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 1,014 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 $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
4,291
shares
|
$569,630
0.0% of portfolio
|
Q4 2024
Added 19.63%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
4,259
shares
|
$565,382
0.13% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,256
shares
|
$564,984
0.03% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
4,255
shares
|
$564,851
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
4,253
shares
|
$564,585
0.18% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
4,229
shares
|
$561,399
0.25% of portfolio
|
Q3 2021
Reduced 7.4%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
4,222
shares
|
$560,470
0.1% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
4,215
shares
|
$559,541
0.0% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
4,183
shares
|
$555,293
0.06% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
4,163
shares
|
$552,638
0.02% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
4,160
shares
|
$552,240
0.01% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
4,152
shares
|
$551,178
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,135
shares
|
$548,921
0.18% of portfolio
|
Q3 2021
Added 0.41%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
4,113
shares
|
$546,000
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
Feb 14, 2025 Q4 2024 |
4,104
shares
|
$544,806
0.4% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,081
shares
|
$541,752
0.08% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,072
shares
|
$540,558
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
4,043
shares
|
$536,708
0.3% of portfolio
|
Q1 2023
Added 177.49%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
4,027
shares
|
$534,584
0.03% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
4,000
shares
|
$531,000
0.0% of portfolio
|
Q4 2024
Reduced 94.74%
|
|
|
Friday Financial
Dubuque, IA |
Feb 11, 2025 Q4 2024 |
3,994
shares
|
$530,203
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
3,971
shares
|
$527,150
0.02% of portfolio
|
Q4 2024
Added 31.75%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
3,944
shares
|
$523,566
0.21% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
3,925
shares
|
$521,043
0.33% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
3,911
shares
|
$519,185
0.19% of portfolio
|
Q4 2024
Reduced 0.64%
|