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 |
|---|---|---|---|---|---|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,682
shares
|
$220,241
0.02% of portfolio
|
Q2 2023
Reduced 19.21%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,680
shares
|
$219,979
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
1,666
shares
|
$218,146
0.0% of portfolio
|
Q1 2024
Reduced 4.03%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
1,663
shares
|
$217,753
0.0% of portfolio
|
Q1 2024
Added 1.68%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
1,661
shares
|
$217,491
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
1,660
shares
|
$217,360
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,660
shares
|
$217,360
0.0% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
1,631
shares
|
$213,563
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
1,628
shares
|
$213,170
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
1,625
shares
|
$212,777
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
1,623
shares
|
$212,515
0.07% of portfolio
|
Q4 2023
Reduced 3.91%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,621
shares
|
$212,253
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,620
shares
|
$212,122
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
1,620
shares
|
$212,122
0.05% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
1,620
shares
|
$212,122
0.13% of portfolio
|
Q4 2019
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
1,615
shares
|
$211,468
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
1,596
shares
|
$208,980
0.01% of portfolio
|
Q3 2024
Reduced 23.67%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
1,590
shares
|
$208,194
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
1,579
shares
|
$206,754
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
1,566
shares
|
$205,052
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
1,524
shares
|
$199,552
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,520
shares
|
$199,028
0.0% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
1,520
shares
|
$199,028
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,490
shares
|
$195,100
0.04% of portfolio
|
Q1 2023
Reduced 99.06%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,488
shares
|
$194,838
0.0% of portfolio
|
Q3 2022
Added 194.07%
|