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 938 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 $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
531,001
shares
|
$69.5 Million
0.36% of portfolio
|
Q2 2023
Reduced 95.91%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
498,053
shares
|
$65.2 Million
3.2% of portfolio
|
Q2 2024
Added 2.46%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
484,151
shares
|
$63.4 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
432,798
shares
|
$56.7 Million
0.09% of portfolio
|
Q3 2024
Reduced 20.99%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
356,138
shares
|
$46.6 Million
1.27% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
352,376
shares
|
$46.1 Million
3.73% of portfolio
|
Q3 2024
Added 4142.94%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
338,213
shares
|
$44.3 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
318,079
shares
|
$41.6 Million
0.04% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
300,124
shares
|
$39.3 Million
1.41% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
298,904
shares
|
$39.1 Million
5.71% of portfolio
|
Q3 2023
Reduced 4.02%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
297,733
shares
|
$39 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
296,892
shares
|
$38.9 Million
0.4% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
289,553
shares
|
$37.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
272,775
shares
|
$35.7 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
264,247
shares
|
$34.6 Million
1.31% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
249,347
shares
|
$32.6 Million
7.46% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
235,949
shares
|
$30.9 Million
3.79% of portfolio
|
Q3 2024
Reduced 13.24%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
210,877
shares
|
$27.6 Million
2.62% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
210,146
shares
|
$27.5 Million
0.79% of portfolio
|
Q3 2024
Reduced 38.48%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
204,308
shares
|
$26.8 Million
8.76% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
203,222
shares
|
$26.6 Million
0.11% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
197,960
shares
|
$25.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
190,284
shares
|
$24.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
176,024
shares
|
$23 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
175,216
shares
|
$22.9 Million
6.87% of portfolio
|
Q3 2024
Reduced 4.0%
|