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 |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
2,448
shares
|
$327,420
0.02% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
2,447
shares
|
$327,286
0.02% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
2,444
shares
|
$326,885
0.02% of portfolio
|
Q1 2025
Reduced 10.11%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
2,434
shares
|
$325,547
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
2,429
shares
|
$324,878
0.11% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
2,420
shares
|
$323,675
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
2,418
shares
|
$323,407
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
2,416
shares
|
$323,140
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,400
shares
|
$321,000
0.03% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2,352
shares
|
$314,580
0.07% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
2,331
shares
|
$311,771
0.24% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
2,326
shares
|
$311,102
0.01% of portfolio
|
Q1 2025
Added 11.24%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
2,311
shares
|
$309,096
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
2,308
shares
|
$308,695
0.02% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Postrock Partners LLC
Overland Park, OR |
May 02, 2025 Q1 2025 |
2,306
shares
|
$308,427
0.14% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
2,293
shares
|
$306,688
0.13% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
2,282
shares
|
$305,217
0.02% of portfolio
|
Q1 2025
Added 17.99%
|
|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
2,281
shares
|
$305,083
0.19% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
2,268
shares
|
$303,345
0.08% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
2,268
shares
|
$303,345
0.01% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
2,267
shares
|
$303,211
0.16% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
2,263
shares
|
$302,676
0.08% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
2,259
shares
|
$302,141
0.0% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
2,211
shares
|
$295,721
0.01% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
2,206
shares
|
$295,052
0.01% of portfolio
|
Q1 2025
Reduced 32.41%
|