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 |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
26
shares
|
$3,424
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
22
shares
|
$2,898
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Aug 13, 2024 Q2 2024 |
20
shares
|
$2,634
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
19
shares
|
$2,502
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 25, 2024 Q2 2024 |
19
shares
|
$2,502
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
19
shares
|
$2,502
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15
shares
|
$1,975
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
15
shares
|
$1,975
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
15
shares
|
$1,975
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
14
shares
|
$1,844
0.0% of portfolio
|
Q3 2023
Reduced 73.08%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Aug 08, 2024 Q2 2024 |
12
shares
|
$1,580
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
10
shares
|
$1,317
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 08, 2024 Q2 2024 |
9
shares
|
$1,185
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 09, 2024 Q2 2024 |
9
shares
|
$1,185
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jnba Financial Advisors
|
Jul 22, 2024 Q2 2024 |
8
shares
|
$1,053
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
6
shares
|
$790
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
4
shares
|
$526
0.0% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
4
shares
|
$526
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2023
Closed
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|