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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
51,446
shares
|
$6.78 Million
0.05% of portfolio
|
Q2 2024
Added 8.43%
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
51,039
shares
|
$6.72 Million
3.1% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Nuance Investments, LLC
Kansas City, MO |
Aug 07, 2024 Q2 2024 |
49,118
shares
|
$6.47 Million
0.2% of portfolio
|
Q2 2024
Reduced 16.84%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 17, 2024 Q2 2024 |
49,034
shares
|
$6.46 Million
1.16% of portfolio
|
Q2 2024
Added 32.26%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jul 24, 2024 Q2 2024 |
48,342
shares
|
$6.37 Million
4.84% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Powell Investment Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
47,194
shares
|
$6.22 Million
2.98% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 06, 2024 Q2 2024 |
47,102
shares
|
$6.2 Million
3.85% of portfolio
|
Q2 2024
Added 5.52%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
46,959
shares
|
$6.19 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
46,571
shares
|
$6.13 Million
0.46% of portfolio
|
Q2 2024
Added 59.82%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 13, 2024 Q2 2024 |
46,512
shares
|
$6.13 Million
0.65% of portfolio
|
Q2 2024
Reduced 1.97%
|
|
|
Forte Capital LLC
|
Aug 13, 2024 Q2 2024 |
45,141
shares
|
$5.95 Million
0.68% of portfolio
|
Q2 2024
Reduced 27.56%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
44,754
shares
|
$5.9 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
44,176
shares
|
$5.82 Million
1.17% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
43,737
shares
|
$5.76 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
43,315
shares
|
$5.71 Million
0.12% of portfolio
|
Q2 2024
Reduced 6.88%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 02, 2024 Q2 2024 |
42,288
shares
|
$5.57 Million
2.1% of portfolio
|
Q2 2024
Added 5.78%
|
|
|
Xml Financial, LLC
|
Jul 22, 2024 Q2 2024 |
42,251
shares
|
$5.57 Million
0.52% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
42,032
shares
|
$5.54 Million
0.49% of portfolio
|
Q3 2024
Added 76.43%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
40,638
shares
|
$5.35 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Aug 13, 2024 Q2 2024 |
38,764
shares
|
$5.11 Million
4.36% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
38,068
shares
|
$5.01 Million
0.21% of portfolio
|
Q2 2024
Added 678.65%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
37,446
shares
|
$4.93 Million
0.06% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
37,431
shares
|
$4.93 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Community Bank, N.A.
|
Aug 14, 2024 Q2 2024 |
37,303
shares
|
$4.91 Million
0.6% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
37,043
shares
|
$4.88 Million
0.02% of portfolio
|
Q3 2024
Added 1.4%
|