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 |
|---|---|---|---|---|---|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
34,007
shares
|
$4.71 Million
1.88% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
33,976
shares
|
$4.71 Million
0.12% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
33,803
shares
|
$4.69 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
33,172
shares
|
$4.6 Million
1.41% of portfolio
|
Q4 2023
Reduced 4.29%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
32,883
shares
|
$4.56 Million
0.06% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
32,452
shares
|
$4.5 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
32,004
shares
|
$4.44 Million
0.06% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
31,627
shares
|
$4.38 Million
0.14% of portfolio
|
Q1 2023
Reduced 3.49%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
31,268
shares
|
$4.33 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
31,012
shares
|
$4.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
30,978
shares
|
$4.29 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
30,708
shares
|
$4.26 Million
0.0% of portfolio
|
Q2 2023
Added 5.68%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
30,352
shares
|
$4.21 Million
0.39% of portfolio
|
Q3 2024
Reduced 62.09%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
30,210
shares
|
$4.19 Million
1.45% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
30,000
shares
|
$4.16 Million
1.17% of portfolio
|
Q2 2022
Reduced 9.29%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
29,991
shares
|
$4.16 Million
0.06% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
29,369
shares
|
$4.07 Million
0.04% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
29,268
shares
|
$4.06 Million
0.04% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
28,477
shares
|
$3.95 Million
1.34% of portfolio
|
Q1 2024
Reduced 4.3%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
28,390
shares
|
$3.94 Million
0.45% of portfolio
|
Q3 2024
Reduced 37.11%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
27,930
shares
|
$3.87 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.56%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
27,788
shares
|
$3.85 Million
0.16% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
27,719
shares
|
$3.84 Million
0.18% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
25,978
shares
|
$3.6 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
25,923
shares
|
$3.59 Million
0.28% of portfolio
|
Q3 2024
Added 0.48%
|