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 |
|---|---|---|---|---|---|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
25,923
shares
|
$3.63 Million
0.28% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,875
shares
|
$3.63 Million
0.11% of portfolio
|
Q2 2020
Reduced 46.91%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
25,731
shares
|
$3.61 Million
0.49% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
25,686
shares
|
$3.6 Million
1.13% of portfolio
|
Q3 2024
Added 9.34%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
25,008
shares
|
$3.5 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
24,701
shares
|
$3.46 Million
0.39% of portfolio
|
Q3 2024
Added 33.74%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
24,667
shares
|
$3.46 Million
0.86% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
24,352
shares
|
$3.41 Million
0.23% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
23,914
shares
|
$3.35 Million
0.27% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
23,905
shares
|
$3.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
23,896
shares
|
$3.35 Million
0.01% of portfolio
|
Q3 2024
Added 76.41%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
23,819
shares
|
$3.34 Million
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
23,276
shares
|
$3.26 Million
0.19% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
22,951
shares
|
$3.22 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
22,886
shares
|
$3.21 Million
0.04% of portfolio
|
Q3 2024
Reduced 20.39%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
22,782
shares
|
$3.19 Million
0.57% of portfolio
|
Q3 2024
Reduced 38.98%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,438
shares
|
$3.14 Million
0.01% of portfolio
|
Q3 2024
Added 21.58%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
21,924
shares
|
$3.07 Million
0.25% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
21,710
shares
|
$3.04 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
21,164
shares
|
$2.97 Million
0.07% of portfolio
|
Q2 2024
Reduced 31.41%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
21,083
shares
|
$2.95 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
21,069
shares
|
$2.95 Million
0.75% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
20,825
shares
|
$2.92 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
20,600
shares
|
$2.89 Million
0.96% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
20,469
shares
|
$2.87 Million
0.11% of portfolio
|
Q3 2024
Added 2.84%
|