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 |
|---|---|---|---|---|---|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
1,706
shares
|
$219,869
0.08% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Apr 21, 2025 Q1 2025 |
1,705
shares
|
$219,740
0.13% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
1,704
shares
|
$219,611
0.06% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
1,702
shares
|
$219,353
0.6% of portfolio
|
Q2 2024
Reduced 12.58%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
1,697
shares
|
$218,709
0.01% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,682
shares
|
$216,776
0.02% of portfolio
|
Q2 2023
Reduced 19.21%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,682
shares
|
$216,776
0.02% of portfolio
|
Q2 2023
Reduced 19.21%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,680
shares
|
$216,518
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
1,669
shares
|
$215,100
0.03% of portfolio
|
Q1 2025
Reduced 19.14%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
1,668
shares
|
$214,971
0.06% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
1,666
shares
|
$214,714
0.0% of portfolio
|
Q1 2024
Reduced 4.03%
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
1,665
shares
|
$214,585
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
1,663
shares
|
$214,327
0.03% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
1,663
shares
|
$214,327
0.0% of portfolio
|
Q1 2024
Added 1.68%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,662
shares
|
$214,198
0.04% of portfolio
|
Q1 2025
Reduced 52.74%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
1,661
shares
|
$214,069
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,653
shares
|
$213,038
0.0% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
1,623
shares
|
$209,172
0.07% of portfolio
|
Q4 2023
Reduced 3.91%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,622
shares
|
$209,043
0.19% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
1,620
shares
|
$208,785
0.05% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,620
shares
|
$208,785
0.13% of portfolio
|
Q4 2019
New holding
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
1,607
shares
|
$207,110
0.01% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
1,600
shares
|
$206,208
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,597
shares
|
$205,821
0.09% of portfolio
|
Q1 2025
Reduced 17.55%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
1,596
shares
|
$205,692
0.01% of portfolio
|
Q1 2025
New holding
|