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 |
|---|---|---|---|---|---|
|
Lbj Family Wealth Advisors, Ltd.
|
Apr 01, 2025 Q1 2025 |
125,960
shares
|
$16.2 Million
10.13% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
119,408
shares
|
$15.4 Million
0.14% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
114,284
shares
|
$14.7 Million
5.16% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
113,747
shares
|
$14.7 Million
0.01% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
110,403
shares
|
$14.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
109,504
shares
|
$14.1 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
108,204
shares
|
$13.9 Million
0.41% of portfolio
|
Q4 2023
Reduced 6.28%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
107,508
shares
|
$13.9 Million
1.17% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
105,877
shares
|
$13.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
105,447
shares
|
$13.6 Million
0.06% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
105,354
shares
|
$13.6 Million
0.21% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
100,657
shares
|
$13 Million
0.19% of portfolio
|
Q4 2023
Reduced 17.76%
|
|
|
Nuance Investments, LLC
Kansas City, MO |
May 12, 2025 Q1 2025 |
97,008
shares
|
$12.5 Million
0.9% of portfolio
|
Q1 2025
Reduced 24.75%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
94,388
shares
|
$12.2 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
94,334
shares
|
$12.2 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
94,084
shares
|
$12.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
92,815
shares
|
$12 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
92,525
shares
|
$11.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
91,818
shares
|
$11.8 Million
1.76% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
91,742
shares
|
$11.8 Million
0.42% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
90,620
shares
|
$11.7 Million
3.79% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
85,939
shares
|
$11.1 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
85,641
shares
|
$11 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
83,614
shares
|
$10.8 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
78,832
shares
|
$10.2 Million
0.35% of portfolio
|
Q1 2025
Added 0.38%
|