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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
2,195
shares
|
$282,891
0.11% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
2,193
shares
|
$282,633
0.01% of portfolio
|
Q1 2025
Added 47.98%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
2,170
shares
|
$279,669
0.07% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
2,162
shares
|
$278,638
0.06% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,155
shares
|
$277,736
0.02% of portfolio
|
Q2 2022
Reduced 2.88%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
2,150
shares
|
$277,092
0.1% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
May 08, 2025 Q1 2025 |
2,135
shares
|
$275,158
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,131
shares
|
$274,643
0.03% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
2,119
shares
|
$273,096
0.22% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
2,114
shares
|
$272,452
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
2,104
shares
|
$271,163
0.01% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
2,102
shares
|
$270,905
0.01% of portfolio
|
Q3 2024
Added 18.62%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
2,100
shares
|
$270,648
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
2,099
shares
|
$270,519
0.02% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,091
shares
|
$269,488
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
2,070
shares
|
$266,781
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
2,060
shares
|
$265,492
0.13% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,058
shares
|
$265,235
0.06% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
2,057
shares
|
$265,106
0.11% of portfolio
|
Q2 2024
Reduced 29.07%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
2,050
shares
|
$264,204
0.12% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
2,039
shares
|
$262,786
0.06% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
2,037
shares
|
$262,528
0.21% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
2,036
shares
|
$262,399
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
May 05, 2025 Q1 2025 |
2,035
shares
|
$262,270
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
2,028
shares
|
$261,368
0.12% of portfolio
|
Q4 2021
New holding
|