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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
4,966
shares
|
$688,436
0.01% of portfolio
|
Q3 2024
Added 33.53%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,919
shares
|
$681,920
0.04% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
4,910
shares
|
$680,673
0.02% of portfolio
|
Q3 2024
Reduced 17.98%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
4,895
shares
|
$678,593
0.03% of portfolio
|
Q4 2023
Reduced 2.28%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
4,885
shares
|
$677,207
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
4,859
shares
|
$673,603
0.05% of portfolio
|
Q2 2024
Added 2.12%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
4,804
shares
|
$665,978
0.06% of portfolio
|
Q2 2024
Added 7.74%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
4,800
shares
|
$665,424
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
4,776
shares
|
$662,096
0.14% of portfolio
|
Q2 2024
Reduced 12.29%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
4,750
shares
|
$658,492
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,728
shares
|
$655,442
0.03% of portfolio
|
Q3 2024
Reduced 21.34%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
4,722
shares
|
$654,610
0.08% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
4,712
shares
|
$653,224
0.01% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,705
shares
|
$652,254
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,703
shares
|
$651,976
0.01% of portfolio
|
Q3 2023
Added 3.66%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
4,700
shares
|
$651,561
0.13% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
4,674
shares
|
$647,956
0.01% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
4,653
shares
|
$645,045
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,617
shares
|
$640,054
0.17% of portfolio
|
Q3 2023
Added 51.73%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,617
shares
|
$640,054
0.0% of portfolio
|
Q4 2022
Added 44.33%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
4,605
shares
|
$638,391
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
4,529
shares
|
$627,855
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
4,527
shares
|
$627,578
0.0% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
4,475
shares
|
$620,369
0.21% of portfolio
|
Q2 2024
Reduced 5.89%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
4,472
shares
|
$619,953
0.02% of portfolio
|
Q3 2024
Reduced 0.33%
|