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 |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
2,212
shares
|
$293,996
0.02% of portfolio
|
Q3 2024
Reduced 19.0%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
2,199
shares
|
$292,269
0.13% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,199
shares
|
$292,269
0.01% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
2,158
shares
|
$286,819
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,155
shares
|
$286,421
0.02% of portfolio
|
Q2 2022
Reduced 2.88%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
2,154
shares
|
$286,288
0.09% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
2,152
shares
|
$286,022
0.06% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
2,146
shares
|
$285,224
0.02% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
2,144
shares
|
$284,959
0.11% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,121
shares
|
$281,902
0.01% of portfolio
|
Q3 2024
Added 19.83%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
2,118
shares
|
$281,503
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
2,102
shares
|
$279,376
0.01% of portfolio
|
Q3 2024
Added 18.62%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
2,100
shares
|
$279,111
0.14% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
2,100
shares
|
$279,111
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
2,093
shares
|
$278,180
0.11% of portfolio
|
Q2 2024
Reduced 25.49%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
2,070
shares
|
$275,123
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
2,068
shares
|
$274,857
0.06% of portfolio
|
Q2 2024
Reduced 16.61%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
2,066
shares
|
$274,592
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
2,057
shares
|
$273,395
0.12% of portfolio
|
Q2 2024
Reduced 29.07%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
2,048
shares
|
$272,199
0.02% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2024 Q3 2024 |
2,035
shares
|
$270,471
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
2,029
shares
|
$269,674
0.01% of portfolio
|
Q3 2024
Added 15.81%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
2,028
shares
|
$269,541
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
2,016
shares
|
$267,946
0.05% of portfolio
|
Q3 2024
Added 11.57%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
2,005
shares
|
$266,484
0.01% of portfolio
|
Q4 2023
New holding
|