IWS Institutional Ownership
iShares Russell Mid-Cap Value ETF
1W: -0.4%
1M: -3.8%
3M: -2.1%
YTD: +14.0%
1Y: +16.8%
3Y: +62.4%
5Y: +51.3%
$162.56
+0.79 (+0.49%)
Weekly Expected Move ±1.3%
$158
$160
$163
$165
$167
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
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Dark Pool
Short Interest
Dividends
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Institutional Ownership — IWS
1,088
Institutional Holders
+41 vs prior quarter
0.0%
Ownership
+0.00pp
12B
Total Invested
107
New Positions
289
Increased
393
Reduced
38
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1142 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 8,080,549 | 1.3B | +15,169 | +0.2% | 60Q | SEC ↗ |
| 2 | JONES FINANCIAL COMPANIES LLLP | 6,991,663 | 1.1B | -710,571 | -9.2% | 26Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 3,628,958 | 590M | -304,372 | -7.7% | 99Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 3,493,811 | 568M | -73,757 | -2.1% | 15Q | SEC ↗ |
| 5 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 2,733,733 | 444M | +60,314 | +2.3% | 2Q | SEC ↗ |
| 6 | Envestnet Portfolio Solutions, Inc. | 2,522,416 | 410M | -259,887 | -9.3% | 12Q | SEC ↗ |
| 7 | FIRST CITIZENS BANK & TRUST CO | 2,408,682 | 392M | -257,666 | -9.7% | 39Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 2,175,825 | 354M | -200,917 | -8.5% | 67Q | SEC ↗ |
| 9 | US BANCORP \DE | 1,985,054 | 323M | -49,260 | -2.4% | 97Q | SEC ↗ |
| 10 | FMR LLC | 1,915,152 | 311M | -12,618 | -0.7% | 99Q | SEC ↗ |
| 11 | COMMERCE BANK | 1,912,761 | 311M | -67,691 | -3.4% | 89Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 1,868,064 | 304M | +2,768 | +0.1% | 35Q | SEC ↗ |
| 13 | UBS Group AG | 1,686,200 | 274M | -91,973 | -5.2% | 47Q | SEC ↗ |
| 14 | Betterment LLC | 1,386,524 | 225M | -92,283 | -6.2% | 47Q | SEC ↗ |
| 15 | PNC Financial Services Group, Inc. | 1,224,739 | 199M | -26,943 | -2.2% | 15Q | SEC ↗ |
| 16 | LPL Financial LLC | 1,220,367 | 198M | -26,615 | -2.1% | 54Q | SEC ↗ |
| 17 | Cassaday & Co Wealth Management LLC | 1,043,989 | 170M | +20,250 | +2.0% | 15Q | SEC ↗ |
| 18 | AMERIPRISE FINANCIAL INC | 1,024,250 | 167M | +31,600 | +3.2% | 16Q | SEC ↗ |
| 19 | ZIONS BANCORPORATION, NATIONAL ASSOCIA | 940,874 | 153M | -6,669 | -0.7% | 6Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 838,328 | 136M | -103,025 | -10.9% | 79Q | SEC ↗ |
| 21 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 761,386 | 124M | -9,487 | -1.2% | 4Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 759,625 | 123M | -27,908 | -3.5% | 89Q | SEC ↗ |
| 23 | STEPHENS GROUP ASSET MANAGEMENT, LLC | 709,976 | 115M | -3,505 | -0.5% | 35Q | SEC ↗ |
| 24 | STEPHENS INC /AR | 669,651 | 109M | -13,974 | -2.0% | 16Q | SEC ↗ |
| 25 | RAYMOND JAMES FINANCIAL INC | 641,160 | 104M | -7,693 | -1.2% | 7Q | SEC ↗ |
| 26 | Heritage Wealth Advisors | 534,456 | 87M | -11,015 | -2.0% | 51Q | SEC ↗ |
| 27 | Cetera Investment Advisers | 448,812 | 73M | +17,711 | +4.1% | 39Q | SEC ↗ |
| 28 | MONEY CONCEPTS CAPITAL CORP | 443,267 | 72M | +13,585 | +3.2% | 10Q | SEC ↗ |
| 29 | TRUIST FINANCIAL CORP | 433,102 | 70M | -4,009 | -0.9% | 53Q | SEC ↗ |
| 30 | AE Wealth Management LLC | 368,117 | 60M | -12,191 | -3.2% | 39Q | SEC ↗ |
| 31 | AMG National Trust Bank | 309,347 | 50M | -6,022 | -1.9% | 79Q | SEC ↗ |
| 32 | Lido Advisors, LLC | 308,877 | 50M | -12,349 | -3.8% | 25Q | SEC ↗ |
| 33 | Mariner, LLC | 298,489 | 49M | +5,425 | +1.9% | 58Q | SEC ↗ |
| 34 | SVB WEALTH LLC | 276,422 | 45M | +15,220 | +5.8% | 5Q | SEC ↗ |
| 35 | Cedar Mountain Advisors, LLC | 252,713 | 41M | +1,131 | +0.4% | 27Q | SEC ↗ |
| 36 | Chicago Partners Investment Group LLC | 251,143 | 41M | -3,976 | -1.6% | 47Q | SEC ↗ |
| 37 | GLOBALT Investments LLC / GA | 246,217 | 40M | -6,690 | -2.6% | 11Q | SEC ↗ |
| 38 | Focus Partners Wealth | 242,638 | 39M | +1,564 | +0.6% | 11Q | SEC ↗ |
| 39 | ANCHOR CAPITAL ADVISORS LLC | 236,815 | 38M | -41,556 | -14.9% | 15Q | SEC ↗ |
| 40 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 227,724 | 37M | -14,115 | -5.8% | 75Q | SEC ↗ |
| 41 | HighTower Advisors, LLC | 220,288 | 36M | +1,659 | +0.8% | 54Q | SEC ↗ |
| 42 | OSAIC HOLDINGS, INC. | 217,129 | 35M | +14,174 | +7.0% | 26Q | SEC ↗ |
| 43 | LPWM LLC | 216,410 | 35M | -10,281 | -4.5% | 27Q | SEC ↗ |
| 44 | TIAA TRUST, NATIONAL ASSOCIATION | 214,090 | 35M | -2,555 | -1.2% | 12Q | SEC ↗ |
| 45 | FIFTH THIRD BANCORP | 202,538 | 33M | -1,380 | -0.7% | 26Q | SEC ↗ |
| 46 | KEYBANK NATIONAL ASSOCIATION/OH | 196,189 | 32M | -2,370 | -1.2% | 88Q | SEC ↗ |
| 47 | THOMPSON SIEGEL & WALMSLEY LLC | 194,138 | 32M | -27,372 | -12.4% | 51Q | SEC ↗ |
| 48 | Baird Financial Group, Inc. | 184,290 | 30M | +15,187 | +9.0% | 45Q | SEC ↗ |
| 49 | Badgley Phelps Wealth Managers, LLC | 181,221 | 29M | +2,720 | +1.5% | 20Q | SEC ↗ |
| 50 | CIBC Bancorp USA Inc. | 178,812 | 29M | +14,699 | +9.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Montgomery Financial Services LLC | 39,630 | 6M |
| Global Retirement Partners, LLC | 35,818 | 6M |
| J.W. COLE ADVISORS, INC. | 27,136 | 4M |
| XTX Topco Ltd | 25,992 | 4M |
| Midwest Professional Planners, LTD. | 23,809 | 4M |
| CITADEL ADVISORS LLC | 15,618 | 3M |
| MFA WEALTH ADVISORS, LLC | 9,882 | 2M |
| PKS Advisory Services, LLC | 7,056 | 1M |
| FLOW TRADERS U.S. LLC | 5,845 | 950K |
| IFG Advisory, LLC | 5,745 | 934K |
| Thomasville National Bank | 5,657 | 920K |
| TWO SIGMA SECURITIES, LLC | 5,514 | 896K |
| RENAISSANCE TECHNOLOGIES LLC | 5,400 | 878K |
| CALTON & ASSOCIATES, INC. | 5,337 | 868K |
| ALONGSIDE, LLC | 5,002 | 813K |
| 49 WEALTH MANAGEMENT, LLC | 5,002 | 813K |
| CANANDAIGUA NATIONAL BANK & TRUST C | 4,838 | 786K |
| CANANDAIGUA NATIONAL CORP | 4,838 | 786K |
| Spectrum Advisors, Inc. | 4,509 | 733K |
| BIP Wealth, LLC | 4,376 | 711K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Pacific Life Fund Advisors LLC | 606,826 | 99M |
| Proficio Capital Partners LLC | 357,500 | 58M |
| BNP PARIBAS FINANCIAL MARKETS | 296,327 | 48M |
| WELLINGTON MANAGEMENT GROUP LLP | 58,876 | 10M |
| CRAMER ROSENTHAL MCGLYNN LLC | 50,389 | 8M |
| Monument Capital Management | 45,930 | 7M |
| Stratos Investment Management, LLC | 36,654 | 6M |
| One Wealth Advisors, LLC | 13,968 | 2M |
| TFB Advisors LLC | 12,289 | 2M |
| RPg Family Wealth Advisory, LLC | 12,123 | 2M |
| Risk Paradigm Group, LLC | 11,690 | 2M |
| Y-Intercept (Hong Kong) Ltd | 9,937 | 2M |
| SOL Capital Management CO | 8,390 | 1M |
| Legacy Wealth Asset Management, LLC | 6,430 | 1M |
| EVOKE WEALTH, LLC | 6,001 | 976K |
| DEAN INVESTMENT ASSOCIATES, LLC | 5,359 | 871K |
| Ballew Advisors, Inc | 5,210 | 847K |
| OPPENHEIMER ASSET MANAGEMENT INC. | 4,318 | 702K |
| Park Place Capital Corp | 4,118 | 669K |
| REINHART PARTNERS, LLC. | 4,055 | 659K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Moran Wealth Management, LLC | +75,964 | +3174.4% | 78,357 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | +60,314 | +2.3% | 2,733,733 |
| Pathstone Holdings, LLC | +51,434 | +193.6% | 78,000 |
| FRANKLIN RESOURCES INC | +47,431 | +713.5% | 54,079 |
| Arax Advisory Partners | +46,932 | +36.6% | 175,240 |
| AMERIPRISE FINANCIAL INC | +31,600 | +3.2% | 1,024,250 |
| Farther Finance Advisors, LLC | +24,891 | +131.9% | 43,769 |
| Concurrent Investment Advisors, LLC | +21,744 | +376.6% | 27,518 |
| Cassaday & Co Wealth Management LLC | +20,250 | +2.0% | 1,043,989 |
| Cetera Investment Advisers | +17,711 | +4.1% | 448,812 |
| SVB WEALTH LLC | +15,220 | +5.8% | 276,422 |
| Baird Financial Group, Inc. | +15,187 | +9.0% | 184,290 |
| MORGAN STANLEY | +15,169 | +0.2% | 8,080,549 |
| CIBC Bancorp USA Inc. | +14,699 | +9.0% | 178,812 |
| OSAIC HOLDINGS, INC. | +14,174 | +7.0% | 217,129 |
| ASSETMARK, INC | +14,155 | +35.8% | 53,724 |
| MONEY CONCEPTS CAPITAL CORP | +13,585 | +3.2% | 443,267 |
| TUDOR INVESTMENT CORP ET AL | +12,548 | +684.6% | 14,381 |
| MERCER GLOBAL ADVISORS INC /ADV | +11,522 | +32.9% | 46,547 |
| Cerity Partners LLC | +11,483 | +31.7% | 47,666 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | -710,571 | -9.2% | 6,991,663 |
| Equitable Holdings, Inc. | -364,548 | -89.6% | 42,307 |
| WELLS FARGO & COMPANY/MN | -304,372 | -7.7% | 3,628,958 |
| Envestnet Portfolio Solutions, Inc. | -259,887 | -9.3% | 2,522,416 |
| FIRST CITIZENS BANK & TRUST CO | -257,666 | -9.7% | 2,408,682 |
| ROYAL BANK OF CANADA | -200,917 | -8.5% | 2,175,825 |
| Allworth Financial LP | -111,712 | -95.9% | 4,743 |
| ENVESTNET ASSET MANAGEMENT INC | -103,025 | -10.9% | 838,328 |
| Lloyd Advisory Services, LLC. | -94,289 | -95.6% | 4,326 |
| Betterment LLC | -92,283 | -6.2% | 1,386,524 |
| UBS Group AG | -91,973 | -5.2% | 1,686,200 |
| NATIXIS ADVISORS, LLC | -82,307 | -31.8% | 176,817 |
| BANK OF AMERICA CORP /DE | -73,757 | -2.1% | 3,493,811 |
| COMMERCE BANK | -67,691 | -3.4% | 1,912,761 |
| US BANCORP \DE | -49,260 | -2.4% | 1,985,054 |
| ANCHOR CAPITAL ADVISORS LLC | -41,556 | -14.9% | 236,815 |
| EARNEST PARTNERS LLC | -34,396 | -55.8% | 27,210 |
| KMG FIDUCIARY PARTNERS, LLC | -32,586 | -64.5% | 17,912 |
| VICTORY CAPITAL MANAGEMENT INC | -30,930 | -70.0% | 13,270 |
| JPMORGAN CHASE & CO | -27,908 | -3.5% | 759,625 |