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 |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
4,471
shares
|
$619,814
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
4,464
shares
|
$618,844
0.01% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
4,449
shares
|
$616,764
0.65% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
4,376
shares
|
$606,644
0.07% of portfolio
|
Q2 2018
Reduced 1.29%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
4,342
shares
|
$601,931
0.29% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,339
shares
|
$601,515
0.03% of portfolio
|
Q2 2022
Added 67.72%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
4,330
shares
|
$600,267
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,328
shares
|
$599,990
0.03% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
4,257
shares
|
$590,147
0.15% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
4,256
shares
|
$590,009
0.13% of portfolio
|
Q3 2024
Reduced 20.76%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
4,229
shares
|
$586,266
0.25% of portfolio
|
Q3 2021
Reduced 7.4%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
4,163
shares
|
$577,116
0.02% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
4,160
shares
|
$576,700
0.01% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
4,155
shares
|
$576,007
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
4,142
shares
|
$574,205
0.04% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,135
shares
|
$573,235
0.18% of portfolio
|
Q3 2021
Added 0.41%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,081
shares
|
$565,749
0.08% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,068
shares
|
$563,946
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
4,065
shares
|
$563,530
0.0% of portfolio
|
Q2 2024
Reduced 39.69%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
4,043
shares
|
$560,481
0.3% of portfolio
|
Q1 2023
Added 177.49%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
3,981
shares
|
$551,886
0.02% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
3,944
shares
|
$546,756
0.21% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
3,937
shares
|
$545,786
0.02% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
3,936
shares
|
$545,647
0.19% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
3,913
shares
|
$542,459
0.35% of portfolio
|
Q3 2024
Added 0.44%
|