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 |
|---|---|---|---|---|---|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
3,913
shares
|
$515,459
0.35% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
3,906
shares
|
$514,537
0.09% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Aug 15, 2024 Q2 2024 |
3,829
shares
|
$504,394
0.03% of portfolio
|
Q1 2024
Reduced 11.55%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,826
shares
|
$503,998
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,814
shares
|
$502,418
0.08% of portfolio
|
Q3 2022
Reduced 3.71%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 18, 2024 Q2 2024 |
3,805
shares
|
$501,232
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
3,802
shares
|
$500,837
0.03% of portfolio
|
Q4 2023
Reduced 3.8%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jul 23, 2024 Q2 2024 |
3,800
shares
|
$500,573
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
3,761
shares
|
$495,436
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,755
shares
|
$494,646
0.17% of portfolio
|
Q3 2024
Added 23.52%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Aug 08, 2024 Q2 2024 |
3,726
shares
|
$490,825
0.01% of portfolio
|
Q2 2024
Added 80.26%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,725
shares
|
$490,694
0.01% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
3,719
shares
|
$489,903
0.01% of portfolio
|
Q2 2024
Reduced 11.73%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,695
shares
|
$486,742
0.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
3,669
shares
|
$483,317
0.1% of portfolio
|
Q3 2024
Added 395.81%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 07, 2024 Q2 2024 |
3,662
shares
|
$482,395
0.33% of portfolio
|
Q3 2023
Reduced 10.05%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
3,645
shares
|
$480,155
0.03% of portfolio
|
Q4 2023
Reduced 14.92%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
3,644
shares
|
$480,024
0.12% of portfolio
|
Q2 2024
Reduced 15.78%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
3,625
shares
|
$477,521
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 02, 2024 Q2 2024 |
3,616
shares
|
$476,335
0.05% of portfolio
|
Q3 2023
Reduced 1.5%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,616
shares
|
$476,335
0.01% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Aug 14, 2024 Q2 2024 |
3,614
shares
|
$476,072
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 22, 2024 Q2 2024 |
3,587
shares
|
$472,515
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
3,558
shares
|
$468,695
0.07% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
3,541
shares
|
$466,455
0.04% of portfolio
|
Q2 2024
Added 108.91%
|