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 |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
375
shares
|
$50,156
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
375
shares
|
$50,156
0.0% of portfolio
|
Q1 2023
Reduced 60.65%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
350
shares
|
$46,812
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
339
shares
|
$45,341
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
335
shares
|
$44,806
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
325
shares
|
$43,468
0.01% of portfolio
|
Q1 2025
Added 25.48%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
303
shares
|
$40,526
0.01% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
300
shares
|
$40,125
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
293
shares
|
$39,188
0.01% of portfolio
|
Q2 2023
Added 128.91%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
284
shares
|
$37,985
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
279
shares
|
$37,316
0.03% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
273
shares
|
$36,513
0.0% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
270
shares
|
$36,112
0.04% of portfolio
|
Q1 2023
Reduced 75.57%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
266
shares
|
$35,577
0.01% of portfolio
|
Q2 2024
Reduced 66.96%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
266
shares
|
$35,577
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
264
shares
|
$35,310
0.01% of portfolio
|
Q4 2024
Added 42.7%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
263
shares
|
$35,176
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
254
shares
|
$33,972
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
253
shares
|
$33,838
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
252
shares
|
$33,705
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
251
shares
|
$33,571
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
250
shares
|
$33,437
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
250
shares
|
$33,437
0.0% of portfolio
|
Q1 2025
Reduced 24.01%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
249
shares
|
$33,303
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
249
shares
|
$33,303
0.03% of portfolio
|
Q3 2024
New holding
|