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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,488
shares
|
$206,281
0.0% of portfolio
|
Q3 2022
Added 194.07%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,472
shares
|
$204,063
0.16% of portfolio
|
Q3 2024
Reduced 89.65%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
1,464
shares
|
$202,954
0.08% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
1,437
shares
|
$199,211
0.15% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
1,430
shares
|
$198,240
0.0% of portfolio
|
Q4 2022
Reduced 2.85%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
1,396
shares
|
$193,527
0.04% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,318
shares
|
$182,714
0.03% of portfolio
|
Q1 2024
Added 2765.22%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,305
shares
|
$180,912
0.02% of portfolio
|
Q1 2017
Reduced 95.4%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,295
shares
|
$179,525
0.0% of portfolio
|
Q4 2023
Added 67.96%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,291
shares
|
$178,971
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
1,283
shares
|
$177,862
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,250
shares
|
$173,287
0.01% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
1,237
shares
|
$171,485
0.02% of portfolio
|
Q2 2024
Added 55.21%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,217
shares
|
$168,712
0.04% of portfolio
|
Q1 2023
Added 349.08%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,217
shares
|
$168,712
0.04% of portfolio
|
Q1 2022
Added 3.93%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
1,199
shares
|
$166,217
0.06% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1,174
shares
|
$162,751
0.03% of portfolio
|
Q3 2024
Reduced 26.63%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
1,159
shares
|
$160,672
0.06% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
1,149
shares
|
$159,285
0.01% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,127
shares
|
$156,236
0.01% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,114
shares
|
$154,433
0.01% of portfolio
|
Q2 2023
Added 3.05%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
1,108
shares
|
$153,602
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,093
shares
|
$151,522
0.03% of portfolio
|
Q4 2023
Reduced 0.45%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,086
shares
|
$150,552
0.0% of portfolio
|
Q3 2024
Added 22.16%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Nov 06, 2024 Q3 2024 |
1,056
shares
|
$146,393
0.0% of portfolio
|
Q3 2024
Reduced 51.25%
|