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 1,024 institutions that hold shares in the stock, with a total of 97.4 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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
11,183
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
11,126
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
11,017
shares
|
$1.38 Million
0.03% of portfolio
|
Q4 2024
Added 111.74%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
11,001
shares
|
$1.38 Million
0.71% of portfolio
|
Q2 2022
Reduced 4.58%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
10,875
shares
|
$1.36 Million
1.01% of portfolio
|
Q4 2024
Reduced 21.71%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
10,874
shares
|
$1.36 Million
0.2% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
10,835
shares
|
$1.36 Million
0.99% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
10,805
shares
|
$1.35 Million
1.81% of portfolio
|
Q4 2022
Reduced 33.61%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
10,801
shares
|
$1.35 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
10,785
shares
|
$1.35 Million
0.55% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
10,781
shares
|
$1.35 Million
0.8% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
10,544
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Added 30.95%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
10,424
shares
|
$1.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.15%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
10,384
shares
|
$1.3 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
10,376
shares
|
$1.3 Million
0.69% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
10,369
shares
|
$1.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
10,360
shares
|
$1.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
10,348
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
10,027
shares
|
$1.25 Million
0.12% of portfolio
|
Q4 2024
Added 31.55%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
9,893
shares
|
$1.24 Million
0.79% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
9,741
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
9,499
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
9,441
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
9,400
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
9,389
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Added 11.92%
|