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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,594
shares
|
$205,434
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
1,590
shares
|
$204,919
0.0% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
1,589
shares
|
$204,790
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Apr 16, 2025 Q1 2025 |
1,550
shares
|
$199,764
0.0% of portfolio
|
Q1 2025
Added 152.03%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,488
shares
|
$191,773
0.0% of portfolio
|
Q3 2022
Added 194.07%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
1,471
shares
|
$189,582
0.05% of portfolio
|
Q1 2025
Reduced 30.51%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
1,458
shares
|
$187,907
0.15% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
1,430
shares
|
$184,298
0.0% of portfolio
|
Q4 2022
Reduced 2.85%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,400
shares
|
$180,432
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,396
shares
|
$179,916
0.03% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
1,369
shares
|
$176,436
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,340
shares
|
$172,699
0.05% of portfolio
|
Q1 2025
Reduced 46.49%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
1,320
shares
|
$170,121
0.11% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
1,318
shares
|
$169,863
0.01% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,318
shares
|
$169,863
0.03% of portfolio
|
Q1 2024
Added 2765.22%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
1,305
shares
|
$168,188
0.02% of portfolio
|
Q1 2017
Reduced 95.4%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,291
shares
|
$166,384
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
1,264
shares
|
$162,904
0.0% of portfolio
|
Q1 2025
Reduced 18.24%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,250
shares
|
$161,100
0.01% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,217
shares
|
$156,846
0.04% of portfolio
|
Q1 2022
Added 3.93%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,217
shares
|
$156,846
0.04% of portfolio
|
Q1 2023
Added 349.08%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
1,205
shares
|
$155,300
0.17% of portfolio
|
Q1 2025
Reduced 55.25%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
1,184
shares
|
$152,593
0.02% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
1,168
shares
|
$150,531
0.06% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
1,149
shares
|
$148,083
0.01% of portfolio
|
Q2 2024
Reduced 3.93%
|