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 1,022 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 $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
1,869
shares
|
$237,493
0.03% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,858
shares
|
$236,096
0.1% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
1,856
shares
|
$235,841
0.02% of portfolio
|
Q4 2024
Reduced 13.51%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Feb 12, 2025 Q4 2024 |
1,850
shares
|
$235,079
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,847
shares
|
$234,698
0.02% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
1,844
shares
|
$234,317
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
1,834
shares
|
$233,046
0.02% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
1,821
shares
|
$231,394
0.07% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,803
shares
|
$229,107
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
1,797
shares
|
$228,344
0.04% of portfolio
|
Q4 2022
Reduced 0.88%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
1,795
shares
|
$228,090
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
1,787
shares
|
$227,074
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
1,783
shares
|
$226,565
0.01% of portfolio
|
Q1 2024
Reduced 2.99%
|
|
|
Lathrop Investment Management Corp
|
Feb 14, 2025 Q4 2024 |
1,781
shares
|
$226,311
0.04% of portfolio
|
Q4 2023
Reduced 10.1%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
1,770
shares
|
$224,913
0.02% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Ndvr, Inc.
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,763
shares
|
$224,024
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
1,755
shares
|
$223,007
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
1,736
shares
|
$220,593
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
1,734
shares
|
$220,339
0.01% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
1,727
shares
|
$219,449
0.01% of portfolio
|
Q4 2024
Reduced 13.17%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
1,723
shares
|
$218,941
0.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,718
shares
|
$218,306
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
1,713
shares
|
$217,670
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
1,711
shares
|
$217,416
0.16% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
1,709
shares
|
$217,162
0.02% of portfolio
|
Q3 2024
Reduced 15.98%
|