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 1,020 institutions that hold shares in the stock, with a total of 97.5 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
12,943,315
shares
|
$1.59 Billion
5.15% of portfolio
|
Q2 2023
Added 0.76%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
9,961,017
shares
|
$1.22 Billion
0.42% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,997,577
shares
|
$982 Million
0.07% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
4,355,252
shares
|
$535 Million
0.74% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,944,685
shares
|
$484 Million
2.1% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,789,786
shares
|
$465 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,743,377
shares
|
$459 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
3,381,633
shares
|
$415 Million
1.33% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,331,471
shares
|
$409 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
2,621,658
shares
|
$322 Million
5.56% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
2,257,427
shares
|
$277 Million
0.4% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
2,215,305
shares
|
$272 Million
1.81% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,710,860
shares
|
$210 Million
0.51% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,676,983
shares
|
$206 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,422,498
shares
|
$175 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,177,815
shares
|
$145 Million
9.66% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,161,640
shares
|
$143 Million
0.06% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,091,185
shares
|
$134 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
972,214
shares
|
$119 Million
3.45% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
931,100
shares
|
$114 Million
0.13% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
816,571
shares
|
$100 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Stephens Group Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
711,118
shares
|
$87.3 Million
7.21% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
702,523
shares
|
$86.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
693,998
shares
|
$85.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
692,365
shares
|
$85 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.82%
|