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 |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
6,439
shares
|
$861,023
0.09% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
6,411
shares
|
$857,278
0.09% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
6,403
shares
|
$856,209
0.08% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
6,400
shares
|
$855,808
0.04% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
6,391
shares
|
$854,604
0.02% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
6,332
shares
|
$846,715
0.22% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,312
shares
|
$844,040
0.05% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
6,292
shares
|
$841,366
0.08% of portfolio
|
Q3 2024
Reduced 25.38%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
6,225
shares
|
$832,407
0.27% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,215
shares
|
$831,069
0.05% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,150
shares
|
$822,378
0.19% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
6,118
shares
|
$818,098
0.52% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
6,093
shares
|
$814,755
0.03% of portfolio
|
Q2 2024
Added 9.84%
|
|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
6,000
shares
|
$802,320
0.54% of portfolio
|
Q1 2024
Reduced 1.4%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
5,989
shares
|
$800,849
0.19% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,945
shares
|
$794,965
0.29% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
5,875
shares
|
$785,605
0.18% of portfolio
|
Q2 2024
Reduced 22.16%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,875
shares
|
$785,605
0.01% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jan 24, 2025 Q4 2024 |
5,868
shares
|
$784,668
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,814
shares
|
$777,448
0.08% of portfolio
|
Q2 2024
Added 4.12%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
5,812
shares
|
$777,180
0.02% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
5,795
shares
|
$774,907
0.08% of portfolio
|
Q3 2024
Added 19.76%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,781
shares
|
$773,035
0.02% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,733
shares
|
$766,616
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
5,718
shares
|
$764,610
0.1% of portfolio
|
Q3 2024
Reduced 0.85%
|