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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
11,491
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
11,488
shares
|
$1.53 Million
0.29% of portfolio
|
Q3 2023
Reduced 1.66%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
11,470
shares
|
$1.52 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
11,263
shares
|
$1.5 Million
0.08% of portfolio
|
Q3 2022
Reduced 2.14%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
11,259
shares
|
$1.5 Million
0.04% of portfolio
|
Q3 2024
Added 117.19%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
11,051
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
11,001
shares
|
$1.46 Million
0.71% of portfolio
|
Q2 2022
Reduced 4.58%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
10,882
shares
|
$1.45 Million
0.03% of portfolio
|
Q2 2024
Reduced 7.17%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
10,805
shares
|
$1.44 Million
1.81% of portfolio
|
Q4 2022
Reduced 33.61%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
10,793
shares
|
$1.43 Million
0.24% of portfolio
|
Q2 2024
Added 13.51%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
10,781
shares
|
$1.43 Million
0.8% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
10,778
shares
|
$1.43 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,708
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
10,585
shares
|
$1.41 Million
0.2% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
10,544
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
10,518
shares
|
$1.4 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,467
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
10,442
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
10,384
shares
|
$1.38 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
10,348
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,254
shares
|
$1.36 Million
0.54% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
10,249
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2024
Added 64.04%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
10,155
shares
|
$1.35 Million
0.67% of portfolio
|
Q3 2024
Reduced 29.81%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
10,144
shares
|
$1.35 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
10,141
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Added 90.33%
|