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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
108,204
shares
|
$15 Million
0.41% of portfolio
|
Q4 2023
Reduced 6.28%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
106,291
shares
|
$14.7 Million
0.06% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
105,533
shares
|
$14.6 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
103,661
shares
|
$14.4 Million
1.32% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
102,881
shares
|
$14.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Oct 30, 2024 Q3 2024 |
102,608
shares
|
$14.2 Million
6.88% of portfolio
|
Q3 2024
Reduced 39.92%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
101,087
shares
|
$14 Million
0.01% of portfolio
|
Q3 2024
Reduced 56.74%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
100,657
shares
|
$14 Million
0.19% of portfolio
|
Q4 2023
Reduced 17.76%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
99,486
shares
|
$13.8 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
97,626
shares
|
$13.5 Million
0.21% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
97,268
shares
|
$13.5 Million
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
97,054
shares
|
$13.5 Million
0.2% of portfolio
|
Q3 2024
Added 10.5%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
96,052
shares
|
$13.3 Million
0.13% of portfolio
|
Q3 2024
Added 14.95%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
94,110
shares
|
$13 Million
0.06% of portfolio
|
Q3 2024
Reduced 49.85%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
93,902
shares
|
$13 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
92,642
shares
|
$12.8 Million
0.97% of portfolio
|
Q3 2024
Added 38.81%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
92,226
shares
|
$12.8 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
90,620
shares
|
$12.6 Million
3.79% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
88,451
shares
|
$12.3 Million
0.1% of portfolio
|
Q3 2024
Added 33.66%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
88,027
shares
|
$12.2 Million
1.89% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
81,912
shares
|
$11.4 Million
0.64% of portfolio
|
Q3 2024
Reduced 96.43%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
80,455
shares
|
$11.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 34.1%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
80,042
shares
|
$11.1 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
79,670
shares
|
$11 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
76,099
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2024
Added 1.99%
|