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 97.5 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
12,943,315
shares
|
$1.59 Billion
5.15% of portfolio
|
Q2 2023
Added 0.76%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
9,320,249
shares
|
$1.14 Billion
1.15% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
7,929,895
shares
|
$973 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
4,251,283
shares
|
$522 Million
0.73% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
4,197,949
shares
|
$515 Million
0.05% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,069,223
shares
|
$499 Million
0.12% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,944,685
shares
|
$484 Million
2.1% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
3,629,178
shares
|
$445 Million
1.43% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,368,056
shares
|
$413 Million
0.09% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
2,621,658
shares
|
$322 Million
5.56% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
2,290,432
shares
|
$281 Million
1.86% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,148,301
shares
|
$264 Million
0.41% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,795,205
shares
|
$220 Million
0.56% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,695,569
shares
|
$208 Million
0.04% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,445,711
shares
|
$177 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,198,106
shares
|
$147 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,177,815
shares
|
$145 Million
9.66% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,102,590
shares
|
$135 Million
0.06% of portfolio
|
Q4 2024
Added 11.61%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
972,214
shares
|
$119 Million
3.45% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
931,100
shares
|
$114 Million
0.13% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
816,571
shares
|
$100 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
755,279
shares
|
$92.7 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
727,460
shares
|
$89.3 Million
0.01% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Stephens Group Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
711,118
shares
|
$87.3 Million
7.21% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
702,523
shares
|
$86.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.09%
|