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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
248
shares
|
$33,170
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
247
shares
|
$33,036
0.02% of portfolio
|
Q2 2024
Reduced 84.51%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
247
shares
|
$33,036
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
243
shares
|
$32,501
0.0% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
240
shares
|
$32,100
0.04% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
240
shares
|
$32,100
0.01% of portfolio
|
Q2 2023
Reduced 35.14%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
236
shares
|
$31,565
0.01% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
225
shares
|
$30,093
0.0% of portfolio
|
Q1 2024
Added 36.36%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
223
shares
|
$29,826
0.01% of portfolio
|
Q2 2022
Reduced 3.14%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
221
shares
|
$29,558
0.01% of portfolio
|
Q1 2024
Added 3.7%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
220
shares
|
$29,425
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
220
shares
|
$29,425
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
219
shares
|
$29,291
0.03% of portfolio
|
Q1 2025
Reduced 12.05%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
214
shares
|
$28,622
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
211
shares
|
$28,221
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
203
shares
|
$27,151
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
203
shares
|
$27,151
0.0% of portfolio
|
Q3 2024
Added 48.18%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
203
shares
|
$27,151
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
202
shares
|
$27,017
0.01% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
200
shares
|
$26,750
0.01% of portfolio
|
Q1 2025
Reduced 48.98%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
200
shares
|
$26,750
0.01% of portfolio
|
Q2 2024
Reduced 96.66%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
197
shares
|
$26,348
0.01% of portfolio
|
Q4 2022
Reduced 34.33%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
193
shares
|
$25,813
0.01% of portfolio
|
Q2 2025
Reduced 23.41%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
192
shares
|
$25,680
0.01% of portfolio
|
Q2 2023
Reduced 16.52%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
191
shares
|
$25,546
0.01% of portfolio
|
Q1 2025
New holding
|