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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
194
shares
|
$25,002
0.01% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
192
shares
|
$24,744
0.01% of portfolio
|
Q2 2023
Reduced 16.52%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
191
shares
|
$24,616
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
190
shares
|
$24,487
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
May 13, 2025 Q1 2025 |
190
shares
|
$24,487
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
189
shares
|
$24,358
0.0% of portfolio
|
Q2 2023
Added 45.38%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
185
shares
|
$23,842
0.0% of portfolio
|
Q1 2025
Reduced 28.85%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
182
shares
|
$23,456
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
181
shares
|
$23,327
0.0% of portfolio
|
Q3 2024
Reduced 58.96%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
177
shares
|
$22,811
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
176
shares
|
$22,682
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
164
shares
|
$21,136
0.02% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
162
shares
|
$20,878
0.0% of portfolio
|
Q1 2025
Reduced 29.87%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
158
shares
|
$20,363
0.0% of portfolio
|
Q1 2025
Reduced 82.44%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
154
shares
|
$19,847
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
150
shares
|
$19,332
0.01% of portfolio
|
Q4 2023
Reduced 31.51%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
148
shares
|
$19,074
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
144
shares
|
$18,558
0.0% of portfolio
|
Q2 2024
Added 92.0%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
139
shares
|
$17,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
136
shares
|
$17,527
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
135
shares
|
$17,398
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
133
shares
|
$17,141
0.0% of portfolio
|
Q1 2025
Added 14.66%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
129
shares
|
$16,625
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
128
shares
|
$16,496
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
127
shares
|
$16,367
0.01% of portfolio
|
Q4 2024
Added 0.79%
|