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 1,022 institutions that hold shares in the stock, with a total of 97.4 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
548,633
shares
|
$68 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
531,001
shares
|
$65.8 Million
0.36% of portfolio
|
Q2 2023
Reduced 95.91%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
514,623
shares
|
$63.8 Million
3.41% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
498,392
shares
|
$61.7 Million
1.99% of portfolio
|
Q4 2024
Added 137.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
471,494
shares
|
$58.4 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
434,683
shares
|
$53.8 Million
0.09% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
378,394
shares
|
$46.9 Million
3.87% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
352,942
shares
|
$43.7 Million
0.04% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
349,331
shares
|
$43.3 Million
1.25% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
321,755
shares
|
$39.9 Million
1.47% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
303,779
shares
|
$37.6 Million
0.38% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
298,904
shares
|
$37 Million
5.71% of portfolio
|
Q3 2023
Reduced 4.02%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
298,260
shares
|
$36.9 Million
0.73% of portfolio
|
Q4 2024
Added 391.19%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
295,952
shares
|
$36.7 Million
0.18% of portfolio
|
Q4 2024
Added 694.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
293,256
shares
|
$36.3 Million
0.08% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
288,905
shares
|
$35.8 Million
0.58% of portfolio
|
Q4 2024
Added 162.72%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
268,107
shares
|
$33.2 Million
1.23% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
267,173
shares
|
$33.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
255,896
shares
|
$31.7 Million
1.27% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
252,667
shares
|
$31.3 Million
7.33% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Reinhart Partners, Inc.
|
Jan 13, 2025 Q4 2024 |
245,513
shares
|
$30.4 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
230,162
shares
|
$28.5 Million
3.45% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
210,877
shares
|
$26.1 Million
2.62% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
209,320
shares
|
$25.9 Million
0.05% of portfolio
|
Q4 2024
Added 50.18%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
202,911
shares
|
$25.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.15%
|