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 1,014 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 $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
375
shares
|
$49,781
0.0% of portfolio
|
Q1 2023
Reduced 60.65%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
350
shares
|
$46,462
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
341
shares
|
$45,267
0.0% of portfolio
|
Q4 2024
Reduced 80.14%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
339
shares
|
$45,002
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
335
shares
|
$44,471
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
329
shares
|
$43,674
0.0% of portfolio
|
Q4 2024
Added 31.6%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
319
shares
|
$42,347
0.0% of portfolio
|
Q4 2024
Added 81.25%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
309
shares
|
$41,019
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
303
shares
|
$40,223
0.01% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
293
shares
|
$38,895
0.04% of portfolio
|
Q2 2023
Added 128.91%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
284
shares
|
$37,701
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
279
shares
|
$37,037
0.03% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
272
shares
|
$36,108
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
270
shares
|
$35,842
0.04% of portfolio
|
Q1 2023
Reduced 75.57%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Feb 12, 2025 Q4 2024 |
268
shares
|
$35,577
0.0% of portfolio
|
Q4 2024
Added 405.66%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
266
shares
|
$35,311
0.01% of portfolio
|
Q2 2024
Reduced 66.96%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
266
shares
|
$35,311
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
263
shares
|
$34,913
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
260
shares
|
$34,515
0.0% of portfolio
|
Q3 2021
Reduced 14.19%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
259
shares
|
$34,382
0.01% of portfolio
|
Q1 2020
Added 123.28%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
254
shares
|
$33,718
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
253
shares
|
$33,585
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
249
shares
|
$33,054
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
249
shares
|
$33,054
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
248
shares
|
$32,922
0.01% of portfolio
|
Q4 2018
New holding
|