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 |
|---|---|---|---|---|---|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
2,728
shares
|
$382,110
0.06% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
2,718
shares
|
$380,710
0.17% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
2,695
shares
|
$377,488
0.13% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
2,658
shares
|
$372,306
0.01% of portfolio
|
Q3 2024
Added 23.23%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
2,655
shares
|
$371,885
0.13% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
2,644
shares
|
$370,345
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,642
shares
|
$370,064
0.01% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
2,636
shares
|
$369,224
0.01% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,632
shares
|
$368,664
0.04% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
2,626
shares
|
$367,823
0.05% of portfolio
|
Q1 2024
Added 32.23%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,621
shares
|
$367,123
0.09% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
2,619
shares
|
$366,843
0.03% of portfolio
|
Q1 2023
Reduced 38.33%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
2,613
shares
|
$366,002
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
2,605
shares
|
$364,882
0.04% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,600
shares
|
$364,182
0.0% of portfolio
|
Q1 2022
Reduced 7.47%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
2,585
shares
|
$362,080
0.11% of portfolio
|
Q4 2023
Reduced 76.35%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
2,583
shares
|
$361,800
0.04% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,577
shares
|
$360,960
0.12% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
2,577
shares
|
$360,960
0.09% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
2,568
shares
|
$359,699
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
2,533
shares
|
$354,797
0.02% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
|
Leeward Investments, LLC Ma
|
Oct 31, 2024 Q3 2024 |
2,532
shares
|
$354,657
0.02% of portfolio
|
Q3 2024
Added 9.99%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
2,532
shares
|
$354,657
0.3% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,525
shares
|
$353,676
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
2,500
shares
|
$350,175
0.08% of portfolio
|
Q1 2024
New holding
|