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 |
|---|---|---|---|---|---|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
619,916
shares
|
$76.1 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
548,633
shares
|
$67.3 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
531,001
shares
|
$65.2 Million
0.36% of portfolio
|
Q2 2023
Reduced 95.91%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
513,175
shares
|
$63 Million
3.38% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
470,228
shares
|
$57.7 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
429,707
shares
|
$52.7 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
423,388
shares
|
$52 Million
4.28% of portfolio
|
Q1 2025
Added 11.89%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Apr 29, 2025 Q1 2025 |
399,226
shares
|
$49 Million
5.64% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
353,733
shares
|
$43.4 Million
0.04% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
342,268
shares
|
$42 Million
1.21% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
335,803
shares
|
$41.2 Million
0.18% of portfolio
|
Q1 2025
Added 13.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
326,445
shares
|
$40.1 Million
0.08% of portfolio
|
Q1 2025
Added 11.32%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
307,338
shares
|
$37.7 Million
0.07% of portfolio
|
Q1 2025
Added 46.83%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
303,559
shares
|
$37.3 Million
1.38% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
298,904
shares
|
$36.7 Million
5.71% of portfolio
|
Q3 2023
Reduced 4.02%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
292,979
shares
|
$36 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
280,382
shares
|
$34.4 Million
0.06% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
269,033
shares
|
$33 Million
1.19% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
254,871
shares
|
$31.3 Million
7.33% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
249,589
shares
|
$30.6 Million
1.28% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
222,485
shares
|
$27.3 Million
0.04% of portfolio
|
Q1 2025
Added 35.91%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
221,746
shares
|
$27.2 Million
0.05% of portfolio
|
Q1 2025
Added 92.83%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
216,782
shares
|
$26.6 Million
3.19% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Lpwm LLC
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
211,974
shares
|
$26 Million
8.57% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
210,877
shares
|
$25.9 Million
2.62% of portfolio
|
Q3 2024
Added 8.09%
|