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 |
|---|---|---|---|---|---|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 08, 2024 Q2 2024 |
4,376
shares
|
$576,450
0.06% of portfolio
|
Q2 2018
Reduced 1.29%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
4,343
shares
|
$572,103
0.01% of portfolio
|
Q2 2024
Added 58.62%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
4,342
shares
|
$571,971
0.29% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,339
shares
|
$571,576
0.03% of portfolio
|
Q2 2022
Added 67.72%
|
|
|
Bensler, LLC
Bellevue, WA |
Jul 26, 2024 Q2 2024 |
4,329
shares
|
$570,259
0.07% of portfolio
|
Q1 2024
Reduced 3.02%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,328
shares
|
$570,127
0.03% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
4,257
shares
|
$560,774
0.15% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
4,256
shares
|
$560,642
0.13% of portfolio
|
Q3 2024
Reduced 20.76%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
4,229
shares
|
$557,086
0.25% of portfolio
|
Q3 2021
Reduced 7.4%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
4,163
shares
|
$548,391
0.02% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
4,160
shares
|
$547,996
0.01% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
4,159
shares
|
$547,865
0.01% of portfolio
|
Q2 2024
Added 64.13%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
4,155
shares
|
$547,338
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
4,142
shares
|
$545,625
0.04% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,135
shares
|
$544,703
0.18% of portfolio
|
Q3 2021
Added 0.41%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
4,123
shares
|
$543,122
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
4,087
shares
|
$538,380
0.08% of portfolio
|
Q2 2024
Added 1.64%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2024 Q2 2024 |
4,085
shares
|
$538,117
0.35% of portfolio
|
Q2 2024
Reduced 4.85%
|
|
|
Cooper Financial Group
|
Jul 15, 2024 Q2 2024 |
4,083
shares
|
$537,853
0.07% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
4,065
shares
|
$535,482
0.0% of portfolio
|
Q2 2024
Reduced 39.69%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
4,043
shares
|
$532,584
0.3% of portfolio
|
Q1 2023
Added 177.49%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 02, 2024 Q2 2024 |
4,010
shares
|
$528,237
0.02% of portfolio
|
Q2 2024
Reduced 26.46%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
3,944
shares
|
$519,543
0.21% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
3,939
shares
|
$518,884
0.01% of portfolio
|
Q2 2024
Added 2.13%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
3,936
shares
|
$518,489
0.19% of portfolio
|
Q3 2024
Reduced 0.2%
|