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 $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
75
shares
|
$10,031
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
65
shares
|
$8,693
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
65
shares
|
$8,693
0.0% of portfolio
|
Q1 2025
Reduced 57.24%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
61
shares
|
$8,158
0.0% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
60
shares
|
$8,025
0.0% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
57
shares
|
$7,623
0.0% of portfolio
|
Q1 2025
Reduced 17.39%
|
|
|
Alaska Permanent Capital Management
|
May 01, 2025 Q1 2025 |
55
shares
|
$7,356
0.0% of portfolio
|
Q1 2025
Reduced 42.71%
|
|
|
Db Fitzpatrick & Co, Inc
|
Apr 21, 2025 Q1 2025 |
55
shares
|
$7,356
0.01% of portfolio
|
Q4 2023
Reduced 17.91%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
55
shares
|
$7,356
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
53
shares
|
$7,088
0.0% of portfolio
|
Q2 2025
Reduced 79.05%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
51
shares
|
$6,821
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
49
shares
|
$6,553
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
48
shares
|
$6,420
0.0% of portfolio
|
Q1 2025
Reduced 84.47%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
48
shares
|
$6,420
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
46
shares
|
$6,152
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
45
shares
|
$6,018
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
43
shares
|
$5,751
0.0% of portfolio
|
Q1 2025
Reduced 41.89%
|
|
|
Chelsea Counsel CO
|
May 21, 2025 Q1 2025 |
42
shares
|
$5,617
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
41
shares
|
$5,483
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
40
shares
|
$5,350
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
40
shares
|
$5,350
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
40
shares
|
$5,350
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
39
shares
|
$5,216
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
37
shares
|
$4,948
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
36
shares
|
$4,815
0.0% of portfolio
|
Q4 2024
Reduced 68.14%
|