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 |
|---|---|---|---|---|---|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
3,085
shares
|
$412,618
0.09% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
3,084
shares
|
$412,485
0.08% of portfolio
|
Q1 2025
Added 48.99%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,079
shares
|
$411,816
0.12% of portfolio
|
Q2 2022
Added 26.76%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
3,021
shares
|
$404,058
0.03% of portfolio
|
Q3 2024
Reduced 16.45%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
3,009
shares
|
$402,453
0.15% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
3,006
shares
|
$402,052
0.1% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
3,003
shares
|
$401,651
0.05% of portfolio
|
Q2 2024
Reduced 7.66%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
3,003
shares
|
$401,651
0.13% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
3,001
shares
|
$401,383
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
3,000
shares
|
$401,250
0.25% of portfolio
|
Q3 2022
New holding
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
3,000
shares
|
$401,250
0.02% of portfolio
|
Q4 2021
Reduced 0.03%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
2,989
shares
|
$399,778
0.23% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,973
shares
|
$397,638
0.29% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
2,960
shares
|
$395,900
0.1% of portfolio
|
Q1 2021
Reduced 28.85%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,939
shares
|
$393,091
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
2,909
shares
|
$389,078
0.03% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
2,909
shares
|
$389,078
0.07% of portfolio
|
Q2 2021
Reduced 14.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,905
shares
|
$388,543
0.01% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,905
shares
|
$388,543
0.06% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,904
shares
|
$388,410
0.05% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,887
shares
|
$386,136
0.05% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
2,873
shares
|
$384,263
0.09% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
2,868
shares
|
$383,595
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
2,862
shares
|
$382,792
0.02% of portfolio
|
Q3 2022
Added 43.6%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
2,860
shares
|
$382,525
0.0% of portfolio
|
Q1 2025
Added 1.56%
|