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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
2,000
shares
|
$277,260
0.04% of portfolio
|
Q3 2024
Reduced 16.84%
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
1,998
shares
|
$276,982
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
1,989
shares
|
$275,735
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
1,988
shares
|
$275,596
0.03% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,988
shares
|
$275,596
0.08% of portfolio
|
Q2 2023
Added 8.16%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
1,985
shares
|
$275,180
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
1,977
shares
|
$274,071
0.01% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
1,973
shares
|
$273,516
0.05% of portfolio
|
Q1 2023
Reduced 1.6%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,972
shares
|
$273,378
0.12% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
1,962
shares
|
$271,992
0.01% of portfolio
|
Q2 2024
Added 10.66%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
1,960
shares
|
$271,714
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
1,937
shares
|
$268,526
0.03% of portfolio
|
Q2 2023
Reduced 10.57%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,932
shares
|
$267,833
0.12% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
1,912
shares
|
$265,060
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
1,906
shares
|
$264,228
0.07% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
1,902
shares
|
$263,674
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
1,902
shares
|
$263,674
0.05% of portfolio
|
Q2 2024
Reduced 6.99%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
1,896
shares
|
$262,842
0.1% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
1,891
shares
|
$262,149
0.04% of portfolio
|
Q2 2024
Reduced 12.74%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
1,884
shares
|
$261,178
0.02% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,883
shares
|
$261,040
0.01% of portfolio
|
Q4 2023
Added 4.73%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
1,878
shares
|
$260,347
0.02% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
1,842
shares
|
$255,356
0.02% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
1,834
shares
|
$254,247
0.02% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
1,821
shares
|
$252,445
0.07% of portfolio
|
Q2 2024
Added 1.17%
|