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 |
|---|---|---|---|---|---|
|
Auxano Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
6,322
shares
|
$832,797
0.22% of portfolio
|
Q2 2024
Added 3.27%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
6,315
shares
|
$831,874
0.13% of portfolio
|
Q1 2024
Added 2.92%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
6,300
shares
|
$829,898
0.27% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2024 Q2 2024 |
6,248
shares
|
$823,049
0.03% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Port Capital LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
6,193
shares
|
$815,803
0.04% of portfolio
|
Q2 2024
Reduced 20.44%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,150
shares
|
$810,139
0.2% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
6,135
shares
|
$808,163
0.05% of portfolio
|
Q3 2024
Added 95.88%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
6,108
shares
|
$804,606
0.55% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
6,093
shares
|
$802,630
0.03% of portfolio
|
Q2 2024
Added 9.84%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
6,076
shares
|
$800,391
0.05% of portfolio
|
Q3 2024
Added 11.2%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 13, 2024 Q2 2024 |
6,045
shares
|
$796,307
0.03% of portfolio
|
Q1 2024
Added 1.53%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 15, 2024 Q2 2024 |
6,011
shares
|
$791,829
0.03% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
6,000
shares
|
$790,379
0.54% of portfolio
|
Q1 2024
Reduced 1.4%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
5,986
shares
|
$788,535
0.02% of portfolio
|
Q2 2024
Added 30.22%
|
|
|
Mycio Wealth Partners, LLC
|
Oct 25, 2024 Q3 2024 |
5,962
shares
|
$785,374
0.18% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,945
shares
|
$783,134
0.29% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Ieq Capital, LLC
|
Aug 12, 2024 Q2 2024 |
5,909
shares
|
$778,392
0.01% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
5,899
shares
|
$777,075
0.03% of portfolio
|
Q2 2024
Reduced 6.19%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Aug 01, 2024 Q2 2024 |
5,875
shares
|
$773,913
0.17% of portfolio
|
Q2 2024
Reduced 22.16%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
5,850
shares
|
$770,620
0.13% of portfolio
|
Q2 2024
Reduced 16.86%
|
|
|
Crescent Grove Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
5,814
shares
|
$765,878
0.08% of portfolio
|
Q2 2024
Added 4.12%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,732
shares
|
$755,076
0.01% of portfolio
|
Q1 2024
Reduced 69.43%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
5,718
shares
|
$753,232
0.1% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 07, 2024 Q2 2024 |
5,718
shares
|
$753,232
0.36% of portfolio
|
Q2 2024
Added 11.07%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,689
shares
|
$749,411
0.17% of portfolio
|
Q4 2023
Reduced 0.35%
|