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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
2,802
shares
|
$361,121
0.06% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
2,797
shares
|
$360,477
0.05% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2,791
shares
|
$359,704
0.08% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Kanawha Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
2,761
shares
|
$355,837
0.03% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
2,761
shares
|
$355,837
0.17% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
Leeward Investments, LLC Ma
|
Apr 28, 2025 Q1 2025 |
2,757
shares
|
$355,322
0.02% of portfolio
|
Q4 2024
Added 8.89%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
2,757
shares
|
$355,322
0.04% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
2,755
shares
|
$355,064
0.01% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
Villere St Denis J & CO LLC
|
Apr 24, 2025 Q1 2025 |
2,731
shares
|
$351,971
0.04% of portfolio
|
Q2 2024
Added 34.33%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,731
shares
|
$351,971
0.03% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
2,700
shares
|
$347,976
0.11% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
2,700
shares
|
$347,976
0.03% of portfolio
|
Q1 2025
Reduced 80.66%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
2,699
shares
|
$347,847
0.21% of portfolio
|
Q1 2025
Added 23.86%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
2,687
shares
|
$346,300
0.04% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
2,684
shares
|
$345,913
0.16% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
2,675
shares
|
$344,754
0.15% of portfolio
|
Q1 2025
Added 19.69%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
2,672
shares
|
$344,367
0.12% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
2,671
shares
|
$344,238
0.09% of portfolio
|
Q1 2025
Reduced 52.57%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
2,644
shares
|
$340,758
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
2,626
shares
|
$338,438
0.05% of portfolio
|
Q1 2024
Added 32.23%
|
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
2,619
shares
|
$337,536
0.03% of portfolio
|
Q1 2023
Reduced 38.33%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
2,613
shares
|
$336,763
0.19% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,609
shares
|
$336,247
0.0% of portfolio
|
Q1 2025
Added 84.12%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
2,597
shares
|
$334,701
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
2,586
shares
|
$333,283
0.02% of portfolio
|
Q1 2025
Reduced 0.81%
|