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 1,014 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 $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
18,083
shares
|
$2.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
17,825
shares
|
$2.37 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
17,532
shares
|
$2.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
17,143
shares
|
$2.28 Million
0.24% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
16,971
shares
|
$2.25 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
16,959
shares
|
$2.25 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
16,861
shares
|
$2.24 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
16,650
shares
|
$2.21 Million
0.0% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
16,644
shares
|
$2.21 Million
0.68% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
16,460
shares
|
$2.19 Million
0.08% of portfolio
|
Q4 2024
Reduced 57.52%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
16,372
shares
|
$2.17 Million
0.08% of portfolio
|
Q4 2024
Added 11.47%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
16,352
shares
|
$2.17 Million
0.2% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
16,305
shares
|
$2.16 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
16,289
shares
|
$2.16 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
16,161
shares
|
$2.15 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
16,133
shares
|
$2.14 Million
0.14% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
16,127
shares
|
$2.14 Million
0.09% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
16,103
shares
|
$2.14 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
16,054
shares
|
$2.13 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
16,017
shares
|
$2.13 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
16,011
shares
|
$2.13 Million
0.02% of portfolio
|
Q4 2024
Added 35.18%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
15,914
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
15,768
shares
|
$2.09 Million
0.05% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
15,536
shares
|
$2.06 Million
1.69% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
15,534
shares
|
$2.06 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.43%
|