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 |
|---|---|---|---|---|---|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
202,402
shares
|
$26.1 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
178,596
shares
|
$23 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
177,484
shares
|
$22.9 Million
0.0% of portfolio
|
Q1 2025
Added 31.8%
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
176,163
shares
|
$22.7 Million
7.32% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
175,806
shares
|
$22.7 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
175,720
shares
|
$22.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
172,019
shares
|
$22.2 Million
0.36% of portfolio
|
Q1 2025
Reduced 40.46%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
169,866
shares
|
$21.9 Million
0.3% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
169,337
shares
|
$21.8 Million
2.87% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
168,928
shares
|
$21.8 Million
0.01% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
167,571
shares
|
$21.6 Million
0.05% of portfolio
|
Q4 2024
Added 15.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
167,464
shares
|
$21.6 Million
0.06% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
167,407
shares
|
$21.6 Million
2.58% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
163,875
shares
|
$21.1 Million
0.51% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
155,825
shares
|
$20.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 99.21%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
151,190
shares
|
$19.5 Million
3.55% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
148,078
shares
|
$19.1 Million
0.05% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Bishop & CO Investment Management, LLC
|
May 07, 2025 Q1 2025 |
140,040
shares
|
$18 Million
6.82% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
134,123
shares
|
$17.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
133,075
shares
|
$17.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
131,677
shares
|
$17 Million
0.02% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
May 15, 2025 Q1 2025 |
130,936
shares
|
$16.9 Million
6.42% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
130,529
shares
|
$16.8 Million
0.06% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
129,967
shares
|
$16.8 Million
0.54% of portfolio
|
Q1 2025
Reduced 73.92%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
127,894
shares
|
$16.5 Million
3.52% of portfolio
|
Q1 2025
New holding
|