8% | 2,435,630 | $294.1M |
| Commonwealth Equity Services, LLC | 0.43% | Reduce -6.5% | 2,237,115 | $270.1M |
| FMR LLC | 0.02% | Reduce -1.3% | 2,035,586 | $245.8M |
| Betterment LLC | 0.60% | Reduce -3.4% | 1,911,224 | $230.8M |
| UBS Group AG | 0.06% | Reduce -3.3% | 1,654,439 | $199.8M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -2.5% | 1,506,951 | $181.9M |
| Victory Capital Management Inc. | 0.15% | Add +1.0% | 1,215,700 | $146.8M |
| Ameriprise Financial Inc. | 0.04% | Add +1.1% | 1,208,497 | $145.9M |
| Zions Bancorporation, N.A. | 10.65% | Reduce -14.6% | 1,101,601 | $133.0M |
| Cassaday & Co Wealth Management LLC | 3.53% | Add +1.8% | 930,308 | $112.3M |
| LPL Financial LLC | 0.05% | Add +4.4% | 877,603 | $106.0M |
| Stephens Inc. | 1.51% | Reduce -0.1% | 820,181 | $99.0M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -7.3% | 793,561 | $95.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.6% | 708,058 | $85.5M |
| Stephens Group Asset Management, LLC | 7.45% | Reduce -0.7% | 676,677 | $81.7M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +3.4% | 585,867 | $70.7M |
| Truist Financial Corp. | 0.10% | Reduce -2.1% | 547,765 | $66.1M |
| Equitable Holdings, Inc. | 0.62% | Reduce -2.5% | 491,056 | $59.3M |
| Heritage Wealth Advisors | 2.62% | Add +2.5% | 480,649 | $58.0M |
| AMG National Trust Bank | 1.18% | Add +1.9% | 361,994 | $43.7M |
| Wolverine Trading, LLC | 0.69% | New | 350,170 | $42.3M |
| One Capital Management, LLC | 1.41% | Reduce -13.6% | 342,443 | $41.3M |
| Anchor Capital Advisors LLC | 1.16% | Add +139.3% | 341,598 | $41.2M |
| Corient Private Wealth LP | 0.07% | Add +9.2% | 320,443 | $38.5M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +3.4% | 316,579 | $38.2M |
| Chicago Partners Investment Group LLC | 1.46% | Reduce -2.7% | 295,642 | $37.7M |
| Cetera Investment Advisers | 0.08% | Reduce -1.5% | 291,327 | $35.2M |
| AE Wealth Management LLC | 0.34% | Add +1.3% | 284,573 | $34.4M |
| Mariner, LLC | 0.06% | Reduce -1.1% | 275,723 | $33.3M |
| GLOBALT Investments LLC / GA | 1.33% | Add +0.9% | 274,863 | $33.2M |
| Wescott Financial Advisory Group, LLC | 3.81% | Reduce -3.7% | 271,970 | $32.8M |
| Cedar Mountain Advisors, LLC | 7.41% | Add +1.0% | 248,687 | $30.0M |
| Focus Partners Wealth | 0.10% | Add +98.4% | 237,140 | $28.6M |
| Natixis Advisors, LLC | 0.06% | Add +962.4% | 236,919 | $28.6M |
| SVB Wealth LLC | 0.70% | Add +16.8% | 234,084 | $28.3M |
| HSBC Holdings PLC | 0.02% | Add +95.7% | 233,692 | $28.2M |
| Osaic Holdings, Inc. | 0.06% | Reduce -5.7% | 215,464 | $26.0M |
| Keybank National Association | 0.10% | Reduce -0.7% | 202,933 | $24.5M |
| LPWM LLC | 8.27% | Add +1.4% | 199,757 | $23.9M |
| Pegasus Partners Ltd. | 2.38% | Add +9.0% | 195,098 | $23.6M |
| M&T Bank Corp | 0.08% | Reduce -1.0% | 195,081 | $23.6M |
| Earnest Partners LLC | 0.11% | Add +133.4% | 187,672 | $22.7M |
| Thompson Siegel & Walmsley LLC | 0.36% | Add +112.7% | 184,318 | $22.3M |
| Covenant Partners, LLC | 6.70% | Reduce -5.6% | 182,517 | $22.0M |
| Kestra Advisory Services, LLC | 0.12% | Add +1.3% | 177,080 | $20.9M |
| Hapanowicz & Associates Financial Services, Inc | 11.77% | Add +1.9% | 170,787 | $20.6M |
| Raymond James & Associates | 0.01% | Add +0.7% | 164,924 | $19.9M |
| Moneta Group Investment Advisors LLC | 0.31% | Reduce -0.7% | 161,320 | $19.5M |
| Rockefeller Capital Management L.P. | 0.06% | Add +1.5% | 160,178 | $19.3M |
| Badgley Phelps Wealth Managers, LLC | 0.47% | Add +0.0% | 155,836 | $18.8M |
| HighTower Advisors, LLC | 0.03% | Add +4.3% | 153,185 | $18.5M |
| Asset Management Group, Inc. | 2.80% | Reduce -0.7% | 152,752 | $18.4M |
| Rodgers & Associates, LTD | 2.34% | Add +1.8% | 150,599 | $18.2M |
| First Citizens Asset Management, Inc. | 6.45% | Add +0.0% | 143,379 | $17.3M |
| RTD Financial Advisors, Inc. | 2.32% | Add +0.7% | 142,980 | $17.3M |
| Bishop & Co Investment Management, LLC | 10.20% | Reduce -0.1% | 139,218 | $16.8M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -1.9% | 138,637 | $16.6M |
| Fifth Third Bancorp | 0.06% | Reduce -1.5% | 135,616 | $16.4M |
| Stifel Financial Corp. | 0.02% | Add +1.8% | 130,903 | $15.8M |
| Legacy Edge Advisors, LLC | 2.91% | Add +3.5% | 130,732 | $15.8M |
| LBJ Family Wealth Advisors, Ltd. | 9.64% | Reduce -1.8% | 127,003 | $15.3M |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 126,049 | $15.2M |
| Captrust Financial Advisors | 0.05% | Reduce -16.5% | 125,914 | $15.2M |
| Avantax Advisory Services, Inc. | 0.11% | Add +5.8% | 122,088 | $14.7M |
| HUB Investment Partners, LLC | 0.70% | Add +8.7% | 119,422 | $14.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.2% | 112,106 | $13.5M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +0.6% | 111,799 | $13.5M |
| Baird Financial Group, Inc. | 0.03% | Reduce -14.4% | 109,709 | $13.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -0.0% | 108,362 | $13.1M |
| Comerica Bank | 0.05% | Reduce -7.0% | 106,097 | $12.8M |
| Waverly Advisors, LLC | 0.25% | Reduce -0.4% | 105,547 | $12.7M |
| Fifth Third Securities, Inc. | 1.17% | Add +1.4% | 105,128 | $12.7M |
| UMB Bank, n.a. | 0.21% | Reduce -9.5% | 104,232 | $12.6M |
| Bokf, NA | 0.22% | Reduce -4.3% | 99,791 | $12.0M |
| Bank of Montreal | 0.00% | Reduce -0.3% | 96,879 | $12.0M |
| Creative Planning | 0.01% | Reduce -0.3% | 96,200 | $11.6M |
| Bartlett & Co. Wealth Management LLC | 0.17% | Reduce -3.1% | 93,661 | $11.3M |
| Avantax Planning Partners, Inc. | 0.36% | Reduce -56.0% | 93,274 | $11.3M |
| Etfidea, LLC | 3.66% | Add +2.4% | 89,747 | $10.8M |
| Occidental Asset Management, LLC | 1.87% | Add +5.6% | 88,023 | $10.6M |
| Clearstead Advisors, LLC | 0.18% | Add +20518.5% | 87,835 | $10.6M |
| Assetmark, Inc. | 0.03% | Reduce -1.4% | 87,367 | $10.5M |
| Johnson Investment Counsel Inc. | 0.11% | Reduce -0.2% | 83,561 | $10.1M |
| First Horizon Advisors, Inc. | 0.30% | Add +0.1% | 81,467 | $9.8M |
| Accredited Investors Inc. | 0.61% | Reduce -10.5% | 80,912 | $9.8M |
| JMG Financial Group, Ltd. | 0.36% | Reduce -5.3% | 80,789 | $9.8M |
| Simplicity Wealth,LLC | 0.22% | Reduce -25.6% | 80,054 | $9.7M |
| Kestra Private Wealth Services, LLC | 0.18% | Reduce -5.9% | 76,156 | $9.2M |
| Prudential Financial Inc. | 0.01% | Reduce -4.5% | 74,611 | $9.0M |
| Twin Focus Capital Partners, LLC | 1.43% | Reduce -2.6% | 73,907 | $8.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -13.6% | 71,000 | $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.