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 |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
4,482
shares
|
$577,640
0.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
4,475
shares
|
$576,738
0.2% of portfolio
|
Q2 2024
Reduced 5.89%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
4,474
shares
|
$576,609
0.06% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
4,472
shares
|
$576,351
0.02% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
4,376
shares
|
$563,978
0.07% of portfolio
|
Q2 2018
Reduced 1.29%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
4,342
shares
|
$559,596
0.28% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,339
shares
|
$559,210
0.03% of portfolio
|
Q2 2022
Added 67.72%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
4,332
shares
|
$558,308
0.07% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
4,315
shares
|
$556,117
0.01% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
4,262
shares
|
$549,286
0.5% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
4,240
shares
|
$546,451
0.02% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
4,229
shares
|
$545,033
0.25% of portfolio
|
Q3 2021
Reduced 7.4%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
4,226
shares
|
$544,646
0.14% of portfolio
|
Q1 2025
Reduced 60.87%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
4,222
shares
|
$544,131
0.09% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
4,215
shares
|
$543,229
0.18% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
4,207
shares
|
$542,198
0.25% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
4,172
shares
|
$537,687
0.12% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
4,163
shares
|
$536,527
0.02% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
4,161
shares
|
$536,269
0.01% of portfolio
|
Q1 2025
Added 64.27%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
4,160
shares
|
$536,140
0.01% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
4,151
shares
|
$534,980
0.02% of portfolio
|
Q1 2025
Reduced 91.31%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
4,150
shares
|
$534,852
0.61% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
4,145
shares
|
$534,207
0.21% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,135
shares
|
$532,918
0.18% of portfolio
|
Q3 2021
Added 0.41%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
4,104
shares
|
$528,923
0.33% of portfolio
|
Q4 2024
Added 10.0%
|