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 |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
10,348
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
10,249
shares
|
$1.37 Million
0.06% of portfolio
|
Q3 2024
Added 64.04%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
10,155
shares
|
$1.36 Million
0.67% of portfolio
|
Q3 2024
Reduced 29.81%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
10,144
shares
|
$1.36 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
9,881
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
9,742
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
9,741
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
9,625
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 16.99%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
9,457
shares
|
$1.26 Million
0.08% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
9,441
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
9,400
shares
|
$1.26 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,368
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
9,211
shares
|
$1.23 Million
0.49% of portfolio
|
Q3 2024
Reduced 24.48%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,086
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
9,046
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
9,031
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
9,019
shares
|
$1.21 Million
0.06% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
8,872
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
8,839
shares
|
$1.18 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
8,744
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 35.78%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
8,734
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2024
Added 17.72%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
8,693
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
8,689
shares
|
$1.16 Million
0.08% of portfolio
|
Q4 2024
Added 15.81%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
8,642
shares
|
$1.16 Million
1.23% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,636
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.37%
|