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 940 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 $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vaughan Nelson Investment Management, L.P.
|
Nov 06, 2024 Q3 2024 |
1,056
shares
|
$147,913
0.0% of portfolio
|
Q3 2024
Reduced 51.25%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,044
shares
|
$146,233
0.03% of portfolio
|
Q2 2022
Reduced 4.04%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,019
shares
|
$142,731
0.01% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
990
shares
|
$138,669
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
973
shares
|
$136,288
0.04% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
961
shares
|
$134,607
0.02% of portfolio
|
Q1 2020
Added 10.97%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
942
shares
|
$131,945
0.1% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
892
shares
|
$124,942
0.01% of portfolio
|
Q4 2023
Reduced 20.21%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
889
shares
|
$124,522
0.01% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 13, 2024 Q3 2024 |
886
shares
|
$124,102
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
863
shares
|
$120,880
0.03% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
843
shares
|
$118,079
0.07% of portfolio
|
Q3 2024
Reduced 24.8%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
816
shares
|
$114,297
0.02% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
814
shares
|
$114,016
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
808
shares
|
$113,176
0.0% of portfolio
|
Q3 2017
Reduced 75.62%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
808
shares
|
$113,176
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
785
shares
|
$109,954
0.01% of portfolio
|
Q3 2023
Added 42.99%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
784
shares
|
$109,814
0.04% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
784
shares
|
$109,814
0.02% of portfolio
|
Q3 2024
Reduced 38.51%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
748
shares
|
$104,772
0.01% of portfolio
|
Q4 2023
Added 11.31%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
746
shares
|
$104,492
0.01% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
738
shares
|
$103,371
0.01% of portfolio
|
Q2 2024
Added 13.19%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
726
shares
|
$101,690
0.01% of portfolio
|
Q3 2024
Reduced 46.97%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
718
shares
|
$100,570
0.01% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
717
shares
|
$100,430
0.01% of portfolio
|
Q2 2023
Reduced 6.15%
|