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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
570
shares
|
$72,429
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
556
shares
|
$70,650
0.01% of portfolio
|
Q1 2024
Added 4.91%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
541
shares
|
$68,744
0.03% of portfolio
|
Q4 2024
Added 49.45%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
540
shares
|
$68,617
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
524
shares
|
$66,584
0.02% of portfolio
|
Q4 2022
Added 25.06%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
520
shares
|
$66,076
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
517
shares
|
$65,695
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
516
shares
|
$65,568
0.03% of portfolio
|
Q4 2023
Reduced 42.09%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
516
shares
|
$65,568
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
516
shares
|
$65,568
0.02% of portfolio
|
Q2 2023
Added 8.63%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
513
shares
|
$65,186
0.01% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
502
shares
|
$63,789
0.0% of portfolio
|
Q4 2024
Added 17.56%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
496
shares
|
$63,026
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
494
shares
|
$62,772
0.0% of portfolio
|
Q3 2024
Reduced 33.69%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
475
shares
|
$60,358
0.04% of portfolio
|
Q2 2024
Reduced 4.04%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
466
shares
|
$59,214
0.01% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
465
shares
|
$59,087
0.02% of portfolio
|
Q3 2024
Added 5066.67%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
450
shares
|
$57,181
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
433
shares
|
$55,021
0.01% of portfolio
|
Q2 2023
Reduced 6.07%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
415
shares
|
$52,734
0.02% of portfolio
|
Q3 2024
Reduced 32.19%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
400
shares
|
$50,828
0.0% of portfolio
|
Q1 2023
Reduced 69.23%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
399
shares
|
$50,700
0.01% of portfolio
|
Q3 2024
Reduced 34.16%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
397
shares
|
$50,446
0.01% of portfolio
|
Q4 2022
Reduced 4.11%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
396
shares
|
$50,319
0.01% of portfolio
|
Q1 2024
Added 27.74%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
392
shares
|
$49,811
0.03% of portfolio
|
Q4 2024
Added 96.0%
|