iShares Russell Mid-Cap ValuIWSETF
13F holders, Q4 2024 (December 31)948holders +68
60new positions
32sold out
4famous investors
$129.01avg. 13F price*
At the end of Q4 2024, 948 institutions reported holding iShares Russell Mid-Cap Valu (IWS) in their 13F filings, up 68 from Q3 2024. 60 opened new positions and 32 sold out. The largest holders were Jones Financial Companies LLLP ($1.2B), Morgan Stanley ($1.0B) and US Bancorp \de ($549.9M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $34.1M |
| Exits | 32 | $21.5M |
All 13F filers, Q3 2024 → Q4 2024: 4,619,523 shares bought and 1,279,208 shares sold, net +3,340,315 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 948 holders
| Jones Financial Companies LLLP | 1.15% | Add +6.7% | 9,320,249 | $1.2B |
| Morgan Stanley | 0.07% | Reduce -0.4% | 7,929,895 | $1.0B |
| US Bancorp \de | 0.72% | Add +1.7% | 4,251,283 | $549.9M |
| Bank of America Corp. | 0.05% | Add +14.2% | 4,197,949 | $543.0M |
| Wells Fargo & Company | 0.13% | Add +6.3% | 4,069,223 | $526.3M |
| Envestnet Portfolio Solutions, Inc. | 1.64% | Add +1.6% | 3,884,250 | $502.4M |
| Tiaa Trust, National Association | 1.42% | Reduce -4.2% | 3,629,178 | $469.3M |
| Royal Bank of Canada | 0.09% | Add +4.1% | 3,368,056 | $435.6M |
| First Citizens Bank & Trust Co. | 6.10% | Add +0.4% | 2,570,252 | $332.4M |
| Commerce Bank | 1.83% | Reduce -2.4% | 2,290,432 | $296.2M |
| Commonwealth Equity Services, LLC | 0.41% | Add +3.8% | 2,148,301 | $277.9M |
| FMR LLC | 0.02% | Reduce -0.3% | 2,016,124 | $260.8M |
| Betterment LLC | 0.55% | Reduce -3.2% | 1,795,205 | $232.2M |
| UBS Group AG | 0.05% | Add +0.3% | 1,695,569 | $219.3M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -1.3% | 1,445,711 | $187.0M |
| Ameriprise Financial Inc. | 0.04% | Reduce -1.2% | 1,198,106 | $155.0M |
| Zions Bancorporation, N.A. | 9.61% | Add +7.2% | 1,177,815 | $152.3M |
| LPL Financial LLC | 0.06% | Add +11.6% | 1,102,590 | $142.6M |
| Victory Capital Management Inc. | 0.14% | Add +2.9% | 1,067,000 | $138.0M |
| Cassaday & Co Wealth Management LLC | 3.41% | Add +1.6% | 966,560 | $125.0M |
| Stephens Inc. | 1.49% | Add +0.7% | 823,567 | $106.5M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -2.5% | 772,732 | $99.9M |
| Raymond James Financial Inc. | 0.04% | — | 755,279 | $97.7M |
| JPMorgan Chase & Co. | 0.01% | Add +2.3% | 727,460 | $94.1M |
| Stephens Group Asset Management, LLC | 7.20% | Reduce -0.2% | 668,615 | $86.5M |
| Heritage Wealth Advisors | 3.30% | Add +3.3% | 514,623 | $66.6M |
| Anchor Capital Advisors LLC | 1.84% | Add +137.2% | 498,392 | $64.5M |
| Equitable Holdings, Inc. | 0.58% | Reduce -2.6% | 471,494 | $61.0M |
| Truist Financial Corp. | 0.09% | Add +0.4% | 434,683 | $56.2M |
| Money Concepts Capital Corp. | 3.64% | Add +7.4% | 378,394 | $48.9M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +11.0% | 352,942 | $45.6M |
| AMG National Trust Bank | 1.24% | Reduce -1.9% | 349,331 | $45.1M |
| One Capital Management, LLC | 1.38% | Reduce -4.9% | 321,755 | $41.6M |
| AE Wealth Management LLC | 0.33% | Add +2.3% | 303,779 | $39.3M |
| SVB Wealth LLC | 0.72% | Add +391.2% | 298,260 | $38.6M |
| Lido Advisors, LLC | 0.24% | Add +694.1% | 295,952 | $38.3M |
| Cetera Investment Advisers | 0.08% | Add +1.3% | 293,256 | $37.9M |
| Thompson Siegel & Walmsley LLC | 0.59% | Add +162.7% | 288,905 | $37.4M |
| Chicago Partners Investment Group LLC | 1.16% | Reduce -10.7% | 268,107 | $34.8M |
| Mariner, LLC | 0.06% | Reduce -2.0% | 267,173 | $34.6M |
| GLOBALT Investments LLC / GA | 1.27% | Reduce -3.2% | 255,896 | $33.1M |
| Cedar Mountain Advisors, LLC | 7.18% | Add +1.3% | 252,667 | $32.7M |
| Wescott Financial Advisory Group, LLC | 3.08% | Reduce -2.5% | 230,162 | $29.8M |
| Natixis Advisors, LLC | 0.05% | Add +50.2% | 209,320 | $27.1M |
| Keybank National Association | 0.10% | Reduce -0.1% | 202,911 | $26.2M |
| LPWM LLC | 8.42% | Reduce -0.8% | 202,699 | $26.2M |
| Osaic Holdings, Inc. | 0.06% | Reduce -2.5% | 193,076 | $25.0M |
| M&T Bank Corp | 0.08% | Reduce -3.9% | 182,813 | $23.6M |
| Kestra Advisory Services, LLC | 0.13% | Add +3.3% | 181,789 | $23.5M |
| Covenant Partners, LLC | 7.15% | Add +2.3% | 179,261 | $23.2M |
| Focus Partners Wealth | 0.06% | Add +1443.9% | 171,140 | $22.1M |
| Moneta Group Investment Advisors LLC | 0.30% | Add +2.3% | 164,955 | $21.3M |
| HighTower Advisors, LLC | 0.03% | Add +3.5% | 163,698 | $21.2M |
| RTD Financial Advisors, Inc. | 2.71% | Add +7.5% | 163,216 | $21.1M |
| Rodgers & Associates, LTD | 2.49% | Add +3.1% | 161,250 | $20.9M |
| Badgley Phelps Wealth Managers, LLC | 0.48% | Add +1.1% | 159,838 | $20.7M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.4% | 157,105 | $20.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +42.0% | 154,026 | $19.9M |
| Asset Management Group, Inc. | 3.49% | Reduce -0.3% | 151,668 | $19.6M |
| Captrust Financial Advisors | 0.05% | Add +16.3% | 143,487 | $18.6M |
| Bishop & Co Investment Management, LLC | 6.91% | Reduce -0.1% | 140,108 | $18.1M |
| Legacy Edge Advisors, LLC | 2.83% | Reduce -2.8% | 138,058 | $17.8M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -1.7% | 135,852 | $17.6M |
| Northern Trust Corp. | 0.00% | Add +6.5% | 134,658 | $17.4M |
| Earnest Partners LLC | 0.08% | Add +38.6% | 130,406 | $16.9M |
| First Citizens Asset Management, Inc. | 6.16% | Add +0.7% | 130,063 | $16.8M |
| Nuance Investments, LLC | 0.67% | Add +623.8% | 128,916 | $16.7M |
| Fifth Third Bancorp | 0.06% | Reduce -4.1% | 127,189 | $16.5M |
| LBJ Family Wealth Advisors, Ltd. | 9.72% | Reduce -0.7% | 126,065 | $16.3M |
| Stifel Financial Corp. | 0.02% | Reduce -3.4% | 124,759 | $16.1M |
| Baird Financial Group, Inc. | 0.03% | Add +2.8% | 117,363 | $15.2M |
| FSA Wealth Management LLC | 6.04% | Reduce -0.4% | 115,077 | $14.9M |
| Corient Private Wealth LP | 0.02% | Reduce -61.4% | 114,998 | $14.9M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +2.3% | 114,359 | $14.8M |
| Creative Planning | 0.01% | Add +19.4% | 112,143 | $14.5M |
| Waverly Advisors, LLC | 0.22% | Add +4.8% | 110,631 | $14.3M |
| Fifth Third Securities, Inc. | 1.17% | Add +2.4% | 106,162 | $13.7M |
| HSBC Holdings PLC | 0.01% | Add +4.7% | 105,860 | $13.7M |
| HUB Investment Partners, LLC | 0.57% | Reduce -5.5% | 104,548 | $13.5M |
| Sterling Capital Management LLC | 0.18% | Reduce -12.1% | 104,136 | $13.5M |
| Comerica Bank | 0.05% | Reduce -2.6% | 103,515 | $13.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -1.3% | 101,558 | $13.1M |
| Bokf, NA | 0.21% | Reduce -0.6% | 98,870 | $12.6M |
| Bank of Montreal | 0.01% | Reduce -1.0% | 96,293 | $12.5M |
| Johnson Investment Counsel Inc. | 0.12% | Reduce -1.2% | 94,931 | $12.3M |
| Prosperity Consulting Group, LLC | 0.91% | Add +0.4% | 93,004 | $12.0M |
| Occidental Asset Management, LLC | 1.86% | Add +4.4% | 91,916 | $11.9M |
| Evergreen Capital Management LLC | 0.38% | Add +37.0% | 89,903 | $11.6M |
| UMB Bank, n.a. | 0.18% | Reduce -8.2% | 89,632 | $11.6M |
| Bartlett & Co. Wealth Management LLC | 0.16% | Reduce -5.3% | 87,374 | $11.3M |
| Clearstead Advisors, LLC | 0.17% | Reduce -10.6% | 86,746 | $11.2M |
| First Horizon Advisors, Inc. | 0.30% | Add +2.9% | 82,014 | $10.6M |
| Accredited Investors Inc. | 0.61% | Reduce -2.1% | 80,163 | $10.4M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -1.5% | 79,252 | $10.3M |
| MAI Capital Management | 0.08% | Add +10.6% | 78,544 | $10.2M |
| JMG Financial Group, Ltd. | 0.35% | Reduce -1.9% | 78,533 | $10.2M |
| Savant Capital, LLC | 0.08% | Reduce -11.5% | 78,250 | $10.1M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +1.0% | 75,056 | $9.7M |
| Twin Focus Capital Partners, LLC | 1.39% | Add +0.5% | 72,882 | $9.4M |
| MML Investors Services, LLC | 0.03% | Add +14.9% | 70,568 | $9.1M |
"% 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.