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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
765
shares
|
$98,593
0.0% of portfolio
|
Q1 2025
Reduced 93.12%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
751
shares
|
$96,788
0.01% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
748
shares
|
$96,402
0.01% of portfolio
|
Q4 2023
Added 11.31%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
737
shares
|
$94,984
0.01% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
717
shares
|
$92,406
0.01% of portfolio
|
Q2 2023
Reduced 6.15%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
716
shares
|
$92,278
0.05% of portfolio
|
Q1 2022
Added 3.17%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
679
shares
|
$87,509
0.04% of portfolio
|
Q4 2023
Reduced 11.24%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
679
shares
|
$87,509
0.04% of portfolio
|
Q1 2025
Added 248.21%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
669
shares
|
$86,220
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
660
shares
|
$85,060
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
660
shares
|
$85,060
0.0% of portfolio
|
Q4 2023
Reduced 27.55%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
654
shares
|
$84,287
0.01% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
624
shares
|
$80,421
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
623
shares
|
$80,292
0.01% of portfolio
|
Q1 2025
Reduced 10.87%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
618
shares
|
$79,647
0.01% of portfolio
|
Q4 2024
Added 96.19%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
617
shares
|
$79,518
0.01% of portfolio
|
Q3 2022
Added 0.65%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
May 13, 2025 Q1 2025 |
615
shares
|
$79,261
0.0% of portfolio
|
Q1 2025
Added 129.48%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
612
shares
|
$78,874
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
611
shares
|
$78,745
0.01% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
599
shares
|
$77,199
0.02% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
596
shares
|
$76,812
0.03% of portfolio
|
Q2 2021
Reduced 9.15%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
587
shares
|
$75,652
0.03% of portfolio
|
Q1 2025
Reduced 37.55%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
581
shares
|
$74,879
0.03% of portfolio
|
Q1 2025
Reduced 79.48%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
572
shares
|
$73,719
0.02% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
558
shares
|
$71,915
0.01% of portfolio
|
Q1 2025
Reduced 5.26%
|