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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
2,158
shares
|
$284,273
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
2,157
shares
|
$284,141
0.0% of portfolio
|
Q2 2024
Reduced 8.91%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,155
shares
|
$283,878
0.02% of portfolio
|
Q2 2022
Reduced 2.88%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
2,154
shares
|
$283,746
0.09% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Aug 01, 2024 Q2 2024 |
2,147
shares
|
$282,824
0.06% of portfolio
|
Q2 2024
Added 7.19%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
2,142
shares
|
$282,165
0.12% of portfolio
|
Q2 2024
Added 2.59%
|
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
2,117
shares
|
$278,872
0.01% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
2,100
shares
|
$276,633
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
2,100
shares
|
$276,633
0.14% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Jul 23, 2024 Q2 2024 |
2,093
shares
|
$275,710
0.12% of portfolio
|
Q2 2024
Reduced 25.49%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 23, 2024 Q2 2024 |
2,088
shares
|
$275,052
0.02% of portfolio
|
Q2 2024
Reduced 5.61%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
2,070
shares
|
$272,681
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Sky Oak Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
2,068
shares
|
$272,417
0.06% of portfolio
|
Q2 2024
Reduced 16.61%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
2,068
shares
|
$272,417
0.02% of portfolio
|
Q2 2024
Added 8.67%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
2,066
shares
|
$272,154
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 13, 2024 Q2 2024 |
2,057
shares
|
$270,968
0.11% of portfolio
|
Q2 2024
Reduced 29.07%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Jul 31, 2024 Q2 2024 |
2,035
shares
|
$268,070
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
2,028
shares
|
$267,148
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
2,027
shares
|
$267,016
0.02% of portfolio
|
Q2 2024
Reduced 15.44%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
2,007
shares
|
$264,382
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Jul 25, 2024 Q2 2024 |
2,007
shares
|
$264,382
0.03% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 07, 2024 Q2 2024 |
2,005
shares
|
$264,118
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
1,998
shares
|
$263,196
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
1,989
shares
|
$262,010
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
1,988
shares
|
$261,879
0.08% of portfolio
|
Q2 2023
Added 8.16%
|