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 |
|---|---|---|---|---|---|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
10,992
shares
|
$1.35 Million
0.19% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
10,805
shares
|
$1.33 Million
1.81% of portfolio
|
Q4 2022
Reduced 33.61%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
10,781
shares
|
$1.32 Million
0.82% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
10,778
shares
|
$1.32 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
10,730
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
10,730
shares
|
$1.32 Million
1.02% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
10,590
shares
|
$1.3 Million
0.03% of portfolio
|
Q1 2025
Added 171.19%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
10,582
shares
|
$1.3 Million
0.03% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
10,580
shares
|
$1.3 Million
0.02% of portfolio
|
Q1 2025
Added 70.65%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
10,565
shares
|
$1.3 Million
0.52% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
10,384
shares
|
$1.27 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
10,360
shares
|
$1.27 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
10,348
shares
|
$1.27 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
10,228
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Insight 2811, Inc.
Chicago, IL |
May 12, 2025 Q1 2025 |
10,215
shares
|
$1.25 Million
0.65% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
10,178
shares
|
$1.25 Million
0.02% of portfolio
|
Q1 2025
Added 14.6%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
10,152
shares
|
$1.25 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
9,894
shares
|
$1.21 Million
0.76% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
9,872
shares
|
$1.21 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
9,778
shares
|
$1.2 Million
0.24% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
9,750
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.5%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
9,748
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 26.96%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
9,733
shares
|
$1.19 Million
0.08% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
9,571
shares
|
$1.17 Million
0.88% of portfolio
|
Q1 2025
Reduced 18.01%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
9,492
shares
|
$1.17 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.07%
|