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 924 institutions that hold shares in the stock, with a total of 95 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
11,001
shares
|
$1.45 Million
0.71% of portfolio
|
Q2 2022
Reduced 4.58%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
10,882
shares
|
$1.43 Million
0.03% of portfolio
|
Q2 2024
Reduced 7.17%
|
|
|
Renasant Bank
|
Aug 09, 2024 Q2 2024 |
10,835
shares
|
$1.43 Million
0.97% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
10,805
shares
|
$1.42 Million
1.81% of portfolio
|
Q4 2022
Reduced 33.61%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
10,793
shares
|
$1.42 Million
0.24% of portfolio
|
Q2 2024
Added 13.51%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2024 Q2 2024 |
10,781
shares
|
$1.42 Million
0.79% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
10,763
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2024
Reduced 17.36%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
10,728
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2024
Added 3.57%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,708
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
10,518
shares
|
$1.39 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
10,475
shares
|
$1.38 Million
0.04% of portfolio
|
Q1 2024
Added 1.19%
|
|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
10,455
shares
|
$1.38 Million
0.14% of portfolio
|
Q1 2024
Added 0.38%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
10,442
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
10,441
shares
|
$1.38 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 05, 2024 Q2 2024 |
10,418
shares
|
$1.37 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
10,384
shares
|
$1.37 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
10,348
shares
|
$1.36 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Boston Partners
Boston, MA |
Aug 13, 2024 Q2 2024 |
10,320
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,254
shares
|
$1.35 Million
0.54% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
10,144
shares
|
$1.34 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
10,141
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Added 90.33%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 06, 2024 Q2 2024 |
10,079
shares
|
$1.33 Million
0.05% of portfolio
|
Q2 2024
Added 15.02%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
9,742
shares
|
$1.28 Million
0.09% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
9,711
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2024
Added 391.45%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
9,645
shares
|
$1.27 Million
0.05% of portfolio
|
Q2 2024
New holding
|