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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
9,742
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
9,741
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
9,625
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Added 16.99%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
9,457
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
9,400
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,368
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
9,211
shares
|
$1.28 Million
0.51% of portfolio
|
Q3 2024
Reduced 24.48%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,086
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
9,046
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
9,031
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
8,879
shares
|
$1.23 Million
0.66% of portfolio
|
Q1 2023
Reduced 2.47%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
8,872
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
8,744
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 35.78%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
8,734
shares
|
$1.21 Million
0.05% of portfolio
|
Q2 2024
Added 17.72%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
8,683
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.87%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,647
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Added 37.8%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
8,642
shares
|
$1.2 Million
1.23% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,636
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
8,578
shares
|
$1.19 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.92%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
8,488
shares
|
$1.18 Million
0.12% of portfolio
|
Q3 2024
Added 23.05%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
8,466
shares
|
$1.17 Million
1.07% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
8,461
shares
|
$1.17 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
8,410
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Q3 Asset Management
|
Nov 14, 2024 Q3 2024 |
8,409
shares
|
$1.17 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
8,389
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.77%
|