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 |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
1,114
shares
|
$143,572
0.01% of portfolio
|
Q2 2023
Added 3.05%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
1,108
shares
|
$142,799
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
1,093
shares
|
$140,865
0.03% of portfolio
|
Q4 2023
Reduced 0.45%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,067
shares
|
$137,514
0.0% of portfolio
|
Q1 2025
Reduced 34.7%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,044
shares
|
$134,550
0.03% of portfolio
|
Q2 2022
Reduced 4.04%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
1,039
shares
|
$133,906
0.05% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
1,037
shares
|
$133,648
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
999
shares
|
$128,751
0.05% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
990
shares
|
$127,591
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
978
shares
|
$126,044
0.0% of portfolio
|
Q1 2025
Added 94.82%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
973
shares
|
$125,400
0.04% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
961
shares
|
$123,853
0.02% of portfolio
|
Q1 2020
Added 10.97%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
961
shares
|
$123,853
0.06% of portfolio
|
Q1 2025
Added 20.43%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
905
shares
|
$116,636
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
886
shares
|
$114,187
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
862
shares
|
$111,094
0.03% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
836
shares
|
$107,743
0.07% of portfolio
|
Q1 2025
Reduced 87.18%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
831
shares
|
$107,099
0.01% of portfolio
|
Q1 2025
Reduced 18.45%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
823
shares
|
$106,068
0.06% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
816
shares
|
$105,166
0.02% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
814
shares
|
$104,908
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
808
shares
|
$104,135
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
808
shares
|
$104,135
0.0% of portfolio
|
Q3 2017
Reduced 75.62%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
785
shares
|
$101,170
0.01% of portfolio
|
Q3 2023
Added 42.99%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
784
shares
|
$101,041
0.04% of portfolio
|
Q2 2024
Reduced 1.26%
|