iShares Russell Mid-Cap ValuIWSETF
13F holders, Q3 2024 (September 30)880holders +24
60new positions
43sold out
4famous investors
$132.20avg. 13F price*
At the end of Q3 2024, 880 institutions reported holding iShares Russell Mid-Cap Valu (IWS) in their 13F filings, up 24 from Q2 2024. 60 opened new positions and 43 sold out. The largest holders were Jones Financial Companies LLLP ($1.2B), Morgan Stanley ($1.1B) and US Bancorp \de ($552.7M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell Mid-Cap Valu
- CUSIP
- 464287473
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $38.2M |
| Exits | 43 | $65.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,912,427 shares bought and 4,687,922 shares sold, net −2,775,495 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 880 holders
| Jones Financial Companies LLLP | 1.18% | Add +5.4% | 8,736,357 | $1.2B |
| Morgan Stanley | 0.08% | Add +0.4% | 7,962,480 | $1.1B |
| US Bancorp \de | 0.71% | Add +2.3% | 4,179,134 | $552.7M |
| Wells Fargo & Company | 0.12% | Reduce -0.9% | 3,827,353 | $506.2M |
| Envestnet Portfolio Solutions, Inc. | 1.64% | Reduce -7.8% | 3,823,373 | $505.6M |
| Tiaa Trust, National Association | 1.49% | Reduce -17.9% | 3,788,771 | $501.1M |
| Bank of America Corp. | 0.04% | Reduce -1.4% | 3,677,513 | $486.4M |
| Royal Bank of Canada | 0.10% | Add +4.2% | 3,236,356 | $428.0M |
| First Citizens Bank & Trust Co. | 7.44% | Reduce -11.6% | 2,559,610 | $338.5M |
| Commerce Bank | 1.90% | Reduce -3.6% | 2,346,647 | $310.3M |
| Commonwealth Equity Services, LLC | 0.42% | Reduce -7.5% | 2,070,490 | $273.8M |
| FMR LLC | 0.02% | Reduce -0.7% | 2,021,971 | $267.4M |
| Betterment LLC | 0.59% | Reduce -2.9% | 1,855,311 | $245.4M |
| UBS Group AG | 0.06% | Add +2.2% | 1,690,546 | $223.6M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -2.8% | 1,464,783 | $193.7M |
| Ameriprise Financial Inc. | 0.04% | Add +0.4% | 1,212,924 | $160.5M |
| Zions Bancorporation, N.A. | 10.59% | Reduce -0.3% | 1,098,634 | $145.3M |
| Victory Capital Management Inc. | 0.13% | Reduce -14.7% | 1,036,700 | $137.1M |
| LPL Financial LLC | 0.06% | Add +12.6% | 987,928 | $130.7M |
| Cassaday & Co Wealth Management LLC | 3.56% | Add +2.3% | 951,622 | $125.9M |
| Stephens Inc. | 1.53% | Reduce -0.3% | 817,670 | $108.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -0.1% | 792,359 | $104.8M |
| JPMorgan Chase & Co. | 0.01% | Add +0.5% | 711,365 | $94.1M |
| Stephens Group Asset Management, LLC | 7.41% | Reduce -1.0% | 670,188 | $88.6M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Reduce -6.4% | 548,633 | $72.6M |
| Heritage Wealth Advisors | 3.09% | Add +3.6% | 498,053 | $65.9M |
| Equitable Holdings, Inc. | 0.62% | Reduce -1.4% | 484,151 | $64.0M |
| Truist Financial Corp. | 0.09% | Reduce -21.0% | 432,798 | $57.2M |
| AMG National Trust Bank | 1.28% | Reduce -1.6% | 356,138 | $47.1M |
| Money Concepts Capital Corp. | 3.54% | Add +4142.9% | 352,376 | $46.6M |
| One Capital Management, LLC | 1.43% | Reduce -1.2% | 338,213 | $44.7M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +0.5% | 318,079 | $42.1M |
| Chicago Partners Investment Group LLC | 1.41% | Add +1.5% | 300,124 | $39.6M |
| Corient Private Wealth LP | 0.06% | Reduce -7.1% | 297,733 | $39.4M |
| AE Wealth Management LLC | 0.36% | Add +4.3% | 296,892 | $39.3M |
| Cetera Investment Advisers | 0.08% | Reduce -0.6% | 289,553 | $38.3M |
| Mariner, LLC | 0.06% | Reduce -1.1% | 272,775 | $36.1M |
| GLOBALT Investments LLC / GA | 1.31% | Reduce -3.9% | 264,247 | $34.9M |
| Cedar Mountain Advisors, LLC | 7.43% | Add +0.3% | 249,347 | $33.0M |
| Wescott Financial Advisory Group, LLC | 3.35% | Reduce -13.2% | 235,949 | $31.2M |
| Pegasus Partners Ltd. | 2.61% | Add +8.1% | 210,877 | $27.9M |
| Anchor Capital Advisors LLC | 0.74% | Reduce -38.5% | 210,146 | $27.8M |
| Keybank National Association | 0.10% | Add +0.1% | 203,222 | $26.9M |
| LPWM LLC | 8.73% | Add +2.3% | 204,308 | $26.7M |
| Osaic Holdings, Inc. | 0.06% | Reduce -8.1% | 197,960 | $26.2M |
| M&T Bank Corp | 0.08% | Reduce -2.5% | 190,284 | $25.2M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -0.6% | 176,024 | $23.3M |
| Covenant Partners, LLC | 6.74% | Reduce -4.0% | 175,216 | $23.2M |
| Raymond James & Associates | 0.01% | Add +2.4% | 168,928 | $22.3M |
| Moneta Group Investment Advisors LLC | 0.31% | Reduce -0.0% | 161,262 | $21.3M |
| Badgley Phelps Wealth Managers, LLC | 0.49% | Add +1.5% | 158,165 | $20.9M |
| HighTower Advisors, LLC | 0.03% | Add +3.2% | 158,113 | $20.9M |
| Rodgers & Associates, LTD | 2.47% | Add +3.9% | 156,393 | $20.7M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -4.2% | 153,495 | $20.3M |
| Asset Management Group, Inc. | 2.84% | Reduce -0.4% | 152,168 | $20.1M |
| RTD Financial Advisors, Inc. | 2.54% | Add +6.2% | 151,872 | $20.1M |
| Legacy Edge Advisors, LLC | 3.00% | Add +8.6% | 141,967 | $18.8M |
| Bishop & Co Investment Management, LLC | 7.06% | Add +0.7% | 140,197 | $18.5M |
| Natixis Advisors, LLC | 0.04% | Reduce -41.2% | 139,379 | $18.4M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -0.3% | 138,238 | $18.3M |
| Fifth Third Bancorp | 0.06% | Reduce -2.2% | 132,655 | $17.5M |
| First Citizens Asset Management, Inc. | 6.07% | Reduce -9.9% | 129,141 | $17.1M |
| Stifel Financial Corp. | 0.02% | Reduce -1.4% | 129,108 | $17.1M |
| LBJ Family Wealth Advisors, Ltd. | 9.96% | Reduce -0.0% | 126,975 | $16.8M |
| Northern Trust Corp. | 0.00% | Add +0.4% | 126,497 | $16.7M |
| Captrust Financial Advisors | 0.05% | Reduce -2.0% | 123,366 | $16.3M |
| Sterling Capital Management LLC | 0.20% | — | 118,462 | $15.7M |
| FSA Wealth Management LLC | 6.11% | — | 115,561 | $15.3M |
| Baird Financial Group, Inc. | 0.03% | Add +4.0% | 114,148 | $15.1M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +0.0% | 111,846 | $14.8M |
| HUB Investment Partners, LLC | 0.64% | Reduce -7.4% | 110,605 | $14.6M |
| Thompson Siegel & Walmsley LLC | 0.22% | Reduce -40.3% | 109,967 | $14.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.2% | 108,484 | $14.3M |
| Comerica Bank | 0.06% | Add +0.2% | 106,291 | $14.1M |
| Waverly Advisors, LLC | 0.26% | Reduce -0.0% | 105,533 | $14.0M |
| Fifth Third Securities, Inc. | 1.30% | Reduce -1.4% | 103,661 | $13.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -5.1% | 102,881 | $13.6M |
| Hapanowicz & Associates Financial Services, Inc | 6.83% | Reduce -39.9% | 102,608 | $13.6M |
| HSBC Holdings PLC | 0.01% | Reduce -56.7% | 101,087 | $13.4M |
| Bokf, NA | 0.23% | Reduce -0.3% | 99,486 | $13.0M |
| UMB Bank, n.a. | 0.20% | Reduce -6.3% | 97,626 | $12.9M |
| Bank of Montreal | 0.01% | Add +0.4% | 97,268 | $12.8M |
| Clearstead Advisors, LLC | 0.20% | Add +10.5% | 97,054 | $12.8M |
| Johnson Investment Counsel Inc. | 0.13% | Add +14.9% | 96,052 | $12.7M |
| Earnest Partners LLC | 0.05% | Reduce -49.9% | 94,110 | $12.4M |
| Creative Planning | 0.01% | Reduce -2.4% | 93,902 | $12.4M |
| Prosperity Consulting Group, LLC | 0.96% | Add +38.8% | 92,642 | $12.3M |
| Bartlett & Co. Wealth Management LLC | 0.17% | Reduce -1.5% | 92,226 | $12.2M |
| Etfidea, LLC | 3.79% | Add +1.0% | 90,620 | $12.0M |
| Savant Capital, LLC | 0.10% | Add +33.7% | 88,451 | $11.7M |
| Occidental Asset Management, LLC | 1.88% | Add +0.0% | 88,027 | $11.6M |
| Accredited Investors Inc. | 0.62% | Add +1.2% | 81,912 | $10.8M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -34.1% | 80,455 | $10.6M |
| JMG Financial Group, Ltd. | 0.36% | Reduce -0.9% | 80,042 | $10.6M |
| First Horizon Advisors, Inc. | 0.29% | Reduce -2.2% | 79,670 | $10.5M |
| Prudential Financial Inc. | 0.01% | Add +2.0% | 76,099 | $10.1M |
| Kestra Private Wealth Services, LLC | 0.18% | Reduce -2.4% | 74,294 | $9.8M |
| Twin Focus Capital Partners, LLC | 1.51% | Reduce -1.9% | 72,522 | $9.6M |
| MAI Capital Management | 0.09% | Add +3.7% | 70,999 | $9.4M |
| Synovus Financial Corp. | 0.11% | Add +4.8% | 69,873 | $9.2M |
"% 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.