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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
7,453
shares
|
$996,615
0.02% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,447
shares
|
$995,812
0.07% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
7,436
shares
|
$994,341
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
7,391
shares
|
$988,324
0.71% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
7,380
shares
|
$986,853
0.03% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
7,376
shares
|
$986,318
0.25% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
7,362
shares
|
$984,446
0.59% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
7,359
shares
|
$984,045
0.04% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
7,346
shares
|
$982,307
1.08% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
7,256
shares
|
$970,272
0.48% of portfolio
|
Q3 2024
Reduced 41.95%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
7,203
shares
|
$963,185
0.19% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
7,107
shares
|
$950,348
0.35% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
7,106
shares
|
$950,214
0.35% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,043
shares
|
$941,789
0.08% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
6,955
shares
|
$930,022
0.09% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
6,909
shares
|
$923,871
0.02% of portfolio
|
Q4 2022
Reduced 1.43%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
6,884
shares
|
$920,528
0.06% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
6,834
shares
|
$913,842
0.07% of portfolio
|
Q4 2023
Added 2.35%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
6,666
shares
|
$891,377
0.03% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
6,663
shares
|
$890,976
0.03% of portfolio
|
Q2 2024
Added 11.44%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
6,656
shares
|
$890,040
0.03% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
6,648
shares
|
$888,970
0.24% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
6,609
shares
|
$883,755
0.23% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
6,565
shares
|
$877,871
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,521
shares
|
$871,988
0.33% of portfolio
|
Q4 2024
Reduced 0.85%
|