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 |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
556
shares
|
$74,365
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
556
shares
|
$74,365
0.01% of portfolio
|
Q1 2024
Added 4.91%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
541
shares
|
$72,358
0.03% of portfolio
|
Q4 2024
Added 49.45%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
540
shares
|
$72,225
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
527
shares
|
$70,486
0.01% of portfolio
|
Q1 2025
Reduced 47.56%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
524
shares
|
$70,085
0.02% of portfolio
|
Q4 2022
Added 25.06%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
521
shares
|
$69,683
0.03% of portfolio
|
Q1 2025
Reduced 18.72%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
520
shares
|
$69,550
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
517
shares
|
$69,148
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
516
shares
|
$69,015
0.03% of portfolio
|
Q4 2023
Reduced 42.09%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
516
shares
|
$69,015
0.02% of portfolio
|
Q2 2023
Added 8.63%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
513
shares
|
$68,613
0.01% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
494
shares
|
$66,072
0.0% of portfolio
|
Q3 2024
Reduced 33.69%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
475
shares
|
$63,531
0.04% of portfolio
|
Q2 2024
Reduced 4.04%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
466
shares
|
$62,327
0.01% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
465
shares
|
$62,193
0.02% of portfolio
|
Q3 2024
Added 5066.67%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
450
shares
|
$60,187
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
433
shares
|
$57,913
0.01% of portfolio
|
Q2 2023
Reduced 6.07%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
420
shares
|
$56,175
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
415
shares
|
$55,506
0.02% of portfolio
|
Q3 2024
Reduced 32.19%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
400
shares
|
$53,500
0.0% of portfolio
|
Q1 2023
Reduced 69.23%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
397
shares
|
$53,098
0.01% of portfolio
|
Q4 2022
Reduced 4.11%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
396
shares
|
$52,965
0.01% of portfolio
|
Q1 2024
Added 27.74%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
396
shares
|
$52,965
0.01% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
391
shares
|
$52,296
0.02% of portfolio
|
Q2 2024
Reduced 46.44%
|