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 |
|---|---|---|---|---|---|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
15,536
shares
|
$1.91 Million
1.7% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
15,358
shares
|
$1.89 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
15,347
shares
|
$1.88 Million
0.2% of portfolio
|
Q4 2023
Added 2.36%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
15,304
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
15,170
shares
|
$1.86 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
15,127
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
14,945
shares
|
$1.83 Million
0.01% of portfolio
|
Q1 2025
Added 14.78%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
14,764
shares
|
$1.81 Million
0.16% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
14,561
shares
|
$1.79 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
14,474
shares
|
$1.78 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Berkshire Bank
|
Apr 17, 2025 Q1 2025 |
14,467
shares
|
$1.78 Million
0.45% of portfolio
|
Q1 2025
Added 19.29%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
14,316
shares
|
$1.76 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
14,149
shares
|
$1.74 Million
0.1% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Trade Link Capital LLC
Chicago, IL |
May 08, 2025 Q1 2025 |
14,100
shares
|
$1.73 Million
10.97% of portfolio
|
Q1 2025
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
13,997
shares
|
$1.72 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
13,906
shares
|
$1.71 Million
0.75% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
13,854
shares
|
$1.7 Million
0.14% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
13,781
shares
|
$1.69 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
13,722
shares
|
$1.68 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.84%
|
|
|
Home Federal Bank Of Tennessee
|
Apr 15, 2025 Q1 2025 |
13,620
shares
|
$1.67 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
13,392
shares
|
$1.64 Million
0.06% of portfolio
|
Q1 2025
Reduced 18.2%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
13,005
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
12,963
shares
|
$1.59 Million
0.02% of portfolio
|
Q1 2025
Reduced 76.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,907
shares
|
$1.58 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
12,779
shares
|
$1.57 Million
0.07% of portfolio
|
Q1 2025
Added 23.24%
|