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 $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
74,294
shares
|
$10.4 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
72,522
shares
|
$10.2 Million
1.53% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
70,999
shares
|
$9.95 Million
0.09% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
69,873
shares
|
$9.79 Million
0.11% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
68,198
shares
|
$9.56 Million
2.03% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
67,355
shares
|
$9.44 Million
0.04% of portfolio
|
Q3 2024
Added 9.61%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
65,603
shares
|
$9.19 Million
0.32% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
62,389
shares
|
$8.74 Million
1.14% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
62,015
shares
|
$8.69 Million
0.2% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
61,414
shares
|
$8.61 Million
0.03% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
60,882
shares
|
$8.53 Million
0.28% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
60,879
shares
|
$8.53 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
60,722
shares
|
$8.51 Million
6.85% of portfolio
|
Q3 2024
Reduced 74.06%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
60,463
shares
|
$8.47 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
59,958
shares
|
$8.4 Million
0.21% of portfolio
|
Q1 2024
Reduced 3.3%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
58,954
shares
|
$8.26 Million
0.02% of portfolio
|
Q3 2023
Reduced 22.36%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
58,148
shares
|
$8.15 Million
0.19% of portfolio
|
Q4 2023
Added 13.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
58,074
shares
|
$8.14 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
57,136
shares
|
$8.01 Million
0.15% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
56,076
shares
|
$7.86 Million
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
54,299
shares
|
$7.61 Million
0.05% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
52,642
shares
|
$7.38 Million
0.02% of portfolio
|
Q3 2024
Added 149.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
52,605
shares
|
$7.37 Million
0.05% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
52,600
shares
|
$7.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.92%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
51,587
shares
|
$7.23 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.23%
|