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 |
|---|---|---|---|---|---|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
34
shares
|
$4,381
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
31
shares
|
$3,995
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
30
shares
|
$3,866
0.0% of portfolio
|
Q3 2022
Reduced 86.05%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
28
shares
|
$3,608
0.0% of portfolio
|
Q4 2024
Added 86.67%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
27
shares
|
$3,479
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
25
shares
|
$3,222
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
22
shares
|
$2,835
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
20
shares
|
$2,577
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
19
shares
|
$2,448
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
18
shares
|
$2,319
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
15
shares
|
$1,933
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15
shares
|
$1,933
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
14
shares
|
$1,804
0.0% of portfolio
|
Q3 2023
Reduced 73.08%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
10
shares
|
$1,288
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
6
shares
|
$773
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
4
shares
|
$515
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
1
shares
|
$128
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
1
shares
|
$128
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
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
|