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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
200
shares
|
$27,726
0.01% of portfolio
|
Q2 2024
Reduced 96.66%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
200
shares
|
$27,726
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
197
shares
|
$27,310
0.01% of portfolio
|
Q4 2022
Reduced 34.33%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
196
shares
|
$27,171
0.01% of portfolio
|
Q3 2024
Added 63.33%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
192
shares
|
$26,616
0.01% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
192
shares
|
$26,616
0.01% of portfolio
|
Q2 2023
Reduced 16.52%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
190
shares
|
$26,339
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
189
shares
|
$26,201
0.0% of portfolio
|
Q2 2023
Added 45.38%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
185
shares
|
$25,646
0.0% of portfolio
|
Q2 2024
Added 825.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
182
shares
|
$25,230
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
181
shares
|
$25,092
0.0% of portfolio
|
Q3 2024
Reduced 58.96%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
180
shares
|
$24,953
0.0% of portfolio
|
Q3 2024
Added 800.0%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
176
shares
|
$24,398
0.0% of portfolio
|
Q3 2024
Added 40.8%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
173
shares
|
$23,982
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
165
shares
|
$22,873
0.01% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
163
shares
|
$22,596
0.02% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
159
shares
|
$22,042
0.0% of portfolio
|
Q1 2023
Reduced 34.84%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
150
shares
|
$20,794
0.01% of portfolio
|
Q4 2023
Reduced 31.51%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
148
shares
|
$20,517
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
144
shares
|
$19,962
0.0% of portfolio
|
Q2 2024
Added 92.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
136
shares
|
$18,853
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
126
shares
|
$17,467
0.01% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
126
shares
|
$17,467
0.01% of portfolio
|
Q4 2022
Reduced 62.61%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
117
shares
|
$16,219
0.0% of portfolio
|
Q2 2023
Reduced 53.94%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
116
shares
|
$16,081
0.0% of portfolio
|
Q2 2024
Reduced 35.56%
|