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 940 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 $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,616
shares
|
$506,493
0.01% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
3,588
shares
|
$502,571
0.11% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
3,587
shares
|
$502,431
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
3,581
shares
|
$501,590
0.0% of portfolio
|
Q3 2024
Reduced 23.15%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
3,560
shares
|
$498,649
0.07% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
3,541
shares
|
$495,987
0.04% of portfolio
|
Q2 2024
Added 108.91%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
3,524
shares
|
$493,606
0.03% of portfolio
|
Q1 2024
Reduced 27.47%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,517
shares
|
$492,626
0.14% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
3,500
shares
|
$490,245
0.07% of portfolio
|
Q2 2022
Reduced 14.78%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,467
shares
|
$485,622
0.0% of portfolio
|
Q3 2024
Reduced 45.79%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,429
shares
|
$480,300
0.06% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
3,400
shares
|
$476,238
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
|
$473,436
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
3,362
shares
|
$470,915
0.02% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,357
shares
|
$470,214
0.01% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
3,351
shares
|
$469,374
0.03% of portfolio
|
Q3 2024
Added 25.55%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
3,328
shares
|
$466,152
1.09% of portfolio
|
Q3 2024
Reduced 63.82%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,314
shares
|
$464,191
0.04% of portfolio
|
Q1 2023
Added 0.09%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,308
shares
|
$463,351
0.0% of portfolio
|
Q3 2024
Added 21.62%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
3,287
shares
|
$460,410
0.06% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
3,286
shares
|
$460,270
0.08% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
3,282
shares
|
$459,709
0.02% of portfolio
|
Q3 2024
Added 25.94%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
3,278
shares
|
$459,149
0.21% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,274
shares
|
$458,589
0.1% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
3,263
shares
|
$457,048
0.13% of portfolio
|
Q3 2024
Added 0.37%
|