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 |
|---|---|---|---|---|---|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
2,487
shares
|
$344,772
0.09% of portfolio
|
Q2 2022
Reduced 0.12%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
2,476
shares
|
$343,247
0.06% of portfolio
|
Q1 2023
Reduced 0.84%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,463
shares
|
$341,445
0.07% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
2,451
shares
|
$339,782
0.11% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
2,447
shares
|
$339,227
0.02% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
2,434
shares
|
$337,425
0.03% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
2,415
shares
|
$334,791
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
2,406
shares
|
$333,543
0.05% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
2,388
shares
|
$331,048
0.0% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
2,386
shares
|
$330,771
0.24% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
2,362
shares
|
$327,444
0.01% of portfolio
|
Q3 2024
Reduced 31.95%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
2,352
shares
|
$326,057
0.07% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
2,336
shares
|
$323,839
0.23% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,328
shares
|
$322,730
0.01% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
2,311
shares
|
$320,373
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
2,263
shares
|
$313,719
0.03% of portfolio
|
Q3 2024
Reduced 95.13%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
2,263
shares
|
$313,719
0.09% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
2,262
shares
|
$313,581
0.19% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
2,262
shares
|
$313,581
0.15% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
2,259
shares
|
$313,165
0.0% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
2,259
shares
|
$313,165
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
2,259
shares
|
$313,165
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
2,246
shares
|
$311,362
0.18% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
2,221
shares
|
$307,897
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
2,214
shares
|
$306,926
0.02% of portfolio
|
Q3 2024
New holding
|