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 |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
3,913
shares
|
$520,076
0.35% of portfolio
|
Q3 2024
Added 0.44%
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
3,906
shares
|
$519,146
0.09% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
3,903
shares
|
$518,747
0.01% of portfolio
|
Q3 2024
Added 7.67%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
3,843
shares
|
$510,773
0.02% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
3,837
shares
|
$509,975
0.35% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
3,829
shares
|
$508,912
0.03% of portfolio
|
Q1 2024
Reduced 11.55%
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,826
shares
|
$508,513
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,814
shares
|
$506,918
0.08% of portfolio
|
Q3 2022
Reduced 3.71%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
3,805
shares
|
$505,722
0.04% of portfolio
|
Q1 2024
New holding
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
3,805
shares
|
$505,722
0.0% of portfolio
|
Q3 2024
Reduced 95.64%
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
3,802
shares
|
$505,323
0.03% of portfolio
|
Q4 2023
Reduced 3.8%
|
|
Granite Group Advisors, LLC
Stamford, CT |
Oct 31, 2024 Q3 2024 |
3,800
shares
|
$505,058
0.32% of portfolio
|
Q4 2023
New holding
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
3,761
shares
|
$499,874
0.08% of portfolio
|
Q3 2024
New holding
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
3,761
shares
|
$499,874
0.15% of portfolio
|
Q3 2023
New holding
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,755
shares
|
$499,077
0.17% of portfolio
|
Q3 2024
Added 23.52%
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
3,751
shares
|
$498,545
0.07% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
3,731
shares
|
$495,887
0.38% of portfolio
|
Q3 2024
New holding
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,725
shares
|
$495,089
0.01% of portfolio
|
Q3 2024
Added 5.05%
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,725
shares
|
$495,089
0.03% of portfolio
|
Q3 2024
Added 83.77%
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
3,705
shares
|
$492,431
0.02% of portfolio
|
Q3 2024
Added 87.41%
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,695
shares
|
$491,102
0.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
3,669
shares
|
$487,646
0.1% of portfolio
|
Q3 2024
Added 395.81%
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
3,662
shares
|
$486,716
0.34% of portfolio
|
Q3 2023
Reduced 10.05%
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
3,645
shares
|
$484,456
0.03% of portfolio
|
Q4 2023
Reduced 14.92%
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
3,644
shares
|
$484,324
0.12% of portfolio
|
Q2 2024
Reduced 15.78%
|