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 1,017 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 |
|---|---|---|---|---|---|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
19
shares
|
$2,543
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
18
shares
|
$2,409
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
15
shares
|
$2,007
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15
shares
|
$2,007
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
14
shares
|
$1,874
0.0% of portfolio
|
Q3 2023
Reduced 73.08%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
10
shares
|
$1,338
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
9
shares
|
$1,204
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
6
shares
|
$803
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
6
shares
|
$803
0.08% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
4
shares
|
$535
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2023
Closed
|