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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
1,179
shares
|
$149,815
0.03% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
1,164
shares
|
$147,909
0.05% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,149
shares
|
$146,003
0.01% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1,114
shares
|
$141,555
0.01% of portfolio
|
Q2 2023
Added 3.05%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,108
shares
|
$140,793
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
1,093
shares
|
$138,887
0.03% of portfolio
|
Q4 2023
Reduced 0.45%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
1,068
shares
|
$135,710
0.06% of portfolio
|
Q4 2024
Reduced 27.05%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,044
shares
|
$132,661
0.03% of portfolio
|
Q2 2022
Reduced 4.04%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
1,044
shares
|
$132,661
0.05% of portfolio
|
Q4 2024
Reduced 12.93%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
1,019
shares
|
$129,484
0.01% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,005
shares
|
$127,705
0.01% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
990
shares
|
$125,799
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
973
shares
|
$123,639
0.04% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
961
shares
|
$122,114
0.02% of portfolio
|
Q1 2020
Added 10.97%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
940
shares
|
$119,445
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
905
shares
|
$114,998
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
900
shares
|
$114,363
0.01% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Feb 13, 2025 Q4 2024 |
886
shares
|
$112,584
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
865
shares
|
$109,915
0.07% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
862
shares
|
$109,534
0.03% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
844
shares
|
$107,247
0.06% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
816
shares
|
$103,689
0.02% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
814
shares
|
$103,434
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
808
shares
|
$102,672
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
808
shares
|
$102,672
0.0% of portfolio
|
Q3 2017
Reduced 75.62%
|