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 |
|---|---|---|---|---|---|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
1,614
shares
|
$205,090
0.06% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
1,602
shares
|
$203,566
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,600
shares
|
$203,312
0.0% of portfolio
|
Q4 2024
Reduced 38.46%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
1,599
shares
|
$203,184
0.01% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,598
shares
|
$203,057
0.03% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,594
shares
|
$202,549
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
1,592
shares
|
$202,295
0.01% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
1,590
shares
|
$202,041
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
1,566
shares
|
$198,991
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
1,546
shares
|
$196,450
0.0% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,510
shares
|
$191,875
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,488
shares
|
$189,080
0.0% of portfolio
|
Q3 2022
Added 194.07%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,482
shares
|
$188,317
0.0% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
1,452
shares
|
$184,505
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
1,430
shares
|
$181,710
0.0% of portfolio
|
Q4 2022
Reduced 2.85%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,417
shares
|
$180,058
0.0% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,396
shares
|
$177,389
0.04% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,318
shares
|
$167,478
0.03% of portfolio
|
Q1 2024
Added 2765.22%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
1,305
shares
|
$165,826
0.02% of portfolio
|
Q1 2017
Reduced 95.4%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,291
shares
|
$164,047
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,283
shares
|
$163,030
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
1,250
shares
|
$158,837
0.01% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,237
shares
|
$157,185
0.01% of portfolio
|
Q2 2024
Added 55.21%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,217
shares
|
$154,644
0.04% of portfolio
|
Q1 2022
Added 3.93%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,217
shares
|
$154,644
0.04% of portfolio
|
Q1 2023
Added 349.08%
|