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 |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
4,482
shares
|
$599,467
0.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
4,475
shares
|
$598,531
0.2% of portfolio
|
Q2 2024
Reduced 5.89%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
4,472
shares
|
$598,130
0.02% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
4,376
shares
|
$585,290
0.07% of portfolio
|
Q2 2018
Reduced 1.29%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
4,342
shares
|
$580,742
0.28% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,339
shares
|
$580,341
0.03% of portfolio
|
Q2 2022
Added 67.72%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
4,332
shares
|
$579,405
0.07% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
4,315
shares
|
$577,131
0.01% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
4,262
shares
|
$570,042
0.5% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
4,240
shares
|
$567,100
0.02% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
4,229
shares
|
$565,628
0.25% of portfolio
|
Q3 2021
Reduced 7.4%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
4,228
shares
|
$565,495
0.6% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
4,226
shares
|
$565,227
0.14% of portfolio
|
Q1 2025
Reduced 60.87%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
4,222
shares
|
$564,692
0.09% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
4,220
shares
|
$564,425
0.12% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
4,207
shares
|
$562,686
0.25% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
4,206
shares
|
$562,552
0.17% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
4,184
shares
|
$559,610
0.02% of portfolio
|
Q2 2025
Reduced 26.39%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
4,161
shares
|
$556,533
0.01% of portfolio
|
Q1 2025
Added 64.27%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
4,160
shares
|
$556,400
0.01% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
4,151
shares
|
$555,196
0.02% of portfolio
|
Q1 2025
Reduced 91.31%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
4,145
shares
|
$554,393
0.21% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,135
shares
|
$553,056
0.18% of portfolio
|
Q3 2021
Added 0.41%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
4,104
shares
|
$548,910
0.33% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,081
shares
|
$545,833
0.08% of portfolio
|
Q3 2024
Reduced 0.15%
|