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 $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
8,389
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
8,338
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
8,280
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
8,188
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 34.21%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
8,158
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
8,122
shares
|
$1.08 Million
0.26% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
8,107
shares
|
$1.08 Million
0.47% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
8,063
shares
|
$1.07 Million
0.63% of portfolio
|
Q3 2024
Added 37.76%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
8,052
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
7,850
shares
|
$1.04 Million
0.37% of portfolio
|
Q2 2023
Reduced 1.94%
|
|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
7,844
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.99%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
7,839
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2024
Reduced 31.15%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
7,727
shares
|
$1.03 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
7,668
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
7,622
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
7,608
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
7,536
shares
|
$1 Million
0.11% of portfolio
|
Q2 2022
Reduced 11.72%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,509
shares
|
$998,021
0.01% of portfolio
|
Q2 2022
Reduced 7.11%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
7,503
shares
|
$997,223
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
7,447
shares
|
$989,780
0.02% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
7,434
shares
|
$988,052
0.05% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
7,391
shares
|
$982,337
0.71% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
7,388
shares
|
$981,939
0.07% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
7,376
shares
|
$980,344
0.25% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Private Management Group Inc
|
Oct 29, 2024 Q3 2024 |
7,359
shares
|
$978,084
0.04% of portfolio
|
Q3 2024
Reduced 1.6%
|