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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,467
shares
|
$726,618
0.01% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
5,463
shares
|
$726,087
0.66% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,459
shares
|
$725,555
0.01% of portfolio
|
Q4 2022
Added 16.62%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
5,458
shares
|
$725,422
0.36% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
5,446
shares
|
$723,827
0.0% of portfolio
|
Q3 2024
Reduced 26.06%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,400
shares
|
$717,714
0.01% of portfolio
|
Q3 2024
Reduced 30.23%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
5,392
shares
|
$716,650
0.03% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,320
shares
|
$707,081
0.09% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
5,276
shares
|
$701,233
0.02% of portfolio
|
Q1 2024
Added 14.58%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
5,230
shares
|
$695,119
0.35% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
5,228
shares
|
$694,853
0.22% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,223
shares
|
$694,188
0.01% of portfolio
|
Q2 2024
Added 1.56%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
5,203
shares
|
$691,530
0.02% of portfolio
|
Q1 2024
Added 56.72%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
5,170
shares
|
$687,144
0.01% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
5,154
shares
|
$685,018
0.04% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,150
shares
|
$684,486
0.09% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
5,145
shares
|
$683,821
0.24% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
5,103
shares
|
$678,239
0.35% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
5,075
shares
|
$674,518
0.02% of portfolio
|
Q2 2024
Reduced 6.97%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
5,073
shares
|
$674,252
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
5,052
shares
|
$671,461
0.1% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
5,040
shares
|
$669,866
0.02% of portfolio
|
Q2 2020
Reduced 22.47%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
5,038
shares
|
$669,600
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
5,021
shares
|
$667,341
0.07% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
5,017
shares
|
$666,809
2.55% of portfolio
|
Q3 2024
Reduced 10.28%
|