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 957 institutions that hold shares in the stock, with a total of 93.6 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 |
---|---|---|---|---|---|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
5,040
shares
|
$673,948
0.02% of portfolio
|
Q2 2020
Reduced 22.47%
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
5,038
shares
|
$673,681
0.07% of portfolio
|
Q3 2024
New holding
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
5,021
shares
|
$671,408
0.07% of portfolio
|
Q3 2024
Added 1.45%
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
5,017
shares
|
$670,873
2.55% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
4,990
shares
|
$667,262
0.05% of portfolio
|
Q3 2024
Added 15.24%
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
4,985
shares
|
$666,594
0.02% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
4,966
shares
|
$664,053
0.01% of portfolio
|
Q3 2024
Added 33.53%
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
4,923
shares
|
$658,303
0.04% of portfolio
|
Q4 2024
Added 0.08%
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
4,895
shares
|
$654,559
0.03% of portfolio
|
Q4 2023
Reduced 2.28%
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
4,885
shares
|
$653,222
0.06% of portfolio
|
Q1 2024
New holding
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
4,859
shares
|
$649,745
0.05% of portfolio
|
Q2 2024
Added 2.12%
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,834
shares
|
$646,402
0.19% of portfolio
|
Q4 2024
New holding
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
4,804
shares
|
$642,390
0.05% of portfolio
|
Q2 2024
Added 7.74%
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
4,800
shares
|
$641,856
0.0% of portfolio
|
Q3 2024
New holding
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
4,776
shares
|
$638,646
0.14% of portfolio
|
Q2 2024
Reduced 12.29%
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
4,764
shares
|
$637,042
0.31% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
4,750
shares
|
$635,170
0.16% of portfolio
|
Q3 2022
New holding
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,728
shares
|
$632,228
0.03% of portfolio
|
Q3 2024
Reduced 21.34%
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
4,722
shares
|
$631,425
0.08% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
4,712
shares
|
$630,088
0.01% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,705
shares
|
$629,152
0.0% of portfolio
|
Q3 2024
New holding
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,703
shares
|
$628,885
0.01% of portfolio
|
Q3 2023
Added 3.66%
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
4,674
shares
|
$625,007
0.01% of portfolio
|
Q3 2024
Added 12.38%
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
4,638
shares
|
$620,193
0.47% of portfolio
|
Q4 2024
Added 222.76%
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,617
shares
|
$617,385
0.0% of portfolio
|
Q4 2022
Added 44.33%
|