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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,368
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
9,211
shares
|
$1.15 Million
0.49% of portfolio
|
Q3 2024
Reduced 24.48%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
9,161
shares
|
$1.15 Million
0.06% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
9,031
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
9,023
shares
|
$1.13 Million
0.12% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
9,019
shares
|
$1.13 Million
0.06% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
8,881
shares
|
$1.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.12%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
8,860
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
8,845
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
8,839
shares
|
$1.11 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
8,791
shares
|
$1.1 Million
0.3% of portfolio
|
Q4 2024
Added 19.18%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
8,734
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2024
Added 17.72%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
8,719
shares
|
$1.09 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
8,693
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
8,689
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2024
Added 15.81%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
8,642
shares
|
$1.08 Million
1.23% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,636
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
8,623
shares
|
$1.08 Million
0.11% of portfolio
|
Q4 2024
Added 34.67%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
8,578
shares
|
$1.07 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.92%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
8,545
shares
|
$1.07 Million
1.09% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
8,417
shares
|
$1.05 Million
0.07% of portfolio
|
Q4 2024
Reduced 19.39%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
8,411
shares
|
$1.05 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
8,286
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
8,231
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
8,198
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Added 10.08%
|