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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
889
shares
|
$117,107
0.01% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Aug 14, 2024 Q2 2024 |
886
shares
|
$116,712
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
885
shares
|
$116,581
0.07% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
859
shares
|
$113,156
0.03% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
843
shares
|
$111,048
0.07% of portfolio
|
Q3 2024
Reduced 24.8%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
816
shares
|
$107,491
0.02% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
814
shares
|
$107,228
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
808
shares
|
$106,437
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
808
shares
|
$106,437
0.0% of portfolio
|
Q3 2017
Reduced 75.62%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
785
shares
|
$103,408
0.01% of portfolio
|
Q3 2023
Added 42.99%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 14, 2024 Q2 2024 |
784
shares
|
$103,276
0.05% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
784
shares
|
$103,276
0.02% of portfolio
|
Q3 2024
Reduced 38.51%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
756
shares
|
$99,587
0.0% of portfolio
|
Q2 2024
Added 202.4%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
748
shares
|
$98,534
0.01% of portfolio
|
Q4 2023
Added 11.31%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 25, 2024 Q2 2024 |
746
shares
|
$98,270
0.01% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Aug 05, 2024 Q2 2024 |
745
shares
|
$98,138
0.01% of portfolio
|
Q1 2024
Added 7.81%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
738
shares
|
$97,216
0.01% of portfolio
|
Q2 2024
Added 13.19%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
718
shares
|
$94,582
0.01% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
717
shares
|
$94,450
0.01% of portfolio
|
Q2 2023
Reduced 6.15%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
716
shares
|
$94,318
0.05% of portfolio
|
Q1 2022
Added 3.17%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
679
shares
|
$89,444
0.03% of portfolio
|
Q4 2023
Reduced 11.24%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
661
shares
|
$87,073
0.01% of portfolio
|
Q2 2024
Added 0.3%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
660
shares
|
$86,941
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
660
shares
|
$86,941
0.0% of portfolio
|
Q4 2023
Reduced 27.55%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
651
shares
|
$85,756
0.02% of portfolio
|
Q2 2024
Reduced 5.24%
|