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 |
|---|---|---|---|---|---|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
1,985
shares
|
$261,484
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
1,978
shares
|
$260,561
0.02% of portfolio
|
Q1 2024
Reduced 5.49%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 27, 2024 Q2 2024 |
1,977
shares
|
$260,430
0.01% of portfolio
|
Q2 2024
Reduced 11.98%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
1,977
shares
|
$260,430
0.01% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 05, 2024 Q2 2024 |
1,973
shares
|
$259,903
0.04% of portfolio
|
Q1 2023
Reduced 1.6%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,972
shares
|
$259,771
0.12% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
South State Corp
|
Aug 02, 2024 Q2 2024 |
1,968
shares
|
$259,244
0.02% of portfolio
|
Q2 2024
Added 27.54%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
1,962
shares
|
$258,454
0.01% of portfolio
|
Q2 2024
Added 10.66%
|
|
|
Essex Savings Bank
|
Jul 23, 2024 Q2 2024 |
1,960
shares
|
$258,190
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
1,940
shares
|
$255,556
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
1,937
shares
|
$255,161
0.03% of portfolio
|
Q2 2023
Reduced 10.57%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
1,906
shares
|
$251,077
0.07% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
1,902
shares
|
$250,550
0.05% of portfolio
|
Q2 2024
Reduced 6.99%
|
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
1,896
shares
|
$249,760
0.01% of portfolio
|
Q2 2024
Added 17.47%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,895
shares
|
$249,628
0.0% of portfolio
|
Q2 2024
Reduced 22.78%
|
|
|
Dagco, Inc.
|
Aug 14, 2024 Q2 2024 |
1,894
shares
|
$249,496
0.1% of portfolio
|
Q2 2024
Reduced 11.62%
|
|
|
Montecito Bank & Trust
|
Jul 17, 2024 Q2 2024 |
1,891
shares
|
$249,101
0.05% of portfolio
|
Q2 2024
Reduced 12.74%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
1,883
shares
|
$248,047
0.01% of portfolio
|
Q4 2023
Added 4.73%
|
|
|
Ellevest, Inc.
|
Aug 14, 2024 Q2 2024 |
1,856
shares
|
$244,490
0.01% of portfolio
|
Q2 2024
Reduced 9.42%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2024 Q2 2024 |
1,843
shares
|
$242,778
0.02% of portfolio
|
Q2 2024
Added 6.29%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
1,821
shares
|
$239,880
0.07% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
1,819
shares
|
$239,616
0.01% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 12, 2024 Q2 2024 |
1,807
shares
|
$238,036
0.05% of portfolio
|
Q2 2024
Added 12.8%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 14, 2024 Q2 2024 |
1,803
shares
|
$237,509
0.02% of portfolio
|
Q1 2024
Reduced 44.28%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
1,803
shares
|
$237,509
0.13% of portfolio
|
Q2 2024
New holding
|