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 |
|---|---|---|---|---|---|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
30,048
shares
|
$3.69 Million
0.06% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
30,000
shares
|
$3.68 Million
1.17% of portfolio
|
Q2 2022
Reduced 9.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
29,712
shares
|
$3.65 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
29,562
shares
|
$3.63 Million
0.03% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
28,959
shares
|
$3.55 Million
1.02% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
28,477
shares
|
$3.5 Million
1.26% of portfolio
|
Q1 2024
Reduced 4.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
28,252
shares
|
$3.47 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
27,828
shares
|
$3.42 Million
0.16% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
27,775
shares
|
$3.41 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
27,609
shares
|
$3.39 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
27,357
shares
|
$3.36 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
26,560
shares
|
$3.26 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,875
shares
|
$3.18 Million
0.11% of portfolio
|
Q2 2020
Reduced 46.91%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
25,629
shares
|
$3.15 Million
0.33% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
25,430
shares
|
$3.12 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Apr 25, 2025 Q1 2025 |
25,308
shares
|
$3.11 Million
1.78% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
24,693
shares
|
$3.03 Million
0.39% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
24,667
shares
|
$3.03 Million
0.86% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
24,550
shares
|
$3.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
24,528
shares
|
$3.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
24,277
shares
|
$2.98 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
24,062
shares
|
$2.95 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
23,644
shares
|
$2.9 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
23,419
shares
|
$2.87 Million
2.3% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
23,282
shares
|
$2.86 Million
0.91% of portfolio
|
Q1 2025
Reduced 2.71%
|