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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
450
shares
|
$58,923
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
440
shares
|
$57,613
0.0% of portfolio
|
Q3 2024
Reduced 90.76%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
433
shares
|
$56,697
0.01% of portfolio
|
Q2 2023
Reduced 6.07%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
427
shares
|
$55,911
0.0% of portfolio
|
Q3 2024
Added 1086.11%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
420
shares
|
$54,994
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
415
shares
|
$54,340
0.02% of portfolio
|
Q3 2024
Reduced 32.19%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
400
shares
|
$52,376
0.0% of portfolio
|
Q1 2023
Reduced 69.23%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
399
shares
|
$52,245
0.01% of portfolio
|
Q3 2024
Reduced 34.16%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
397
shares
|
$51,983
0.01% of portfolio
|
Q4 2022
Reduced 4.11%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
396
shares
|
$51,852
0.01% of portfolio
|
Q1 2024
Added 27.74%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
391
shares
|
$51,197
0.02% of portfolio
|
Q2 2024
Reduced 46.44%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
387
shares
|
$50,673
0.01% of portfolio
|
Q3 2024
Reduced 40.55%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
375
shares
|
$49,102
0.0% of portfolio
|
Q1 2023
Reduced 60.65%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
375
shares
|
$49,102
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
362
shares
|
$47,400
0.02% of portfolio
|
Q1 2023
Reduced 12.14%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
350
shares
|
$45,829
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
335
shares
|
$43,864
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
315
shares
|
$41,246
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
310
shares
|
$40,591
0.01% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
293
shares
|
$38,365
0.03% of portfolio
|
Q2 2023
Added 128.91%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
290
shares
|
$37,972
0.01% of portfolio
|
Q3 2024
Reduced 19.89%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
284
shares
|
$37,186
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
280
shares
|
$36,663
0.03% of portfolio
|
Q3 2023
Reduced 17.65%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
271
shares
|
$35,484
0.0% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
270
shares
|
$35,353
0.04% of portfolio
|
Q1 2023
Reduced 75.57%
|