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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
12,747
shares
|
$1.56 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
12,697
shares
|
$1.56 Million
0.78% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
12,628
shares
|
$1.55 Million
0.28% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
12,560
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
12,530
shares
|
$1.54 Million
0.04% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,466
shares
|
$1.53 Million
0.03% of portfolio
|
Q3 2022
Added 55.48%
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
12,388
shares
|
$1.52 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
12,073
shares
|
$1.48 Million
0.17% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
12,069
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
12,029
shares
|
$1.48 Million
1.05% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,021
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
11,926
shares
|
$1.46 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
11,604
shares
|
$1.42 Million
0.16% of portfolio
|
Q2 2021
Closed
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
11,578
shares
|
$1.42 Million
0.03% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
11,511
shares
|
$1.41 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
11,474
shares
|
$1.41 Million
0.87% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
11,470
shares
|
$1.41 Million
0.45% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
11,407
shares
|
$1.4 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
11,371
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
11,295
shares
|
$1.39 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
11,263
shares
|
$1.38 Million
0.08% of portfolio
|
Q3 2022
Reduced 2.14%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
11,236
shares
|
$1.38 Million
0.03% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
11,066
shares
|
$1.36 Million
0.26% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
11,058
shares
|
$1.36 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
11,001
shares
|
$1.35 Million
0.71% of portfolio
|
Q2 2022
Reduced 4.58%
|