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 97.4 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 |
|---|---|---|---|---|---|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
202,699
shares
|
$25.4 Million
8.42% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
182,813
shares
|
$22.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
181,789
shares
|
$22.7 Million
0.14% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
179,261
shares
|
$22.4 Million
7.29% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
174,552
shares
|
$21.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
168,928
shares
|
$21.1 Million
0.01% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
164,955
shares
|
$20.6 Million
0.3% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
163,698
shares
|
$20.5 Million
0.03% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
163,216
shares
|
$20.4 Million
2.71% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
161,250
shares
|
$20.2 Million
2.49% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
159,838
shares
|
$20 Million
0.49% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
157,105
shares
|
$19.7 Million
0.06% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
154,026
shares
|
$19.3 Million
0.0% of portfolio
|
Q4 2024
Added 41.98%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
151,668
shares
|
$19 Million
2.83% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
143,487
shares
|
$18 Million
0.05% of portfolio
|
Q4 2024
Added 16.31%
|
|
|
Bishop & CO Investment Management, LLC
|
Feb 11, 2025 Q4 2024 |
140,108
shares
|
$17.5 Million
6.91% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
135,852
shares
|
$17 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
134,658
shares
|
$16.8 Million
0.0% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
130,406
shares
|
$16.3 Million
0.08% of portfolio
|
Q4 2024
Added 38.57%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Feb 13, 2025 Q4 2024 |
129,993
shares
|
$16.3 Million
6.16% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Nuance Investments, LLC
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
128,916
shares
|
$16.1 Million
0.76% of portfolio
|
Q4 2024
Added 623.8%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
127,189
shares
|
$15.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Apr 01, 2025 Q1 2025 |
125,960
shares
|
$15.8 Million
10.13% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
124,759
shares
|
$15.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
117,363
shares
|
$14.7 Million
0.03% of portfolio
|
Q4 2024
Added 2.82%
|