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 |
|---|---|---|---|---|---|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
7,327
shares
|
$965,185
0.26% of portfolio
|
Q2 2024
Added 47.04%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
7,292
shares
|
$960,575
0.44% of portfolio
|
Q2 2024
Added 1233.09%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
7,256
shares
|
$955,832
0.51% of portfolio
|
Q3 2024
Reduced 41.95%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 08, 2024 Q2 2024 |
7,106
shares
|
$936,073
0.09% of portfolio
|
Q4 2023
Reduced 2.15%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
7,102
shares
|
$935,546
0.36% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
7,099
shares
|
$935,151
0.08% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
7,073
shares
|
$931,726
0.09% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
7,068
shares
|
$931,067
0.04% of portfolio
|
Q2 2024
Added 97.1%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
7,041
shares
|
$927,510
0.03% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
6,942
shares
|
$914,469
0.0% of portfolio
|
Q2 2024
Reduced 5.47%
|
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
6,932
shares
|
$913,152
0.57% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Bailard, Inc.
|
Jul 25, 2024 Q2 2024 |
6,909
shares
|
$910,122
0.02% of portfolio
|
Q4 2022
Reduced 1.43%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
6,898
shares
|
$908,673
0.09% of portfolio
|
Q2 2024
Added 14.09%
|
|
|
Graypoint LLC
|
Jul 31, 2024 Q2 2024 |
6,884
shares
|
$906,829
0.06% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
6,834
shares
|
$900,242
0.07% of portfolio
|
Q4 2023
Added 2.35%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 13, 2024 Q2 2024 |
6,777
shares
|
$892,734
0.22% of portfolio
|
Q2 2024
Added 33.8%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
6,663
shares
|
$877,716
0.03% of portfolio
|
Q2 2024
Added 11.44%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
6,656
shares
|
$876,794
0.03% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
6,609
shares
|
$870,603
0.24% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
6,577
shares
|
$866,388
0.33% of portfolio
|
Q3 2024
Reduced 16.49%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
6,481
shares
|
$853,742
0.02% of portfolio
|
Q2 2024
Reduced 16.48%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
6,476
shares
|
$853,083
0.03% of portfolio
|
Q2 2024
Added 59.43%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 02, 2024 Q2 2024 |
6,473
shares
|
$852,688
0.08% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
6,411
shares
|
$844,521
0.04% of portfolio
|
Q2 2023
Reduced 14.06%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
6,411
shares
|
$844,521
0.09% of portfolio
|
Q1 2024
Added 0.02%
|