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 |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
126
shares
|
$16,238
0.01% of portfolio
|
Q4 2022
Reduced 62.61%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
121
shares
|
$15,594
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
120
shares
|
$15,465
0.01% of portfolio
|
Q4 2024
Reduced 38.78%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
120
shares
|
$15,465
0.0% of portfolio
|
Q1 2025
Added 87.5%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
119
shares
|
$15,336
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
119
shares
|
$15,336
0.01% of portfolio
|
Q4 2023
Reduced 39.9%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
117
shares
|
$15,078
0.0% of portfolio
|
Q2 2023
Reduced 53.94%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
113
shares
|
$14,563
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
111
shares
|
$14,305
0.0% of portfolio
|
Q2 2024
Reduced 72.99%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
110
shares
|
$14,176
0.0% of portfolio
|
Q3 2019
Reduced 45.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
109
shares
|
$14,047
0.01% of portfolio
|
Q1 2023
Added 808.33%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
107
shares
|
$13,790
0.0% of portfolio
|
Q4 2024
Reduced 86.35%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
103
shares
|
$13,274
0.01% of portfolio
|
Q3 2024
Reduced 23.13%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
100
shares
|
$12,888
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
96
shares
|
$12,372
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
96
shares
|
$12,372
0.0% of portfolio
|
Q3 2021
Reduced 48.66%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
95
shares
|
$12,243
0.0% of portfolio
|
Q4 2023
Added 1.06%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
94
shares
|
$12,114
0.0% of portfolio
|
Q4 2024
Reduced 40.88%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
90
shares
|
$11,599
0.01% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
87
shares
|
$11,212
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
80
shares
|
$10,310
0.0% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
79
shares
|
$10,181
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
78
shares
|
$10,052
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
78
shares
|
$10,052
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
77
shares
|
$9,923
0.01% of portfolio
|
Q1 2024
New holding
|