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 $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
60
shares
|
$8,317
0.0% of portfolio
|
Q3 2024
Reduced 81.42%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
55
shares
|
$7,624
0.01% of portfolio
|
Q4 2023
Reduced 17.91%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 12, 2024 Q3 2024 |
53
shares
|
$7,347
0.0% of portfolio
|
Q3 2024
Reduced 92.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
51
shares
|
$7,070
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
49
shares
|
$6,792
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
46
shares
|
$6,376
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
45
shares
|
$6,238
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
44
shares
|
$6,099
0.0% of portfolio
|
Q2 2024
Reduced 52.17%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
44
shares
|
$6,099
0.0% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
42
shares
|
$5,822
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
40
shares
|
$5,545
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
34
shares
|
$4,713
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
31
shares
|
$4,297
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
30
shares
|
$4,158
0.0% of portfolio
|
Q3 2022
Reduced 86.05%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
27
shares
|
$3,743
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
26
shares
|
$3,604
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
26
shares
|
$3,604
0.0% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
22
shares
|
$3,049
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
19
shares
|
$2,633
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
19
shares
|
$2,633
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
19
shares
|
$2,633
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
18
shares
|
$2,495
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
16
shares
|
$2,218
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
15
shares
|
$2,079
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15
shares
|
$2,079
0.0% of portfolio
|
Q4 2022
New holding
|