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 |
|---|---|---|---|---|---|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
39,005
shares
|
$4.79 Million
1.88% of portfolio
|
Q1 2025
Reduced 11.98%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
38,454
shares
|
$4.72 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
38,082
shares
|
$4.67 Million
0.05% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
37,439
shares
|
$4.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
37,199
shares
|
$4.57 Million
0.35% of portfolio
|
Q1 2025
Added 52.87%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
36,608
shares
|
$4.49 Million
0.63% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
36,399
shares
|
$4.47 Million
1.88% of portfolio
|
Q1 2025
Added 78.51%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
36,088
shares
|
$4.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
35,936
shares
|
$4.41 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.06%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
35,472
shares
|
$4.35 Million
0.03% of portfolio
|
Q1 2025
Added 121.55%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
34,356
shares
|
$4.22 Million
0.2% of portfolio
|
Q1 2025
Added 38.34%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
34,154
shares
|
$4.19 Million
1.8% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
33,632
shares
|
$4.13 Million
0.96% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
33,363
shares
|
$4.1 Million
0.35% of portfolio
|
Q1 2025
Added 1642.19%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
33,172
shares
|
$4.07 Million
1.41% of portfolio
|
Q4 2023
Reduced 4.29%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
33,074
shares
|
$4.06 Million
0.05% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
May 13, 2025 Q1 2025 |
32,137
shares
|
$3.94 Million
4.16% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
31,627
shares
|
$3.88 Million
0.14% of portfolio
|
Q1 2023
Reduced 3.49%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
31,484
shares
|
$3.86 Million
0.16% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
31,212
shares
|
$3.83 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
30,968
shares
|
$3.8 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
30,708
shares
|
$3.77 Million
0.0% of portfolio
|
Q2 2023
Added 5.68%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
30,460
shares
|
$3.74 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
30,408
shares
|
$3.73 Million
0.02% of portfolio
|
Q1 2025
Added 54.51%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
30,250
shares
|
$3.71 Million
1.06% of portfolio
|
Q1 2025
New holding
|