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 |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
2,025
shares
|
$270,843
0.02% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
2,005
shares
|
$268,168
0.01% of portfolio
|
Q1 2025
Reduced 25.24%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
2,000
shares
|
$267,500
0.03% of portfolio
|
Q3 2024
Reduced 16.84%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
1,996
shares
|
$266,965
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
1,988
shares
|
$265,895
0.08% of portfolio
|
Q2 2023
Added 8.16%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
1,982
shares
|
$265,092
0.05% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
1,973
shares
|
$263,888
0.05% of portfolio
|
Q1 2023
Reduced 1.6%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
1,970
shares
|
$263,487
0.09% of portfolio
|
Q4 2024
Added 295.58%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
1,962
shares
|
$262,417
0.04% of portfolio
|
Q2 2024
Added 10.66%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
1,943
shares
|
$259,876
0.0% of portfolio
|
Q1 2025
Reduced 26.73%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
1,937
shares
|
$259,073
0.03% of portfolio
|
Q2 2023
Reduced 10.57%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
1,926
shares
|
$257,602
0.05% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
1,923
shares
|
$257,201
0.18% of portfolio
|
Q1 2025
Added 12.39%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,920
shares
|
$256,800
0.07% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
1,913
shares
|
$255,863
0.0% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
1,891
shares
|
$252,921
0.04% of portfolio
|
Q2 2024
Reduced 12.74%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
1,889
shares
|
$252,653
0.01% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
1,878
shares
|
$251,182
0.02% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
1,869
shares
|
$249,978
0.03% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
1,856
shares
|
$248,240
0.01% of portfolio
|
Q4 2024
Reduced 13.51%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
1,854
shares
|
$247,972
0.08% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
1,853
shares
|
$247,838
0.11% of portfolio
|
Q1 2025
Reduced 13.93%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
May 14, 2025 Q1 2025 |
1,850
shares
|
$247,437
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Jul 09, 2025 Q2 2025 |
1,845
shares
|
$246,768
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
1,821
shares
|
$243,558
0.01% of portfolio
|
Q1 2025
Reduced 4.26%
|