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 |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
1,819
shares
|
$252,167
0.01% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
1,803
shares
|
$249,949
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
1,797
shares
|
$249,118
0.01% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
1,797
shares
|
$249,118
0.04% of portfolio
|
Q4 2022
Reduced 0.88%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
1,795
shares
|
$248,840
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
1,786
shares
|
$247,593
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
1,783
shares
|
$247,177
0.01% of portfolio
|
Q1 2024
Reduced 2.99%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
1,781
shares
|
$246,900
0.04% of portfolio
|
Q4 2023
Reduced 10.1%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
1,770
shares
|
$245,375
0.02% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
1,763
shares
|
$244,404
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
1,755
shares
|
$243,295
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,744
shares
|
$241,770
0.03% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
1,729
shares
|
$239,691
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
1,723
shares
|
$238,859
0.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
1,718
shares
|
$238,166
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,717
shares
|
$238,027
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
1,711
shares
|
$237,195
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,708
shares
|
$236,780
0.02% of portfolio
|
Q3 2024
Reduced 17.41%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,707
shares
|
$236,641
0.13% of portfolio
|
Q2 2022
Reduced 71.85%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
1,702
shares
|
$235,948
0.6% of portfolio
|
Q2 2024
Reduced 12.58%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,702
shares
|
$235,948
0.03% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
1,695
shares
|
$234,977
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
1,694
shares
|
$234,839
0.13% of portfolio
|
Q2 2024
Reduced 34.87%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,685
shares
|
$233,591
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
1,682
shares
|
$233,175
0.0% of portfolio
|
Q1 2024
Reduced 4.81%
|