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 |
|---|---|---|---|---|---|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
7,303
shares
|
$1.01 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
7,256
shares
|
$1.01 Million
0.51% of portfolio
|
Q3 2024
Reduced 41.95%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
7,107
shares
|
$985,243
0.35% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
7,102
shares
|
$984,550
0.36% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
7,099
shares
|
$984,134
0.08% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,043
shares
|
$976,371
0.08% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
7,041
shares
|
$976,093
0.03% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
6,955
shares
|
$964,171
0.09% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
6,932
shares
|
$960,983
0.57% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
6,909
shares
|
$957,794
0.02% of portfolio
|
Q4 2022
Reduced 1.43%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
6,884
shares
|
$954,328
0.06% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
6,834
shares
|
$947,397
0.07% of portfolio
|
Q4 2023
Added 2.35%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
6,663
shares
|
$923,691
0.03% of portfolio
|
Q2 2024
Added 11.44%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
6,656
shares
|
$922,721
0.03% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
6,648
shares
|
$921,612
0.24% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
6,609
shares
|
$916,205
0.24% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
6,577
shares
|
$911,769
0.33% of portfolio
|
Q3 2024
Reduced 16.49%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
6,476
shares
|
$897,767
0.03% of portfolio
|
Q2 2024
Added 59.43%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
6,411
shares
|
$888,756
0.09% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
6,403
shares
|
$887,647
0.08% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
6,400
shares
|
$887,232
0.04% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
6,391
shares
|
$885,984
0.02% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
6,332
shares
|
$877,805
0.22% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
6,315
shares
|
$875,448
0.13% of portfolio
|
Q1 2024
Added 2.92%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
6,300
shares
|
$873,369
0.27% of portfolio
|
Q3 2024
Reduced 1.35%
|