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 963 institutions that hold shares in the stock, with a total of 93.7 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 |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
14,167
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
14,115
shares
|
$1.89 Million
0.13% of portfolio
|
Q3 2024
Reduced 17.87%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
13,991
shares
|
$1.87 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
13,958
shares
|
$1.87 Million
0.15% of portfolio
|
Q4 2024
Reduced 75.27%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
13,891
shares
|
$1.86 Million
1.26% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
13,781
shares
|
$1.84 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Home Federal Bank Of Tennessee
|
Jan 24, 2025 Q4 2024 |
13,768
shares
|
$1.84 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
13,512
shares
|
$1.81 Million
0.03% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
13,469
shares
|
$1.8 Million
0.72% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
13,265
shares
|
$1.77 Million
0.12% of portfolio
|
Q3 2024
Added 27.05%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Aug 13, 2024 Q2 2024 |
13,262
shares
|
$1.77 Million
0.63% of portfolio
|
Q2 2024
Reduced 15.86%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
13,144
shares
|
$1.76 Million
1.17% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
13,118
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
13,034
shares
|
$1.74 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
13,003
shares
|
$1.74 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
12,981
shares
|
$1.74 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
12,930
shares
|
$1.73 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
12,565
shares
|
$1.68 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,542
shares
|
$1.68 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.12%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
12,468
shares
|
$1.67 Million
0.49% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,466
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2022
Added 55.48%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
12,398
shares
|
$1.66 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
12,216
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2024
Added 31.06%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
12,191
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Added 64.65%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
12,128
shares
|
$1.62 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.29%
|