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 1,023 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 $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
3,645
shares
|
$456,025
0.03% of portfolio
|
Q4 2023
Reduced 14.92%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
3,644
shares
|
$455,900
0.12% of portfolio
|
Q2 2024
Reduced 15.78%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
3,610
shares
|
$451,647
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
3,588
shares
|
$448,894
0.11% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
3,573
shares
|
$447,018
0.03% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
3,541
shares
|
$443,014
0.04% of portfolio
|
Q2 2024
Added 108.91%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
3,532
shares
|
$441,888
0.13% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
3,517
shares
|
$440,011
0.09% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
3,500
shares
|
$437,885
0.07% of portfolio
|
Q2 2022
Reduced 14.78%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
3,489
shares
|
$436,508
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Feb 12, 2025 Q4 2024 |
3,478
shares
|
$435,132
0.21% of portfolio
|
Q4 2024
Reduced 73.77%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
3,441
shares
|
$430,503
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,431
shares
|
$429,252
0.06% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
3,400
shares
|
$425,374
0.21% of portfolio
|
Q1 2024
Reduced 11.04%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
3,380
shares
|
$422,871
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
3,356
shares
|
$419,869
0.01% of portfolio
|
Q4 2024
Reduced 9.42%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
3,349
shares
|
$418,993
0.03% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
3,343
shares
|
$418,242
0.01% of portfolio
|
Q4 2024
Added 26.82%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
3,343
shares
|
$418,242
0.96% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,314
shares
|
$414,614
0.04% of portfolio
|
Q1 2023
Added 0.09%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
3,275
shares
|
$409,735
0.13% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,274
shares
|
$409,610
0.1% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
3,264
shares
|
$408,359
0.02% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
3,263
shares
|
$408,233
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
3,257
shares
|
$407,483
0.13% of portfolio
|
Q1 2023
Reduced 4.27%
|