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 |
|---|---|---|---|---|---|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,182
shares
|
$419,164
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
3,177
shares
|
$418,506
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
3,137
shares
|
$413,237
0.02% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Holland Advisory Services, Inc.
|
Oct 18, 2024 Q3 2024 |
3,124
shares
|
$411,524
0.54% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
3,112
shares
|
$409,943
0.03% of portfolio
|
Q3 2024
Reduced 32.14%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
3,104
shares
|
$408,889
0.03% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2024 Q2 2024 |
3,101
shares
|
$408,494
0.02% of portfolio
|
Q4 2022
Added 0.49%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
3,096
shares
|
$407,836
0.14% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
3,090
shares
|
$407,045
0.15% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,079
shares
|
$405,596
0.12% of portfolio
|
Q2 2022
Added 26.76%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
3,053
shares
|
$402,171
0.22% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
3,048
shares
|
$401,513
0.12% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Shufro Rose & CO LLC
|
Aug 13, 2024 Q2 2024 |
3,043
shares
|
$400,854
0.03% of portfolio
|
Q2 2024
Added 2.01%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
3,014
shares
|
$397,034
0.01% of portfolio
|
Q3 2024
Added 22.37%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
3,008
shares
|
$396,243
0.14% of portfolio
|
Q2 2024
Added 29.6%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 13, 2024 Q2 2024 |
3,003
shares
|
$395,585
0.06% of portfolio
|
Q2 2024
Reduced 7.66%
|
|
|
Pittenger & Anderson Inc
|
Aug 09, 2024 Q2 2024 |
3,000
shares
|
$395,189
0.02% of portfolio
|
Q4 2021
Reduced 0.03%
|
|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
3,000
shares
|
$395,189
0.28% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,990
shares
|
$393,872
0.01% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Personal Cfo Solutions, LLC
|
Aug 09, 2024 Q2 2024 |
2,977
shares
|
$392,160
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jul 25, 2024 Q2 2024 |
2,976
shares
|
$392,028
0.0% of portfolio
|
Q2 2024
Added 16.2%
|
|
|
Independent Advisor Alliance
|
Aug 12, 2024 Q2 2024 |
2,968
shares
|
$390,974
0.01% of portfolio
|
Q3 2023
Added 43.38%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 26, 2024 Q2 2024 |
2,966
shares
|
$390,711
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Aug 08, 2024 Q2 2024 |
2,964
shares
|
$390,447
0.18% of portfolio
|
Q2 2024
Reduced 31.12%
|
|
|
Firestone Capital Management
|
Aug 09, 2024 Q2 2024 |
2,960
shares
|
$389,920
0.1% of portfolio
|
Q1 2021
Reduced 28.85%
|