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 957 institutions that hold shares in the stock, with a total of 93.6 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
11,876
shares
|
$1.59 Million
1.02% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
11,874
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2024
Added 68.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,844
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
11,735
shares
|
$1.57 Million
0.05% of portfolio
|
Q4 2024
Added 49.7%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
11,638
shares
|
$1.56 Million
0.28% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
11,602
shares
|
$1.55 Million
0.04% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
11,561
shares
|
$1.55 Million
0.04% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
11,554
shares
|
$1.55 Million
0.17% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
11,539
shares
|
$1.54 Million
0.03% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
11,491
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
11,424
shares
|
$1.53 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
11,263
shares
|
$1.51 Million
0.08% of portfolio
|
Q3 2022
Reduced 2.14%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,197
shares
|
$1.5 Million
0.27% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
11,001
shares
|
$1.47 Million
0.71% of portfolio
|
Q2 2022
Reduced 4.58%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
10,882
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2024
Reduced 7.17%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
10,805
shares
|
$1.44 Million
1.81% of portfolio
|
Q4 2022
Reduced 33.61%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
10,793
shares
|
$1.44 Million
0.24% of portfolio
|
Q2 2024
Added 13.51%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
10,785
shares
|
$1.44 Million
0.55% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
10,781
shares
|
$1.44 Million
0.8% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
10,778
shares
|
$1.44 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,708
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
10,585
shares
|
$1.42 Million
0.2% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
10,544
shares
|
$1.41 Million
0.05% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,467
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
10,384
shares
|
$1.39 Million
0.16% of portfolio
|
Q3 2024
New holding
|