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 |
|---|---|---|---|---|---|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
9,457
shares
|
$1.25 Million
0.08% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Chartwell Investment Partners, LLC
|
Aug 08, 2024 Q2 2024 |
9,400
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
9,321
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 14, 2024 Q2 2024 |
9,290
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
9,198
shares
|
$1.21 Million
2.34% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
|
Truepoint, Inc.
|
Aug 05, 2024 Q2 2024 |
9,023
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2024
Reduced 6.07%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 14, 2024 Q2 2024 |
8,941
shares
|
$1.18 Million
1.17% of portfolio
|
Q2 2024
Reduced 5.75%
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
8,883
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
8,879
shares
|
$1.17 Million
0.66% of portfolio
|
Q1 2023
Reduced 2.47%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
8,753
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.31%
|
|
|
First National Trust CO
|
Aug 02, 2024 Q2 2024 |
8,734
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2024
Added 17.72%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 02, 2024 Q2 2024 |
8,692
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
8,683
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,647
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Added 37.8%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,636
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
8,578
shares
|
$1.13 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.92%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
8,466
shares
|
$1.12 Million
1.07% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
8,461
shares
|
$1.11 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 09, 2024 Q2 2024 |
8,454
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2024
Added 9.56%
|
|
|
Washington Trust Bank
|
Jul 29, 2024 Q2 2024 |
8,432
shares
|
$1.11 Million
0.1% of portfolio
|
Q2 2024
Reduced 28.62%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
8,410
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
8,338
shares
|
$1.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
8,305
shares
|
$1.09 Million
0.09% of portfolio
|
Q2 2024
Reduced 63.11%
|
|
|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
8,227
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2024
Added 9.29%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
8,188
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Reduced 34.21%
|