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 1,023 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 |
|---|---|---|---|---|---|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
9,400
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
9,389
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2024
Added 11.92%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,368
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
9,319
shares
|
$1.22 Million
0.06% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
9,260
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.21%
|
|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
9,060
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.11%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
9,018
shares
|
$1.18 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
9,013
shares
|
$1.18 Million
0.08% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
8,891
shares
|
$1.16 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
8,880
shares
|
$1.16 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
8,871
shares
|
$1.16 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
8,862
shares
|
$1.16 Million
0.66% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
8,734
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2024
Added 17.72%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
8,693
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
8,656
shares
|
$1.13 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,636
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
8,578
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2024
Reduced 0.92%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
8,542
shares
|
$1.11 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
8,520
shares
|
$1.11 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
May 14, 2025 Q1 2025 |
8,462
shares
|
$1.1 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,440
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
8,411
shares
|
$1.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
8,397
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
8,389
shares
|
$1.09 Million
0.57% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
8,382
shares
|
$1.09 Million
0.09% of portfolio
|
Q1 2025
New holding
|