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 |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
8,578
shares
|
$1.15 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.92%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
8,545
shares
|
$1.14 Million
1.09% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
8,488
shares
|
$1.14 Million
0.12% of portfolio
|
Q3 2024
Added 23.05%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
8,417
shares
|
$1.13 Million
0.07% of portfolio
|
Q4 2024
Reduced 19.39%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
8,411
shares
|
$1.12 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
8,389
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
8,338
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
8,286
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
8,280
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
8,198
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
8,122
shares
|
$1.09 Million
0.26% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
8,107
shares
|
$1.08 Million
0.47% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
8,063
shares
|
$1.08 Million
0.63% of portfolio
|
Q3 2024
Added 37.76%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
8,052
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 15.99%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
7,850
shares
|
$1.05 Million
0.37% of portfolio
|
Q2 2023
Reduced 1.94%
|
|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
7,844
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.99%
|
|
|
Q3 Asset Management
|
Jan 24, 2025 Q4 2024 |
7,789
shares
|
$1.04 Million
0.63% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
7,697
shares
|
$1.03 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
7,628
shares
|
$1.02 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
7,622
shares
|
$1.02 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
7,608
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
7,536
shares
|
$1.01 Million
0.11% of portfolio
|
Q2 2022
Reduced 11.72%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
7,524
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 53.24%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,509
shares
|
$1 Million
0.01% of portfolio
|
Q2 2022
Reduced 7.11%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
7,453
shares
|
$996,615
0.02% of portfolio
|
Q4 2024
Reduced 13.81%
|