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 |
|---|---|---|---|---|---|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
270
shares
|
$37,430
0.04% of portfolio
|
Q1 2023
Reduced 75.57%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
266
shares
|
$36,875
0.01% of portfolio
|
Q2 2024
Reduced 66.96%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
266
shares
|
$36,875
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
263
shares
|
$36,459
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
260
shares
|
$36,043
0.0% of portfolio
|
Q3 2021
Reduced 14.19%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
259
shares
|
$35,905
0.01% of portfolio
|
Q1 2020
Added 123.28%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
254
shares
|
$35,212
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
250
shares
|
$34,657
0.0% of portfolio
|
Q2 2024
Reduced 38.42%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
249
shares
|
$34,518
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
249
shares
|
$34,518
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
248
shares
|
$34,380
0.0% of portfolio
|
Q3 2022
Reduced 51.18%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
248
shares
|
$34,380
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
247
shares
|
$34,241
0.02% of portfolio
|
Q2 2024
Reduced 84.51%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
243
shares
|
$33,687
0.0% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
240
shares
|
$33,271
0.04% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
240
shares
|
$33,271
0.01% of portfolio
|
Q2 2023
Reduced 35.14%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
232
shares
|
$32,162
0.01% of portfolio
|
Q3 2024
Added 110.91%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
225
shares
|
$31,191
0.0% of portfolio
|
Q1 2024
Added 36.36%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
223
shares
|
$30,914
0.01% of portfolio
|
Q2 2022
Reduced 3.14%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
221
shares
|
$30,637
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
220
shares
|
$30,498
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
214
shares
|
$29,666
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
207
shares
|
$28,696
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
203
shares
|
$28,141
0.0% of portfolio
|
Q3 2024
Added 48.18%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
203
shares
|
$28,141
0.02% of portfolio
|
Q4 2021
New holding
|