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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
8,158
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
8,107
shares
|
$1.07 Million
0.47% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Warwick Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
8,081
shares
|
$1.06 Million
0.23% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
8,063
shares
|
$1.06 Million
0.63% of portfolio
|
Q3 2024
Added 37.76%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 14, 2024 Q2 2024 |
7,850
shares
|
$1.03 Million
0.36% of portfolio
|
Q2 2023
Reduced 1.94%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
7,779
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
7,750
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2024
Added 3329.2%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
7,740
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2024
Added 322.03%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
7,727
shares
|
$1.02 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
7,636
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2024
Reduced 8.53%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
7,622
shares
|
$1 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
7,544
shares
|
$993,771
0.05% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
7,536
shares
|
$992,717
0.11% of portfolio
|
Q2 2022
Reduced 11.72%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 05, 2024 Q2 2024 |
7,524
shares
|
$991,136
0.21% of portfolio
|
Q2 2024
Reduced 11.13%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,509
shares
|
$989,160
0.01% of portfolio
|
Q2 2022
Reduced 7.11%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
7,503
shares
|
$988,370
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
7,447
shares
|
$980,993
0.02% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2024 Q2 2024 |
7,404
shares
|
$975,328
0.0% of portfolio
|
Q2 2024
Added 333.24%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
7,391
shares
|
$973,616
0.71% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
7,388
shares
|
$973,221
0.07% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2024 Q2 2024 |
7,386
shares
|
$972,957
0.35% of portfolio
|
Q1 2024
Reduced 0.66%
|
|
|
Wedgewood Investors Inc
|
Jul 25, 2024 Q2 2024 |
7,382
shares
|
$972,430
1.08% of portfolio
|
Q2 2024
Reduced 12.12%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 12, 2024 Q2 2024 |
7,365
shares
|
$970,191
0.0% of portfolio
|
Q2 2023
Reduced 2.71%
|
|
|
Private Management Group Inc
|
Oct 29, 2024 Q3 2024 |
7,359
shares
|
$969,401
0.04% of portfolio
|
Q3 2024
Reduced 1.6%
|