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 1,021 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 $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
5,300
shares
|
$682,216
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
5,275
shares
|
$678,998
0.02% of portfolio
|
Q4 2024
Added 175.89%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
5,252
shares
|
$676,037
0.22% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,223
shares
|
$672,304
0.01% of portfolio
|
Q2 2024
Added 1.56%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
5,222
shares
|
$672,175
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
5,214
shares
|
$671,146
0.06% of portfolio
|
Q4 2024
Added 183.06%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
5,168
shares
|
$665,224
0.07% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
5,145
shares
|
$662,264
0.24% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
5,122
shares
|
$659,303
0.08% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
5,085
shares
|
$654,541
0.6% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
5,073
shares
|
$652,996
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
5,042
shares
|
$649,006
0.34% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
5,040
shares
|
$648,748
0.02% of portfolio
|
Q2 2020
Reduced 22.47%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
5,038
shares
|
$648,491
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
5,017
shares
|
$645,788
2.55% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
4,985
shares
|
$641,669
0.02% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
4,967
shares
|
$639,352
0.09% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
4,964
shares
|
$638,966
0.13% of portfolio
|
Q4 2024
Reduced 15.51%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
4,923
shares
|
$633,688
0.04% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
4,895
shares
|
$630,084
0.03% of portfolio
|
Q4 2023
Reduced 2.28%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
4,888
shares
|
$629,183
0.01% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
4,885
shares
|
$628,797
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,859
shares
|
$625,450
0.05% of portfolio
|
Q2 2024
Added 2.12%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
4,847
shares
|
$623,905
0.03% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
4,842
shares
|
$623,262
0.04% of portfolio
|
Q4 2024
Reduced 6.05%
|