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 |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
1,821
shares
|
$234,690
0.01% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
1,820
shares
|
$234,561
0.04% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
1,818
shares
|
$234,303
0.06% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
1,810
shares
|
$233,272
0.0% of portfolio
|
Q1 2025
Reduced 38.83%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
1,807
shares
|
$232,886
0.04% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,800
shares
|
$231,984
0.01% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,799
shares
|
$231,855
0.02% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
1,797
shares
|
$231,597
0.01% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
1,795
shares
|
$231,339
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
1,788
shares
|
$230,437
0.05% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
1,784
shares
|
$229,921
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
1,783
shares
|
$229,793
0.01% of portfolio
|
Q1 2024
Reduced 2.99%
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
1,781
shares
|
$229,535
0.04% of portfolio
|
Q4 2023
Reduced 10.1%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,780
shares
|
$229,406
0.03% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,778
shares
|
$229,148
0.14% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
1,770
shares
|
$228,117
0.02% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
1,755
shares
|
$226,184
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
1,737
shares
|
$223,864
0.01% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,736
shares
|
$223,735
0.1% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
1,730
shares
|
$222,962
0.02% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
1,723
shares
|
$222,060
0.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
1,721
shares
|
$221,802
0.03% of portfolio
|
Q1 2025
Reduced 46.95%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,718
shares
|
$221,415
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
1,709
shares
|
$220,255
0.02% of portfolio
|
Q3 2024
Reduced 15.98%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,707
shares
|
$219,998
0.13% of portfolio
|
Q2 2022
Reduced 71.85%
|