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 |
|---|---|---|---|---|---|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
6,300
shares
|
$837,333
0.27% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
6,292
shares
|
$836,269
0.08% of portfolio
|
Q3 2024
Reduced 25.38%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,215
shares
|
$826,035
0.05% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,150
shares
|
$817,396
0.2% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
6,135
shares
|
$815,402
0.05% of portfolio
|
Q3 2024
Added 95.88%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
6,108
shares
|
$811,814
0.55% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
6,093
shares
|
$809,820
0.03% of portfolio
|
Q2 2024
Added 9.84%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
6,076
shares
|
$807,561
0.05% of portfolio
|
Q3 2024
Added 11.2%
|
|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
6,000
shares
|
$797,460
0.54% of portfolio
|
Q1 2024
Reduced 1.4%
|
|
|
Mycio Wealth Partners, LLC
|
Oct 25, 2024 Q3 2024 |
5,962
shares
|
$792,409
0.18% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,945
shares
|
$790,149
0.29% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
5,875
shares
|
$780,846
0.18% of portfolio
|
Q2 2024
Reduced 22.16%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,875
shares
|
$780,846
0.01% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
5,814
shares
|
$772,738
0.08% of portfolio
|
Q2 2024
Added 4.12%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
5,795
shares
|
$770,213
0.08% of portfolio
|
Q3 2024
Added 19.76%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,781
shares
|
$768,352
0.02% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,733
shares
|
$761,973
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
5,718
shares
|
$759,979
0.1% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,689
shares
|
$756,124
0.17% of portfolio
|
Q4 2023
Reduced 0.35%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,672
shares
|
$753,865
0.12% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
5,653
shares
|
$751,340
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
5,653
shares
|
$751,340
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
5,581
shares
|
$741,770
0.34% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
5,551
shares
|
$737,783
0.04% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
5,497
shares
|
$730,606
0.24% of portfolio
|
Q3 2024
Added 1.66%
|