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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
7,253
shares
|
$934,766
0.08% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
7,177
shares
|
$924,971
0.68% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
7,163
shares
|
$923,167
0.48% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
7,127
shares
|
$918,527
0.43% of portfolio
|
Q1 2025
Added 32.74%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
7,107
shares
|
$915,950
0.35% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
7,095
shares
|
$914,403
0.34% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
7,076
shares
|
$911,954
0.18% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
6,955
shares
|
$896,360
0.09% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
6,909
shares
|
$890,431
0.02% of portfolio
|
Q4 2022
Reduced 1.43%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
6,889
shares
|
$887,854
0.06% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
6,884
shares
|
$887,209
0.06% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
6,825
shares
|
$879,606
0.55% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
6,815
shares
|
$878,317
0.06% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
6,776
shares
|
$873,290
0.24% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
6,770
shares
|
$872,517
0.07% of portfolio
|
Q1 2025
Reduced 12.04%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
6,684
shares
|
$861,433
0.03% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
6,649
shares
|
$856,923
0.24% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,577
shares
|
$847,643
0.07% of portfolio
|
Q1 2025
Added 109516.67%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
May 29, 2025 Q1 2025 |
6,544
shares
|
$843,390
0.48% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
6,445
shares
|
$830,631
0.06% of portfolio
|
Q1 2025
Reduced 25.83%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
6,440
shares
|
$829,987
0.12% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
6,411
shares
|
$826,249
0.09% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
6,373
shares
|
$821,352
0.32% of portfolio
|
Q1 2025
Added 11.36%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
6,316
shares
|
$814,006
0.02% of portfolio
|
Q1 2025
Added 62.66%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
6,240
shares
|
$804,211
0.03% of portfolio
|
Q1 2025
Reduced 1.14%
|