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 |
|---|---|---|---|---|---|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Aug 13, 2024 Q2 2024 |
13,262
shares
|
$1.84 Million
0.63% of portfolio
|
Q2 2024
Reduced 15.86%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
13,259
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
Added 17.23%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
13,144
shares
|
$1.82 Million
1.17% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
13,118
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
13,034
shares
|
$1.81 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
13,003
shares
|
$1.8 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Sja Financial Advisory, LLC
|
Jul 31, 2024 Q2 2024 |
12,992
shares
|
$1.8 Million
1.15% of portfolio
|
Q2 2024
Added 3.16%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
12,930
shares
|
$1.79 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
12,818
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.26%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
12,672
shares
|
$1.76 Million
0.39% of portfolio
|
Q3 2024
Reduced 17.39%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
12,565
shares
|
$1.74 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,542
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.12%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,466
shares
|
$1.73 Million
0.03% of portfolio
|
Q3 2022
Added 55.48%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
12,398
shares
|
$1.72 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
12,216
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2024
Added 31.06%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
12,191
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2024
Added 64.65%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
11,954
shares
|
$1.66 Million
0.93% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
11,889
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 39.25%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
11,874
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2024
Added 68.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,844
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
11,689
shares
|
$1.62 Million
1.03% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
11,681
shares
|
$1.62 Million
0.04% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
11,602
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
11,554
shares
|
$1.6 Million
0.17% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
11,491
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Added 6.76%
|