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 1,020 institutions that hold shares in the stock, with a total of 97.5 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
55,248
shares
|
$6.78 Million
4.31% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
54,763
shares
|
$6.72 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
53,879
shares
|
$6.61 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
53,205
shares
|
$6.53 Million
0.38% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
52,327
shares
|
$6.42 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
51,495
shares
|
$6.32 Million
2.12% of portfolio
|
Q1 2023
Added 6.93%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
51,350
shares
|
$6.3 Million
3.26% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Apr 30, 2025 Q1 2025 |
50,777
shares
|
$6.23 Million
5.45% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
49,052
shares
|
$6.02 Million
0.15% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
48,818
shares
|
$5.99 Million
2.98% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
48,377
shares
|
$5.94 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
48,313
shares
|
$5.93 Million
1.09% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
47,874
shares
|
$5.88 Million
0.51% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
46,415
shares
|
$5.7 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
43,899
shares
|
$5.39 Million
0.24% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
43,761
shares
|
$5.37 Million
0.18% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
43,415
shares
|
$5.33 Million
4.01% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
43,117
shares
|
$5.29 Million
2.19% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
43,089
shares
|
$5.29 Million
2.71% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
41,844
shares
|
$5.14 Million
0.5% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
41,827
shares
|
$5.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.18%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
41,300
shares
|
$5.07 Million
0.0% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
May 13, 2025 Q1 2025 |
40,045
shares
|
$4.92 Million
4.77% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
39,843
shares
|
$4.89 Million
0.08% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
39,763
shares
|
$4.88 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.72%
|