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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
16,426
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
16,386
shares
|
$2.18 Million
0.04% of portfolio
|
Q2 2024
Added 352.03%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
16,197
shares
|
$2.15 Million
0.18% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
16,157
shares
|
$2.15 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
16,103
shares
|
$2.14 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
15,759
shares
|
$2.09 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
15,707
shares
|
$2.09 Million
0.14% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
15,557
shares
|
$2.07 Million
0.1% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
15,351
shares
|
$2.04 Million
0.15% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
15,347
shares
|
$2.04 Million
0.2% of portfolio
|
Q4 2023
Added 2.36%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
14,977
shares
|
$1.99 Million
1.51% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
14,687
shares
|
$1.95 Million
0.07% of portfolio
|
Q3 2024
Added 68.97%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
14,561
shares
|
$1.94 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
14,559
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
14,491
shares
|
$1.93 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
14,474
shares
|
$1.92 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,252
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 57.02%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
14,242
shares
|
$1.89 Million
0.05% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
14,167
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
14,115
shares
|
$1.88 Million
0.13% of portfolio
|
Q3 2024
Reduced 17.87%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
13,991
shares
|
$1.86 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Home Federal Bank Of Tennessee
|
Oct 21, 2024 Q3 2024 |
13,927
shares
|
$1.85 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
13,891
shares
|
$1.85 Million
1.26% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
13,781
shares
|
$1.83 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
13,469
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2024
Added 2.51%
|