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 97.4 Million shares, which have been reported (via 13F filing form) to have a value of $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hapanowicz & Associates Financial Services, Inc
|
Jan 31, 2025 Q4 2024 |
27,979
shares
|
$3.5 Million
1.83% of portfolio
|
Q4 2024
Reduced 72.73%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
27,930
shares
|
$3.49 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.56%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
27,828
shares
|
$3.48 Million
0.15% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
27,609
shares
|
$3.45 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
26,616
shares
|
$3.33 Million
0.51% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
26,127
shares
|
$3.27 Million
0.3% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
26,003
shares
|
$3.25 Million
0.4% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,875
shares
|
$3.24 Million
0.11% of portfolio
|
Q2 2020
Reduced 46.91%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
25,573
shares
|
$3.2 Million
0.34% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
25,563
shares
|
$3.2 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
24,962
shares
|
$3.12 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
24,924
shares
|
$3.12 Million
0.01% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
24,835
shares
|
$3.11 Million
0.15% of portfolio
|
Q4 2024
Added 48596.08%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
24,667
shares
|
$3.09 Million
0.86% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
24,602
shares
|
$3.08 Million
0.01% of portfolio
|
Q4 2024
Added 91.93%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
24,334
shares
|
$3.04 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
24,322
shares
|
$3.04 Million
0.19% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
24,299
shares
|
$3.04 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
23,930
shares
|
$2.99 Million
0.97% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
23,644
shares
|
$2.96 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
23,629
shares
|
$2.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
22,853
shares
|
$2.86 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Widmann Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
22,738
shares
|
$2.84 Million
2.28% of portfolio
|
Q4 2024
Added 51.82%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
22,592
shares
|
$2.83 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
22,531
shares
|
$2.82 Million
0.07% of portfolio
|
Q4 2024
Reduced 33.69%
|