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 |
|---|---|---|---|---|---|
|
Simmons Bank
|
Jul 26, 2024 Q2 2024 |
3,524
shares
|
$464,216
0.03% of portfolio
|
Q1 2024
Reduced 27.47%
|
|
|
Guidance Point Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
3,501
shares
|
$461,186
0.13% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
3,500
shares
|
$461,054
0.07% of portfolio
|
Q2 2022
Reduced 14.78%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,467
shares
|
$456,707
0.0% of portfolio
|
Q3 2024
Reduced 45.79%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,429
shares
|
$451,702
0.06% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2024 Q2 2024 |
3,400
shares
|
$447,881
0.22% of portfolio
|
Q1 2024
Reduced 11.04%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
3,380
shares
|
$445,247
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
3,353
shares
|
$441,690
0.01% of portfolio
|
Q2 2024
Added 4.78%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
3,351
shares
|
$441,427
0.03% of portfolio
|
Q3 2024
Added 25.55%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,314
shares
|
$436,553
0.04% of portfolio
|
Q1 2023
Added 0.09%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
3,286
shares
|
$432,864
0.08% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Facet Wealth, Inc.
|
Jul 31, 2024 Q2 2024 |
3,283
shares
|
$432,469
0.01% of portfolio
|
Q2 2024
Added 3.04%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
3,282
shares
|
$432,337
0.02% of portfolio
|
Q3 2024
Added 25.94%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
3,278
shares
|
$431,810
0.21% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,274
shares
|
$431,284
0.1% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Al Ti Global, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
3,261
shares
|
$429,571
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 09, 2024 Q2 2024 |
3,251
shares
|
$428,254
0.13% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 14, 2024 Q2 2024 |
3,251
shares
|
$428,254
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,245
shares
|
$427,463
0.22% of portfolio
|
Q4 2022
Reduced 2.17%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
3,244
shares
|
$427,332
0.09% of portfolio
|
Q3 2024
Reduced 27.57%
|
|
|
Allen Investment Management LLC
|
Aug 08, 2024 Q2 2024 |
3,231
shares
|
$425,619
0.0% of portfolio
|
Q3 2023
Reduced 0.68%
|
|
|
North Rock Partners, LLC
|
Aug 06, 2024 Q2 2024 |
3,212
shares
|
$423,116
0.03% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
3,206
shares
|
$422,326
0.03% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Signature Securities Group Corporation
|
Aug 12, 2024 Q2 2024 |
3,201
shares
|
$421,667
0.11% of portfolio
|
Q2 2024
Reduced 10.76%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
3,198
shares
|
$421,272
0.02% of portfolio
|
Q3 2024
Added 0.09%
|