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 |
|---|---|---|---|---|---|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,245
shares
|
$449,854
0.22% of portfolio
|
Q4 2022
Reduced 2.17%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
3,244
shares
|
$449,715
0.09% of portfolio
|
Q3 2024
Reduced 27.57%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
3,231
shares
|
$447,913
0.01% of portfolio
|
Q3 2023
Reduced 0.68%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
3,198
shares
|
$443,338
0.02% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,182
shares
|
$441,120
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
3,177
shares
|
$440,427
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
3,134
shares
|
$434,466
0.19% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Holland Advisory Services, Inc.
|
Oct 18, 2024 Q3 2024 |
3,124
shares
|
$433,080
0.54% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
3,112
shares
|
$431,416
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
|
$430,307
0.03% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
3,101
shares
|
$429,891
0.02% of portfolio
|
Q4 2022
Added 0.49%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
3,100
shares
|
$429,753
0.14% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
3,100
shares
|
$429,753
0.11% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
3,090
shares
|
$428,366
0.15% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,079
shares
|
$426,841
0.12% of portfolio
|
Q2 2022
Added 26.76%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
3,053
shares
|
$423,237
0.22% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
3,048
shares
|
$422,544
0.12% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
3,043
shares
|
$421,851
0.03% of portfolio
|
Q2 2024
Added 2.01%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
3,021
shares
|
$418,801
0.04% of portfolio
|
Q3 2024
Reduced 16.45%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
3,014
shares
|
$417,830
0.01% of portfolio
|
Q3 2024
Added 22.37%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
3,008
shares
|
$416,999
0.14% of portfolio
|
Q2 2024
Added 29.6%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
3,003
shares
|
$416,305
0.06% of portfolio
|
Q2 2024
Reduced 7.66%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
3,000
shares
|
$415,890
0.02% of portfolio
|
Q4 2021
Reduced 0.03%
|
|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
3,000
shares
|
$415,890
0.28% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,990
shares
|
$414,503
0.01% of portfolio
|
Q3 2024
Added 4.8%
|