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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
22,599
shares
|
$2.77 Million
0.0% of portfolio
|
Q1 2025
Added 13.6%
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
22,592
shares
|
$2.77 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
22,462
shares
|
$2.76 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
22,257
shares
|
$2.73 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
22,255
shares
|
$2.73 Million
0.16% of portfolio
|
Q1 2025
Added 20.5%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
22,050
shares
|
$2.71 Million
0.04% of portfolio
|
Q1 2025
Reduced 21.81%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
22,028
shares
|
$2.7 Million
0.02% of portfolio
|
Q1 2025
Added 58.65%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
21,899
shares
|
$2.69 Million
1.87% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
21,593
shares
|
$2.65 Million
0.26% of portfolio
|
Q1 2025
Reduced 17.35%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
21,488
shares
|
$2.64 Million
0.09% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
21,069
shares
|
$2.59 Million
0.73% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
20,991
shares
|
$2.58 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
20,785
shares
|
$2.55 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
20,704
shares
|
$2.54 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
20,611
shares
|
$2.53 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
20,557
shares
|
$2.52 Million
0.22% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
20,466
shares
|
$2.51 Million
0.75% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
20,314
shares
|
$2.49 Million
0.95% of portfolio
|
Q1 2025
Reduced 33.19%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
19,821
shares
|
$2.43 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
19,817
shares
|
$2.43 Million
0.9% of portfolio
|
Q2 2023
Reduced 8.75%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
19,632
shares
|
$2.41 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
19,626
shares
|
$2.41 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
19,565
shares
|
$2.4 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
19,355
shares
|
$2.38 Million
1.09% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
18,845
shares
|
$2.31 Million
0.02% of portfolio
|
Q1 2025
Added 93.46%
|