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 |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
1,797
shares
|
$236,718
0.01% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Glassman Wealth Services
|
Aug 06, 2024 Q2 2024 |
1,797
shares
|
$236,718
0.04% of portfolio
|
Q4 2022
Reduced 0.88%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
1,795
shares
|
$236,455
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
1,786
shares
|
$235,269
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Aug 07, 2024 Q2 2024 |
1,783
shares
|
$234,874
0.01% of portfolio
|
Q1 2024
Reduced 2.99%
|
|
|
Lathrop Investment Management Corp
|
Jul 18, 2024 Q2 2024 |
1,781
shares
|
$234,611
0.04% of portfolio
|
Q4 2023
Reduced 10.1%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
1,772
shares
|
$233,425
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,770
shares
|
$233,162
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
1,763
shares
|
$232,239
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Aug 06, 2024 Q2 2024 |
1,755
shares
|
$231,186
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Crestwood Advisors Group LLC
|
Aug 01, 2024 Q2 2024 |
1,752
shares
|
$230,790
0.0% of portfolio
|
Q2 2024
Reduced 22.37%
|
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
1,744
shares
|
$229,737
0.03% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
1,731
shares
|
$228,024
0.11% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 14, 2024 Q2 2024 |
1,730
shares
|
$227,892
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
1,729
shares
|
$227,761
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
1,723
shares
|
$226,970
0.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Cypress Capital Group
|
Jul 25, 2024 Q2 2024 |
1,717
shares
|
$226,180
0.03% of portfolio
|
Q1 2024
Reduced 81.62%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
1,715
shares
|
$225,916
0.01% of portfolio
|
Q2 2024
Reduced 21.97%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
1,714
shares
|
$225,785
0.0% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
1,711
shares
|
$225,390
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,707
shares
|
$224,863
0.13% of portfolio
|
Q2 2022
Reduced 71.85%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
1,702
shares
|
$224,204
0.6% of portfolio
|
Q2 2024
Reduced 12.58%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
1,695
shares
|
$223,282
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
1,694
shares
|
$223,150
0.13% of portfolio
|
Q2 2024
Reduced 34.87%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,682
shares
|
$221,569
0.02% of portfolio
|
Q2 2023
Reduced 19.21%
|