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 |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
3,302
shares
|
$441,642
0.01% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
3,285
shares
|
$439,368
0.13% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
3,269
shares
|
$437,228
0.14% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
3,258
shares
|
$435,757
0.12% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,245
shares
|
$434,018
0.22% of portfolio
|
Q4 2022
Reduced 2.17%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,243
shares
|
$433,751
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
3,236
shares
|
$432,815
0.02% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
3,231
shares
|
$432,146
0.0% of portfolio
|
Q3 2023
Reduced 0.68%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
3,229
shares
|
$431,878
0.03% of portfolio
|
Q1 2025
Added 26.78%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
3,197
shares
|
$427,598
0.05% of portfolio
|
Q2 2025
Added 14.3%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,190
shares
|
$426,662
0.01% of portfolio
|
Q1 2025
Added 26.74%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
3,190
shares
|
$426,662
0.01% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
3,188
shares
|
$426,395
0.13% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
3,183
shares
|
$425,726
0.15% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,182
shares
|
$425,592
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
3,165
shares
|
$423,318
0.01% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
3,162
shares
|
$422,917
0.03% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
3,161
shares
|
$422,783
0.03% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,151
shares
|
$421,446
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
3,134
shares
|
$419,172
0.02% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
3,105
shares
|
$415,293
0.06% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,101
shares
|
$414,758
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
3,101
shares
|
$414,758
0.05% of portfolio
|
Q1 2025
Reduced 33.04%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
3,100
shares
|
$414,625
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
3,089
shares
|
$413,153
0.59% of portfolio
|
Q1 2025
Reduced 0.83%
|