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 |
|---|---|---|---|---|---|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
5,653
shares
|
$744,669
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
5,653
shares
|
$744,669
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2024 Q2 2024 |
5,601
shares
|
$737,819
0.1% of portfolio
|
Q2 2024
Added 38.23%
|
|
|
Peterson Financial Group, Inc.
|
Aug 12, 2024 Q2 2024 |
5,592
shares
|
$736,634
4.12% of portfolio
|
Q1 2024
Reduced 10.06%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
5,581
shares
|
$735,185
0.34% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
5,558
shares
|
$732,155
0.1% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
5,551
shares
|
$731,233
0.04% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,467
shares
|
$720,167
0.01% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
5,463
shares
|
$719,640
0.66% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,459
shares
|
$719,114
0.01% of portfolio
|
Q4 2022
Added 16.62%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
5,407
shares
|
$712,264
0.27% of portfolio
|
Q2 2024
Added 16.03%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
5,392
shares
|
$710,288
0.03% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 26, 2024 Q2 2024 |
5,230
shares
|
$688,947
0.36% of portfolio
|
Q2 2024
Reduced 7.06%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
5,230
shares
|
$688,947
0.35% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,223
shares
|
$688,025
0.01% of portfolio
|
Q2 2024
Added 1.56%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
5,205
shares
|
$685,654
0.22% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
5,203
shares
|
$685,391
0.02% of portfolio
|
Q1 2024
Added 56.72%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
5,154
shares
|
$678,936
0.04% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
5,145
shares
|
$677,750
0.24% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 06, 2024 Q2 2024 |
5,122
shares
|
$674,721
0.1% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
5,075
shares
|
$668,529
0.02% of portfolio
|
Q2 2024
Reduced 6.97%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Aug 13, 2024 Q2 2024 |
5,040
shares
|
$663,919
0.02% of portfolio
|
Q2 2020
Reduced 22.47%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
5,038
shares
|
$663,655
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
4,990
shares
|
$657,332
0.05% of portfolio
|
Q3 2024
Added 15.24%
|
|
|
One Day In July LLC
|
Aug 12, 2024 Q2 2024 |
4,949
shares
|
$651,931
0.07% of portfolio
|
Q2 2024
Reduced 17.2%
|