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 1,022 institutions that hold shares in the stock, with a total of 97.4 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
193
shares
|
$24,524
0.01% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
192
shares
|
$24,397
0.01% of portfolio
|
Q2 2023
Reduced 16.52%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
190
shares
|
$24,143
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
189
shares
|
$24,016
0.0% of portfolio
|
Q2 2023
Added 45.38%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
182
shares
|
$23,126
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
181
shares
|
$22,999
0.0% of portfolio
|
Q3 2024
Reduced 58.96%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
177
shares
|
$22,491
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
176
shares
|
$22,364
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
176
shares
|
$22,364
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
165
shares
|
$20,966
0.01% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
163
shares
|
$20,712
0.02% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
152
shares
|
$19,314
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
150
shares
|
$19,060
0.01% of portfolio
|
Q4 2023
Reduced 31.51%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
148
shares
|
$18,806
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
144
shares
|
$18,298
0.0% of portfolio
|
Q2 2024
Added 92.0%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
139
shares
|
$17,662
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
136
shares
|
$17,281
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
129
shares
|
$16,392
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
127
shares
|
$16,137
0.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
126
shares
|
$16,010
0.01% of portfolio
|
Q4 2022
Reduced 62.61%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
121
shares
|
$15,375
0.0% of portfolio
|
Q4 2024
Added 101.67%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
120
shares
|
$15,248
0.01% of portfolio
|
Q4 2024
Reduced 38.78%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
119
shares
|
$15,121
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
117
shares
|
$14,867
0.0% of portfolio
|
Q2 2023
Reduced 53.94%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
116
shares
|
$14,740
0.0% of portfolio
|
Q2 2024
Reduced 35.56%
|