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 923 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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
547,765
shares
|
$72.2 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
531,001
shares
|
$69.9 Million
0.36% of portfolio
|
Q2 2023
Reduced 95.91%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
491,056
shares
|
$64.7 Million
0.65% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Heritage Wealth Advisors
|
Aug 05, 2024 Q2 2024 |
480,649
shares
|
$63.3 Million
2.68% of portfolio
|
Q2 2024
Added 2.46%
|
|
|
Amg National Trust Bank
|
Jul 25, 2024 Q2 2024 |
361,994
shares
|
$47.7 Million
1.18% of portfolio
|
Q2 2024
Added 1.91%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
350,170
shares
|
$46.1 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
342,443
shares
|
$45.1 Million
1.5% of portfolio
|
Q2 2024
Reduced 13.64%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2024 Q2 2024 |
341,598
shares
|
$45 Million
1.18% of portfolio
|
Q2 2024
Added 139.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
320,443
shares
|
$42.2 Million
0.07% of portfolio
|
Q2 2024
Added 9.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
316,579
shares
|
$41.7 Million
0.04% of portfolio
|
Q2 2024
Added 3.42%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
300,124
shares
|
$39.5 Million
1.41% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
298,904
shares
|
$39.4 Million
5.71% of portfolio
|
Q3 2023
Reduced 4.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
291,327
shares
|
$38.4 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
284,573
shares
|
$37.5 Million
0.38% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
275,723
shares
|
$36.3 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
274,863
shares
|
$36.2 Million
1.33% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 14, 2024 Q2 2024 |
271,970
shares
|
$35.8 Million
4.3% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
249,347
shares
|
$32.8 Million
7.46% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 01, 2024 Q2 2024 |
236,919
shares
|
$31.2 Million
0.06% of portfolio
|
Q2 2024
Added 962.37%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 12, 2024 Q2 2024 |
233,692
shares
|
$30.8 Million
0.02% of portfolio
|
Q2 2024
Added 95.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
215,464
shares
|
$28.4 Million
0.06% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
204,308
shares
|
$26.9 Million
8.76% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Keybank National Association
|
Jul 31, 2024 Q2 2024 |
202,933
shares
|
$26.7 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Aug 07, 2024 Q2 2024 |
195,098
shares
|
$25.7 Million
2.38% of portfolio
|
Q2 2024
Added 9.02%
|
|
|
M&T Bank Corp
|
Jul 31, 2024 Q2 2024 |
195,081
shares
|
$25.7 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.96%
|