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 1,022 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 $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,028
shares
|
$765,977
0.03% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,989
shares
|
$761,022
0.19% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Stegner Investment Associates Inc.
|
Feb 06, 2025 Q4 2024 |
5,978
shares
|
$759,624
0.51% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,945
shares
|
$755,431
0.29% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jan 24, 2025 Q4 2024 |
5,868
shares
|
$745,646
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,814
shares
|
$738,784
0.08% of portfolio
|
Q2 2024
Added 4.12%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
5,812
shares
|
$738,530
0.02% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
5,733
shares
|
$728,492
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
5,724
shares
|
$727,348
0.01% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
5,723
shares
|
$727,221
0.29% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
5,718
shares
|
$726,586
0.1% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,689
shares
|
$722,901
0.17% of portfolio
|
Q4 2023
Reduced 0.35%
|
|
|
Port Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,681
shares
|
$721,884
0.04% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
5,653
shares
|
$718,326
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
5,653
shares
|
$718,326
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
5,631
shares
|
$715,531
0.2% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
5,584
shares
|
$709,558
0.1% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
5,565
shares
|
$707,144
0.33% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,467
shares
|
$694,691
0.01% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
5,461
shares
|
$693,929
0.11% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,459
shares
|
$693,675
0.01% of portfolio
|
Q4 2022
Added 16.62%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
5,369
shares
|
$682,238
0.33% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
5,363
shares
|
$681,476
0.08% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
5,362
shares
|
$681,349
0.0% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
5,309
shares
|
$674,614
0.01% of portfolio
|
Q4 2024
Added 12.67%
|