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 |
|---|---|---|---|---|---|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
266
shares
|
$33,970
0.01% of portfolio
|
Q2 2024
Reduced 66.96%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
263
shares
|
$33,587
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
260
shares
|
$33,204
0.0% of portfolio
|
Q3 2021
Reduced 14.19%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
259
shares
|
$33,076
0.01% of portfolio
|
Q1 2020
Added 123.28%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
254
shares
|
$32,438
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
250
shares
|
$31,927
0.0% of portfolio
|
Q2 2024
Reduced 38.42%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
249
shares
|
$31,799
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
249
shares
|
$31,799
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
248
shares
|
$31,672
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
248
shares
|
$31,672
0.0% of portfolio
|
Q3 2022
Reduced 51.18%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
247
shares
|
$31,544
0.02% of portfolio
|
Q2 2024
Reduced 84.51%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
243
shares
|
$31,033
0.0% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
240
shares
|
$30,650
0.04% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
240
shares
|
$30,650
0.01% of portfolio
|
Q2 2023
Reduced 35.14%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
232
shares
|
$29,628
0.01% of portfolio
|
Q3 2024
Added 110.91%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
225
shares
|
$28,734
0.0% of portfolio
|
Q1 2024
Added 36.36%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
223
shares
|
$28,479
0.01% of portfolio
|
Q2 2022
Reduced 3.14%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
221
shares
|
$28,223
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
220
shares
|
$28,096
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
214
shares
|
$27,329
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
207
shares
|
$26,435
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
203
shares
|
$25,925
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
203
shares
|
$25,925
0.0% of portfolio
|
Q3 2024
Added 48.18%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
200
shares
|
$25,542
0.01% of portfolio
|
Q2 2024
Reduced 96.66%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
200
shares
|
$25,542
0.01% of portfolio
|
Q4 2019
New holding
|