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 923 institutions that hold shares in the stock, with a total of 95 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
36,438
shares
|
$4.8 Million
0.02% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Investment Partners, Ltd.
|
Aug 07, 2024 Q2 2024 |
35,835
shares
|
$4.72 Million
1.95% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
34,439
shares
|
$4.54 Million
0.02% of portfolio
|
Q2 2024
Added 3.15%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Aug 14, 2024 Q2 2024 |
33,711
shares
|
$4.44 Million
0.09% of portfolio
|
Q2 2024
Added 263.97%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
33,527
shares
|
$4.42 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.89%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
33,172
shares
|
$4.37 Million
1.41% of portfolio
|
Q4 2023
Reduced 4.29%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
33,157
shares
|
$4.37 Million
0.0% of portfolio
|
Q2 2024
Added 267.8%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
32,883
shares
|
$4.33 Million
0.06% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
32,457
shares
|
$4.28 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.26%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
32,004
shares
|
$4.22 Million
0.06% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 19, 2024 Q2 2024 |
31,942
shares
|
$4.21 Million
1.45% of portfolio
|
Q2 2024
Added 2.6%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
31,627
shares
|
$4.17 Million
0.14% of portfolio
|
Q1 2023
Reduced 3.49%
|
|
|
Regions Financial Corp
|
Jul 31, 2024 Q2 2024 |
31,287
shares
|
$4.12 Million
0.03% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
31,268
shares
|
$4.12 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2024 Q2 2024 |
31,214
shares
|
$4.11 Million
0.49% of portfolio
|
Q2 2024
Reduced 4.89%
|
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
30,884
shares
|
$4.07 Million
0.05% of portfolio
|
Q4 2023
Reduced 1.1%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2024 Q2 2024 |
30,708
shares
|
$4.05 Million
0.0% of portfolio
|
Q2 2023
Added 5.68%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
30,352
shares
|
$4 Million
0.39% of portfolio
|
Q3 2024
Reduced 62.09%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
30,000
shares
|
$3.95 Million
1.17% of portfolio
|
Q2 2022
Reduced 9.29%
|
|
|
Bridges Investment Management Inc
|
Aug 12, 2024 Q2 2024 |
29,646
shares
|
$3.91 Million
0.05% of portfolio
|
Q2 2024
Added 26.93%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
29,295
shares
|
$3.86 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
29,268
shares
|
$3.86 Million
0.04% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
28,748
shares
|
$3.79 Million
0.05% of portfolio
|
Q2 2024
Added 13.46%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Jul 29, 2024 Q2 2024 |
28,477
shares
|
$3.75 Million
1.29% of portfolio
|
Q1 2024
Reduced 4.3%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2024 Q2 2024 |
27,788
shares
|
$3.66 Million
0.16% of portfolio
|
Q2 2022
Added 0.15%
|