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 |
|---|---|---|---|---|---|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
1,682
shares
|
$221,569
0.0% of portfolio
|
Q1 2024
Reduced 4.81%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 30, 2024 Q2 2024 |
1,682
shares
|
$221,569
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,682
shares
|
$221,569
0.02% of portfolio
|
Q2 2023
Reduced 19.21%
|
|
|
Legacy Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
1,680
shares
|
$221,306
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2024 Q2 2024 |
1,666
shares
|
$219,462
0.0% of portfolio
|
Q1 2024
Reduced 4.03%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 19, 2024 Q2 2024 |
1,663
shares
|
$219,066
0.0% of portfolio
|
Q1 2024
Added 1.68%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
1,661
shares
|
$218,803
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2024 Q2 2024 |
1,660
shares
|
$218,671
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
1,623
shares
|
$213,797
0.07% of portfolio
|
Q4 2023
Reduced 3.91%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,620
shares
|
$213,402
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Aug 07, 2024 Q2 2024 |
1,620
shares
|
$213,402
0.13% of portfolio
|
Q4 2019
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
1,620
shares
|
$213,402
0.05% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
1,615
shares
|
$212,743
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
1,596
shares
|
$210,241
0.01% of portfolio
|
Q3 2024
Reduced 23.67%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
1,590
shares
|
$209,450
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
1,579
shares
|
$208,001
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 11, 2024 Q2 2024 |
1,528
shares
|
$201,283
0.16% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
1,520
shares
|
$200,229
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,490
shares
|
$196,277
0.04% of portfolio
|
Q1 2023
Reduced 99.06%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,488
shares
|
$196,014
0.0% of portfolio
|
Q3 2022
Added 194.07%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
1,464
shares
|
$192,852
0.08% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
1,453
shares
|
$191,403
0.0% of portfolio
|
Q2 2024
Added 102.37%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
1,430
shares
|
$188,373
0.0% of portfolio
|
Q4 2022
Reduced 2.85%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
1,396
shares
|
$183,895
0.04% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
1,369
shares
|
$180,338
0.03% of portfolio
|
Q2 2024
Added 148.46%
|