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 |
|---|---|---|---|---|---|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,617
shares
|
$617,385
0.0% of portfolio
|
Q4 2022
Added 44.33%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
4,557
shares
|
$609,362
0.01% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
4,529
shares
|
$605,617
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
4,487
shares
|
$600,001
0.02% of portfolio
|
Q4 2024
Added 16.76%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
4,475
shares
|
$598,397
0.2% of portfolio
|
Q2 2024
Reduced 5.89%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
4,472
shares
|
$597,995
0.02% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
4,465
shares
|
$597,059
0.0% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
4,464
shares
|
$596,926
0.01% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
4,407
shares
|
$589,304
0.04% of portfolio
|
Q4 2024
Reduced 20.61%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
4,376
shares
|
$585,158
0.07% of portfolio
|
Q2 2018
Reduced 1.29%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
4,342
shares
|
$580,612
0.29% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
4,340
shares
|
$580,344
0.63% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,339
shares
|
$580,211
0.03% of portfolio
|
Q2 2022
Added 67.72%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
4,331
shares
|
$579,141
0.07% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
4,291
shares
|
$573,792
0.0% of portfolio
|
Q4 2024
Added 19.63%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
4,256
shares
|
$569,112
0.13% of portfolio
|
Q3 2024
Reduced 20.76%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,256
shares
|
$569,112
0.03% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
4,253
shares
|
$568,711
0.18% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
4,229
shares
|
$565,501
0.25% of portfolio
|
Q3 2021
Reduced 7.4%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
4,183
shares
|
$559,350
0.06% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
4,163
shares
|
$556,676
0.02% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
4,160
shares
|
$556,275
0.01% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
4,155
shares
|
$555,606
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
4,152
shares
|
$555,205
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,135
shares
|
$552,932
0.18% of portfolio
|
Q3 2021
Added 0.41%
|