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 |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
18,818
shares
|
$2.31 Million
0.03% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
18,738
shares
|
$2.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 65.75%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
18,453
shares
|
$2.27 Million
0.18% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
18,383
shares
|
$2.26 Million
0.0% of portfolio
|
Q2 2024
Added 7.11%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
18,290
shares
|
$2.25 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
18,185
shares
|
$2.23 Million
0.15% of portfolio
|
Q1 2025
Added 12.72%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
18,147
shares
|
$2.23 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
18,083
shares
|
$2.22 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
17,985
shares
|
$2.21 Million
0.25% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
17,905
shares
|
$2.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
17,804
shares
|
$2.19 Million
0.0% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
17,597
shares
|
$2.16 Million
0.23% of portfolio
|
Q1 2025
Added 55.44%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
17,570
shares
|
$2.16 Million
0.03% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
17,494
shares
|
$2.15 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
16,981
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.13%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
16,714
shares
|
$2.05 Million
0.2% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
16,713
shares
|
$2.05 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
16,644
shares
|
$2.04 Million
0.68% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
16,495
shares
|
$2.02 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
16,337
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
16,240
shares
|
$1.99 Million
1.42% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
16,161
shares
|
$1.98 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
16,061
shares
|
$1.97 Million
0.01% of portfolio
|
Q1 2025
Added 10.93%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
15,927
shares
|
$1.96 Million
0.59% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
15,768
shares
|
$1.94 Million
0.05% of portfolio
|
Q4 2024
Added 10.71%
|