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 1,017 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 $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
60
shares
|
$8,020
0.0% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
55
shares
|
$7,351
0.01% of portfolio
|
Q4 2023
Reduced 17.91%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
53
shares
|
$7,084
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
49
shares
|
$6,549
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
46
shares
|
$6,148
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
45
shares
|
$6,015
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
44
shares
|
$5,881
0.0% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
44
shares
|
$5,881
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
42
shares
|
$5,614
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
40
shares
|
$5,346
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
40
shares
|
$5,346
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
40
shares
|
$5,346
0.0% of portfolio
|
Q4 2024
Reduced 77.78%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
40
shares
|
$5,346
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
37
shares
|
$4,945
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
36
shares
|
$4,812
0.0% of portfolio
|
Q4 2024
Reduced 68.14%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
34
shares
|
$4,544
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
34
shares
|
$4,544
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
31
shares
|
$4,143
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
30
shares
|
$4,010
0.0% of portfolio
|
Q3 2022
Reduced 86.05%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
28
shares
|
$3,742
0.0% of portfolio
|
Q4 2024
Added 86.67%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
27
shares
|
$3,609
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
25
shares
|
$3,341
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
22
shares
|
$2,940
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
22
shares
|
$2,940
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
19
shares
|
$2,539
0.0% of portfolio
|
Q3 2024
New holding
|