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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
3,644
shares
|
$469,638
0.12% of portfolio
|
Q2 2024
Reduced 15.78%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
3,582
shares
|
$461,648
0.45% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
3,573
shares
|
$460,488
0.03% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
3,565
shares
|
$459,457
0.24% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
3,562
shares
|
$459,070
0.07% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
3,558
shares
|
$458,555
0.02% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
3,556
shares
|
$458,297
0.27% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
3,545
shares
|
$456,879
0.13% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
3,528
shares
|
$454,688
0.02% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
3,517
shares
|
$453,270
0.07% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
3,512
shares
|
$452,626
0.1% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
3,510
shares
|
$452,368
0.01% of portfolio
|
Q1 2025
Added 27.54%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,499
shares
|
$450,951
0.01% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
3,469
shares
|
$447,084
0.06% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
3,441
shares
|
$443,476
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,433
shares
|
$442,445
0.06% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
3,400
shares
|
$438,192
0.2% of portfolio
|
Q1 2024
Reduced 11.04%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
3,394
shares
|
$437,418
0.2% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
3,380
shares
|
$435,614
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
3,365
shares
|
$433,681
0.08% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
3,355
shares
|
$432,392
1.29% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
3,349
shares
|
$431,619
0.02% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,314
shares
|
$427,108
0.04% of portfolio
|
Q1 2023
Added 0.09%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
3,302
shares
|
$425,561
0.01% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
3,285
shares
|
$423,370
0.13% of portfolio
|
Q1 2025
Added 0.31%
|