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 |
|---|---|---|---|---|---|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
3,255
shares
|
$407,233
0.19% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
3,253
shares
|
$406,982
0.03% of portfolio
|
Q4 2024
Added 106.02%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,245
shares
|
$405,981
0.22% of portfolio
|
Q4 2022
Reduced 2.17%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
3,244
shares
|
$405,856
0.07% of portfolio
|
Q3 2024
Reduced 27.57%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,240
shares
|
$405,356
0.0% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
3,231
shares
|
$404,230
0.0% of portfolio
|
Q3 2023
Reduced 0.68%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
3,216
shares
|
$402,353
0.03% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
3,198
shares
|
$400,101
0.03% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,191
shares
|
$399,226
0.01% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
3,187
shares
|
$398,725
0.14% of portfolio
|
Q4 2024
Added 68.09%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,182
shares
|
$398,100
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
3,166
shares
|
$396,098
0.05% of portfolio
|
Q4 2024
Added 22.57%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,150
shares
|
$394,096
0.01% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
3,144
shares
|
$393,345
0.02% of portfolio
|
Q4 2024
Reduced 48.75%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
3,132
shares
|
$391,844
0.02% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
3,115
shares
|
$389,717
0.53% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
3,109
shares
|
$388,966
0.02% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
3,100
shares
|
$387,841
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
3,099
shares
|
$387,715
0.14% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
3,089
shares
|
$386,464
0.1% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,079
shares
|
$385,213
0.12% of portfolio
|
Q2 2022
Added 26.76%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
3,059
shares
|
$382,711
0.21% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
3,021
shares
|
$377,957
0.04% of portfolio
|
Q3 2024
Reduced 16.45%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
3,018
shares
|
$377,581
0.0% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
3,017
shares
|
$377,456
0.01% of portfolio
|
Q4 2024
Added 8.72%
|