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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
2,954
shares
|
$389,130
0.02% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 15, 2024 Q2 2024 |
2,945
shares
|
$387,944
0.06% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,939
shares
|
$387,154
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
2,902
shares
|
$382,280
0.04% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Davidson Trust CO
|
Jul 31, 2024 Q2 2024 |
2,864
shares
|
$377,274
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
2,862
shares
|
$377,011
0.02% of portfolio
|
Q3 2022
Added 43.6%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
2,827
shares
|
$372,400
0.0% of portfolio
|
Q2 2024
Reduced 40.27%
|
|
|
Gyl Financial Synergies, LLC
|
Jul 23, 2024 Q2 2024 |
2,801
shares
|
$368,975
0.03% of portfolio
|
Q1 2023
Added 4.59%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
2,800
shares
|
$368,844
0.07% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
2,798
shares
|
$368,580
0.06% of portfolio
|
Q1 2024
Added 43.56%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
2,775
shares
|
$365,550
0.01% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
2,754
shares
|
$362,784
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
2,752
shares
|
$362,520
0.02% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
2,752
shares
|
$362,520
0.04% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
2,731
shares
|
$359,754
0.02% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Villere St Denis J & CO LLC
|
Aug 06, 2024 Q2 2024 |
2,731
shares
|
$359,754
0.03% of portfolio
|
Q2 2024
Added 34.33%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
2,728
shares
|
$359,359
0.06% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
2,720
shares
|
$358,305
0.0% of portfolio
|
Q2 2024
Added 1548.48%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
2,718
shares
|
$358,042
0.17% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
2,695
shares
|
$355,012
0.13% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Trinity Point Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
2,692
shares
|
$354,617
0.05% of portfolio
|
Q2 2024
Reduced 6.1%
|
|
|
Bcgm Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
2,652
shares
|
$349,347
0.12% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 14, 2024 Q2 2024 |
2,644
shares
|
$348,294
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
2,644
shares
|
$348,294
0.01% of portfolio
|
Q2 2024
Reduced 12.88%
|
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
2,644
shares
|
$348,294
0.13% of portfolio
|
Q2 2024
Added 0.34%
|