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 93.1 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
1,464
shares
|
$186,967
0.08% of portfolio
|
Q3 2024
Added 0.27%
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
1,437
shares
|
$183,519
0.15% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
1,430
shares
|
$182,625
0.0% of portfolio
|
Q4 2022
Reduced 2.85%
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,396
shares
|
$178,283
0.04% of portfolio
|
Q1 2024
Added 0.58%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,318
shares
|
$168,321
0.03% of portfolio
|
Q1 2024
Added 2765.22%
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,305
shares
|
$166,661
0.02% of portfolio
|
Q1 2017
Reduced 95.4%
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,295
shares
|
$165,384
0.0% of portfolio
|
Q4 2023
Added 67.96%
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,291
shares
|
$164,873
0.01% of portfolio
|
Q2 2024
New holding
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
1,283
shares
|
$163,851
0.01% of portfolio
|
Q3 2024
New holding
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,250
shares
|
$159,637
0.01% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,237
shares
|
$157,977
0.01% of portfolio
|
Q2 2024
Added 55.21%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,217
shares
|
$155,423
0.04% of portfolio
|
Q1 2022
Added 3.93%
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,217
shares
|
$155,423
0.04% of portfolio
|
Q1 2023
Added 349.08%
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
1,199
shares
|
$153,124
0.06% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1,174
shares
|
$149,931
0.03% of portfolio
|
Q3 2024
Reduced 26.63%
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
1,159
shares
|
$148,015
0.06% of portfolio
|
Q3 2024
Added 0.43%
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,149
shares
|
$146,738
0.01% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,127
shares
|
$143,929
0.01% of portfolio
|
Q3 2024
Added 0.45%
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,114
shares
|
$142,268
0.01% of portfolio
|
Q2 2023
Added 3.05%
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
1,108
shares
|
$141,502
0.09% of portfolio
|
Q1 2024
New holding
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,093
shares
|
$139,587
0.03% of portfolio
|
Q4 2023
Reduced 0.45%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,086
shares
|
$138,693
0.0% of portfolio
|
Q3 2024
Added 22.16%
|
|
Vaughan Nelson Investment Management, L.P.
|
Nov 06, 2024 Q3 2024 |
1,056
shares
|
$134,861
0.0% of portfolio
|
Q3 2024
Reduced 51.25%
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,044
shares
|
$133,329
0.03% of portfolio
|
Q2 2022
Reduced 4.04%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,019
shares
|
$130,136
0.01% of portfolio
|
Q1 2024
Reduced 7.7%
|