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 |
|---|---|---|---|---|---|
|
Davis R M Inc
Portland, ME |
Aug 09, 2024 Q2 2024 |
4,937
shares
|
$650,351
0.01% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,919
shares
|
$647,979
0.04% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
4,895
shares
|
$644,818
0.03% of portfolio
|
Q4 2023
Reduced 2.28%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Aug 12, 2024 Q2 2024 |
4,885
shares
|
$643,501
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
4,859
shares
|
$640,076
0.05% of portfolio
|
Q2 2024
Added 2.12%
|
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
4,839
shares
|
$637,441
0.07% of portfolio
|
Q2 2024
Added 3.38%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Aug 12, 2024 Q2 2024 |
4,807
shares
|
$633,226
0.13% of portfolio
|
Q1 2024
Reduced 3.47%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
4,804
shares
|
$632,830
0.06% of portfolio
|
Q2 2024
Added 7.74%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Aug 02, 2024 Q2 2024 |
4,776
shares
|
$629,142
0.13% of portfolio
|
Q2 2024
Reduced 12.29%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 14, 2024 Q2 2024 |
4,768
shares
|
$628,088
0.08% of portfolio
|
Q2 2024
Added 5.6%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
4,760
shares
|
$627,034
0.03% of portfolio
|
Q4 2023
Reduced 17.86%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Jul 16, 2024 Q2 2024 |
4,750
shares
|
$625,717
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
4,725
shares
|
$622,424
0.01% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,703
shares
|
$619,526
0.01% of portfolio
|
Q3 2023
Added 3.66%
|
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
4,660
shares
|
$613,861
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
4,653
shares
|
$612,939
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,617
shares
|
$608,197
0.0% of portfolio
|
Q4 2022
Added 44.33%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,617
shares
|
$608,197
0.17% of portfolio
|
Q3 2023
Added 51.73%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
4,605
shares
|
$606,616
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
4,527
shares
|
$596,341
0.0% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
4,498
shares
|
$592,521
0.03% of portfolio
|
Q2 2024
Added 14.45%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Aug 14, 2024 Q2 2024 |
4,475
shares
|
$589,491
0.2% of portfolio
|
Q2 2024
Reduced 5.89%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
4,472
shares
|
$589,096
0.02% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
4,471
shares
|
$588,964
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
4,449
shares
|
$586,066
0.65% of portfolio
|
Q3 2024
Reduced 1.44%
|