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 |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
114
shares
|
$15,803
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
113
shares
|
$15,665
0.0% of portfolio
|
Q2 2024
Reduced 40.53%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
111
shares
|
$15,387
0.0% of portfolio
|
Q2 2024
Reduced 72.99%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
110
shares
|
$15,249
0.0% of portfolio
|
Q3 2019
Reduced 45.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
109
shares
|
$15,110
0.01% of portfolio
|
Q1 2023
Added 808.33%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
103
shares
|
$14,278
0.01% of portfolio
|
Q3 2024
Reduced 23.13%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
99
shares
|
$13,724
0.01% of portfolio
|
Q2 2024
Reduced 59.09%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
96
shares
|
$13,308
0.0% of portfolio
|
Q3 2021
Reduced 48.66%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
96
shares
|
$13,308
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Alaska Permanent Capital Management
|
Nov 04, 2024 Q3 2024 |
96
shares
|
$13,308
0.0% of portfolio
|
Q4 2023
Reduced 98.17%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
95
shares
|
$13,169
0.0% of portfolio
|
Q4 2023
Added 1.06%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
92
shares
|
$12,753
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
87
shares
|
$12,060
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
84
shares
|
$11,644
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
80
shares
|
$11,090
0.0% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
78
shares
|
$10,813
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
78
shares
|
$10,813
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
77
shares
|
$10,674
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
76
shares
|
$10,535
0.0% of portfolio
|
Q4 2022
Reduced 88.71%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
75
shares
|
$10,397
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
75
shares
|
$10,397
0.0% of portfolio
|
Q1 2022
Reduced 75.25%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
74
shares
|
$10,258
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
65
shares
|
$9,010
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
61
shares
|
$8,456
0.0% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
60
shares
|
$8,317
0.0% of portfolio
|
Q3 2024
Added 1.69%
|