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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,707
shares
|
$216,908
0.13% of portfolio
|
Q2 2022
Reduced 71.85%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,702
shares
|
$216,273
0.03% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
1,702
shares
|
$216,273
0.6% of portfolio
|
Q2 2024
Reduced 12.58%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
1,701
shares
|
$216,146
0.06% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
1,695
shares
|
$215,383
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
1,693
shares
|
$215,129
0.07% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,682
shares
|
$213,731
0.02% of portfolio
|
Q2 2023
Reduced 19.21%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,682
shares
|
$213,731
0.02% of portfolio
|
Q2 2023
Reduced 19.21%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,680
shares
|
$213,477
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,670
shares
|
$212,206
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
1,666
shares
|
$211,698
0.0% of portfolio
|
Q1 2024
Reduced 4.03%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
1,666
shares
|
$211,698
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
1,665
shares
|
$211,571
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
1,663
shares
|
$211,317
0.03% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
1,663
shares
|
$211,317
0.0% of portfolio
|
Q1 2024
Added 1.68%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
1,661
shares
|
$211,063
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
1,660
shares
|
$210,936
0.0% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
1,642
shares
|
$208,648
0.19% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,634
shares
|
$207,632
0.0% of portfolio
|
Q4 2024
Added 50.46%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
1,631
shares
|
$207,251
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
1,623
shares
|
$206,234
0.07% of portfolio
|
Q4 2023
Reduced 3.91%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,622
shares
|
$206,107
0.19% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
1,620
shares
|
$205,853
0.05% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,620
shares
|
$205,853
0.13% of portfolio
|
Q4 2019
New holding
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
1,617
shares
|
$205,472
0.04% of portfolio
|
Q4 2024
Reduced 14.98%
|