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 |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
1,318
shares
|
$173,620
0.03% of portfolio
|
Q1 2024
Added 2765.22%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
1,305
shares
|
$171,907
0.02% of portfolio
|
Q1 2017
Reduced 95.4%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,295
shares
|
$170,590
0.0% of portfolio
|
Q4 2023
Added 67.96%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,291
shares
|
$170,063
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
1,283
shares
|
$169,009
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
1,251
shares
|
$164,794
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
1,250
shares
|
$164,662
0.01% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
1,237
shares
|
$162,950
0.02% of portfolio
|
Q2 2024
Added 55.21%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,217
shares
|
$160,315
0.04% of portfolio
|
Q1 2022
Added 3.93%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,217
shares
|
$160,315
0.04% of portfolio
|
Q1 2023
Added 349.08%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
1,199
shares
|
$157,944
0.06% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
1,174
shares
|
$154,651
0.03% of portfolio
|
Q3 2024
Reduced 26.63%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
1,159
shares
|
$152,675
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
|
$151,357
0.01% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
1,122
shares
|
$147,801
0.01% of portfolio
|
Q2 2024
Added 12.99%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,114
shares
|
$146,747
0.01% of portfolio
|
Q2 2023
Added 3.05%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Sep 06, 2024 Q2 2024 |
1,108
shares
|
$145,956
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
1,093
shares
|
$143,980
0.03% of portfolio
|
Q4 2023
Reduced 0.45%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,086
shares
|
$143,058
0.0% of portfolio
|
Q3 2024
Added 22.16%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,044
shares
|
$137,526
0.03% of portfolio
|
Q2 2022
Reduced 4.04%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
1,019
shares
|
$134,232
0.01% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Aug 13, 2024 Q2 2024 |
990
shares
|
$130,412
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
973
shares
|
$128,173
0.04% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Duncker Streett & CO Inc
|
Jul 31, 2024 Q2 2024 |
961
shares
|
$126,592
0.02% of portfolio
|
Q1 2020
Added 10.97%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
892
shares
|
$117,503
0.01% of portfolio
|
Q4 2023
Reduced 20.21%
|