Institutional Ownership Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS). We have compiled data on the 939 institutions that hold shares in the stock, with a total of 93.3 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
12,943,315
shares
|
$1.76 Billion
5.15% of portfolio
|
Q2 2023
Added 0.76%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
8,736,357
shares
|
$1.18 Billion
1.19% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,962,480
shares
|
$1.08 Billion
0.08% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
4,179,134
shares
|
$567 Million
0.71% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,827,353
shares
|
$519 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,823,373
shares
|
$519 Million
1.81% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,788,771
shares
|
$514 Million
1.5% of portfolio
|
Q3 2024
Reduced 17.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,677,513
shares
|
$499 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,236,356
shares
|
$439 Million
0.09% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
2,559,610
shares
|
$347 Million
5.19% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
2,346,647
shares
|
$318 Million
1.93% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
2,070,490
shares
|
$281 Million
0.42% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,855,311
shares
|
$252 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,690,546
shares
|
$229 Million
0.05% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,464,783
shares
|
$199 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,212,924
shares
|
$164 Million
0.04% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
1,098,634
shares
|
$149 Million
10.66% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
1,036,700
shares
|
$141 Million
0.14% of portfolio
|
Q3 2024
Reduced 14.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
987,928
shares
|
$134 Million
0.06% of portfolio
|
Q3 2024
Added 12.57%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
951,622
shares
|
$129 Million
3.56% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
817,670
shares
|
$111 Million
1.6% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
792,359
shares
|
$107 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
711,365
shares
|
$96.5 Million
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Stephens Group Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
670,188
shares
|
$90.9 Million
7.41% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
548,633
shares
|
$74.4 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.36%
|