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 |
|---|---|---|---|---|---|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,585
shares
|
$333,154
0.12% of portfolio
|
Q4 2023
Reduced 76.35%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,578
shares
|
$332,252
0.02% of portfolio
|
Q1 2025
Reduced 39.43%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
2,571
shares
|
$331,350
0.09% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
2,570
shares
|
$331,221
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
2,570
shares
|
$331,221
0.01% of portfolio
|
Q1 2025
Reduced 23.42%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
2,566
shares
|
$330,706
0.11% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
2,564
shares
|
$330,448
0.02% of portfolio
|
Q1 2025
Added 27.31%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
2,552
shares
|
$328,901
0.29% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
2,545
shares
|
$327,999
0.01% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
May 15, 2025 Q1 2025 |
2,541
shares
|
$327,484
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
2,533
shares
|
$326,453
0.02% of portfolio
|
Q4 2024
Added 86.94%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,528
shares
|
$325,808
0.01% of portfolio
|
Q4 2024
Added 34.25%
|
|
|
Cohen Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
2,518
shares
|
$324,519
0.06% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
2,514
shares
|
$324,004
0.03% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
2,508
shares
|
$323,231
0.02% of portfolio
|
Q1 2025
Reduced 10.56%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
2,504
shares
|
$322,715
0.01% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
2,500
shares
|
$322,200
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
2,500
shares
|
$322,200
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
2,500
shares
|
$322,200
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
2,487
shares
|
$320,524
0.09% of portfolio
|
Q2 2022
Reduced 0.12%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
2,476
shares
|
$319,106
0.06% of portfolio
|
Q1 2023
Reduced 0.84%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
2,467
shares
|
$317,946
0.1% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
2,465
shares
|
$317,689
0.1% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
2,458
shares
|
$316,787
0.01% of portfolio
|
Q4 2024
Added 42.16%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
2,448
shares
|
$315,498
0.02% of portfolio
|
Q1 2025
Added 2.09%
|