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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,081
shares
|
$525,959
0.08% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
4,043
shares
|
$521,061
0.29% of portfolio
|
Q1 2023
Added 177.49%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
4,012
shares
|
$517,066
0.03% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
3,973
shares
|
$512,040
0.2% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
3,960
shares
|
$510,364
0.33% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
3,870
shares
|
$498,765
0.02% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
3,836
shares
|
$494,383
0.19% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
3,829
shares
|
$493,481
0.03% of portfolio
|
Q1 2024
Reduced 11.55%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,826
shares
|
$493,094
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,814
shares
|
$491,548
0.08% of portfolio
|
Q3 2022
Reduced 3.71%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
3,803
shares
|
$490,130
0.03% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
3,802
shares
|
$490,001
0.03% of portfolio
|
Q4 2023
Reduced 3.8%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
May 06, 2025 Q1 2025 |
3,800
shares
|
$489,744
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
3,773
shares
|
$486,264
0.0% of portfolio
|
Q1 2025
Reduced 12.07%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
3,763
shares
|
$484,975
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
3,761
shares
|
$484,717
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
3,761
shares
|
$484,717
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
3,730
shares
|
$480,722
0.03% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
3,719
shares
|
$479,304
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,702
shares
|
$477,113
0.17% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,697
shares
|
$476,469
0.04% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
3,690
shares
|
$475,567
0.06% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
3,680
shares
|
$474,278
0.0% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
3,662
shares
|
$471,958
0.33% of portfolio
|
Q3 2023
Reduced 10.05%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
3,655
shares
|
$471,056
0.01% of portfolio
|
Q1 2025
Reduced 85.36%
|