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 $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
20,164
shares
|
$2.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
19,817
shares
|
$2.69 Million
0.73% of portfolio
|
Q2 2023
Reduced 8.75%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
19,471
shares
|
$2.64 Million
0.1% of portfolio
|
Q3 2024
Added 20.51%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
19,234
shares
|
$2.61 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
19,130
shares
|
$2.59 Million
0.06% of portfolio
|
Q3 2024
Reduced 43.25%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
18,615
shares
|
$2.52 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Aug 09, 2024 Q2 2024 |
18,515
shares
|
$2.51 Million
0.08% of portfolio
|
Q2 2024
Added 22.11%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
18,383
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2024
Added 7.11%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
18,326
shares
|
$2.49 Million
0.08% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
18,299
shares
|
$2.48 Million
0.08% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
18,270
shares
|
$2.48 Million
0.12% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
18,098
shares
|
$2.45 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
17,828
shares
|
$2.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.86%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
17,825
shares
|
$2.42 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Nuance Investments, LLC
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
17,811
shares
|
$2.42 Million
0.09% of portfolio
|
Q3 2024
Reduced 63.74%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
17,204
shares
|
$2.33 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
17,077
shares
|
$2.32 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
17,076
shares
|
$2.32 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
16,927
shares
|
$2.3 Million
0.02% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
16,778
shares
|
$2.28 Million
0.04% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
16,713
shares
|
$2.27 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
16,687
shares
|
$2.26 Million
0.17% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
16,644
shares
|
$2.26 Million
0.68% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
16,474
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
16,426
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2024
Added 0.48%
|