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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,990
shares
|
$397,400
0.01% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
2,972
shares
|
$395,008
0.01% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
2,966
shares
|
$394,211
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
2,960
shares
|
$393,413
0.1% of portfolio
|
Q1 2021
Reduced 28.85%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
2,954
shares
|
$392,616
0.02% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,939
shares
|
$390,622
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
2,902
shares
|
$385,704
0.05% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
2,880
shares
|
$382,780
0.01% of portfolio
|
Q3 2024
Added 10.98%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
2,871
shares
|
$381,584
0.0% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,869
shares
|
$381,318
0.03% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
2,862
shares
|
$380,388
0.02% of portfolio
|
Q3 2022
Added 43.6%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
2,859
shares
|
$379,989
0.02% of portfolio
|
Q3 2024
Added 65.26%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
2,839
shares
|
$377,331
0.19% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,816
shares
|
$374,274
0.0% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,804
shares
|
$372,679
0.05% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
2,800
shares
|
$372,148
0.07% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
2,798
shares
|
$371,882
0.06% of portfolio
|
Q1 2024
Added 43.56%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,782
shares
|
$369,755
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
2,775
shares
|
$368,825
0.01% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
2,754
shares
|
$366,034
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
2,752
shares
|
$365,768
0.02% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
2,752
shares
|
$365,768
0.04% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
2,735
shares
|
$363,508
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Villere St Denis J & CO LLC
|
Nov 01, 2024 Q3 2024 |
2,731
shares
|
$362,977
0.03% of portfolio
|
Q2 2024
Added 34.33%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,731
shares
|
$362,977
0.03% of portfolio
|
Q3 2024
Reduced 2.5%
|