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 894 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
12,943,315
shares
|
$1.56 Billion
5.15% of portfolio
|
Q2 2023
Added 0.76%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
12,594,490
shares
|
$1.52 Billion
4.83% of portfolio
|
Q1 2024
Reduced 1.85%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
7,962,858
shares
|
$961 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
7,818,003
shares
|
$944 Million
1.34% of portfolio
|
Q1 2024
Added 3.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
4,401,108
shares
|
$531 Million
0.05% of portfolio
|
Q1 2024
Added 4.82%
|
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
4,078,360
shares
|
$492 Million
0.71% of portfolio
|
Q1 2024
Added 2.93%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
4,046,878
shares
|
$489 Million
2.0% of portfolio
|
Q1 2024
Added 29.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
3,923,895
shares
|
$474 Million
0.12% of portfolio
|
Q1 2024
Reduced 5.08%
|
|
|
First Citizens Bank & Trust CO
|
Apr 15, 2024 Q1 2024 |
2,821,990
shares
|
$341 Million
5.69% of portfolio
|
Q1 2024
Added 43.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,753,437
shares
|
$332 Million
0.08% of portfolio
|
Q1 2024
Added 10.24%
|
|
|
Commerce Bank
Kansas City, MO |
May 03, 2024 Q1 2024 |
2,531,059
shares
|
$306 Million
2.11% of portfolio
|
Q1 2024
Reduced 5.7%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
2,393,973
shares
|
$289 Million
0.5% of portfolio
|
Q1 2024
Added 1.04%
|
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
1,978,662
shares
|
$239 Million
0.67% of portfolio
|
Q1 2024
Reduced 4.63%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,710,314
shares
|
$207 Million
0.05% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
1,544,889
shares
|
$187 Million
0.14% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Zions Bancorporation, N.A.
|
May 14, 2024 Q1 2024 |
1,289,961
shares
|
$156 Million
11.98% of portfolio
|
Q1 2024
Added 1.13%
|
|
|
Victory Capital Management Inc
|
May 03, 2024 Q1 2024 |
1,203,500
shares
|
$145 Million
0.15% of portfolio
|
Q1 2024
Reduced 15.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,195,596
shares
|
$144 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 08, 2024 Q1 2024 |
914,088
shares
|
$110 Million
4.07% of portfolio
|
Q1 2024
Added 1.83%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
855,914
shares
|
$103 Million
0.04% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
840,905
shares
|
$102 Million
0.06% of portfolio
|
Q1 2024
Reduced 3.65%
|
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
820,856
shares
|
$99.1 Million
1.66% of portfolio
|
Q1 2024
Added 18.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
727,113
shares
|
$87.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 11.01%
|
|
|
Stephens Group Asset Management, LLC
|
Apr 17, 2024 Q1 2024 |
681,100
shares
|
$82.2 Million
7.8% of portfolio
|
Q1 2024
Added 0.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
566,565
shares
|
$68.4 Million
0.11% of portfolio
|
Q1 2024
Added 3.27%
|
|