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 97.6 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
8,323
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
8,121
shares
|
$1.05 Million
0.27% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
8,111
shares
|
$1.05 Million
0.06% of portfolio
|
Q1 2025
Added 218.58%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
8,111
shares
|
$1.05 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
8,107
shares
|
$1.04 Million
0.47% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
8,098
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
8,081
shares
|
$1.04 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
8,080
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 18.6%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
7,959
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
7,850
shares
|
$1.01 Million
0.34% of portfolio
|
Q2 2023
Reduced 1.94%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
7,780
shares
|
$1 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
7,748
shares
|
$998,562
0.04% of portfolio
|
Q1 2025
Reduced 33.98%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
7,688
shares
|
$990,829
0.03% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
7,667
shares
|
$988,122
0.01% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
7,644
shares
|
$985,158
0.07% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
7,536
shares
|
$971,239
0.11% of portfolio
|
Q2 2022
Reduced 11.72%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
7,532
shares
|
$970,724
0.46% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,509
shares
|
$967,759
0.01% of portfolio
|
Q2 2022
Reduced 7.11%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
7,494
shares
|
$965,826
0.05% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
7,449
shares
|
$960,027
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
7,445
shares
|
$959,511
0.07% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
7,431
shares
|
$957,707
0.03% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
7,346
shares
|
$946,752
1.11% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
7,326
shares
|
$944,174
0.04% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
7,268
shares
|
$936,699
0.09% of portfolio
|
Q1 2025
Added 39.39%
|