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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
77,351
shares
|
$9.97 Million
0.28% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
76,368
shares
|
$9.84 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
76,249
shares
|
$9.83 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
75,123
shares
|
$9.68 Million
0.16% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
74,197
shares
|
$9.56 Million
0.58% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
72,932
shares
|
$9.4 Million
0.0% of portfolio
|
Q1 2025
Added 224.92%
|
|
|
West Hill Financial Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
71,119
shares
|
$9.17 Million
2.05% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
70,747
shares
|
$9.12 Million
1.41% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
70,528
shares
|
$9.09 Million
0.12% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
70,261
shares
|
$9.06 Million
0.04% of portfolio
|
Q1 2025
Reduced 46.12%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
68,905
shares
|
$8.88 Million
0.03% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
65,872
shares
|
$8.49 Million
0.05% of portfolio
|
Q1 2025
Reduced 16.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
64,704
shares
|
$8.34 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
62,389
shares
|
$8.04 Million
1.14% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
61,499
shares
|
$7.93 Million
0.16% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
60,379
shares
|
$7.78 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
59,958
shares
|
$7.73 Million
0.21% of portfolio
|
Q1 2024
Reduced 3.3%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
59,899
shares
|
$7.72 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
59,276
shares
|
$7.64 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
58,954
shares
|
$7.6 Million
0.02% of portfolio
|
Q3 2023
Reduced 22.36%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
58,148
shares
|
$7.49 Million
0.19% of portfolio
|
Q4 2023
Added 13.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
56,732
shares
|
$7.31 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
56,315
shares
|
$7.26 Million
0.25% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
56,076
shares
|
$7.23 Million
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
55,749
shares
|
$7.18 Million
0.17% of portfolio
|
Q1 2025
Reduced 9.71%
|