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 1,024 institutions that hold shares in the stock, with a total of 97.6 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,517
shares
|
$737,898
0.08% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,459
shares
|
$730,141
0.01% of portfolio
|
Q4 2022
Added 16.62%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
5,442
shares
|
$727,867
0.03% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
5,414
shares
|
$724,122
0.51% of portfolio
|
Q1 2025
Added 16.73%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
5,350
shares
|
$715,562
0.18% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
5,318
shares
|
$711,282
0.01% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
5,302
shares
|
$709,142
0.0% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
5,270
shares
|
$704,862
0.21% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
5,265
shares
|
$704,193
0.71% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,223
shares
|
$698,576
0.01% of portfolio
|
Q2 2024
Added 1.56%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
5,189
shares
|
$694,028
0.1% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
5,168
shares
|
$691,220
0.07% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
5,154
shares
|
$689,347
0.07% of portfolio
|
Q1 2025
Added 25.31%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
5,104
shares
|
$682,660
0.0% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
5,100
shares
|
$682,125
0.0% of portfolio
|
Q1 2025
Added 27.5%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
5,076
shares
|
$678,915
0.01% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
5,073
shares
|
$678,513
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
5,042
shares
|
$674,367
0.33% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
5,040
shares
|
$674,100
0.02% of portfolio
|
Q2 2020
Reduced 22.47%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
5,026
shares
|
$672,227
0.01% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
5,018
shares
|
$671,157
0.02% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
5,017
shares
|
$671,023
2.55% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
5,012
shares
|
$670,355
0.02% of portfolio
|
Q1 2025
Reduced 13.76%
|
|
|
Port Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,010
shares
|
$670,087
0.03% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,994
shares
|
$667,947
0.01% of portfolio
|
Q2 2025
Reduced 18.92%
|