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 972 institutions that hold shares in the stock, with a total of 94.3 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
4,163
shares
|
$556,967
0.02% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
4,160
shares
|
$556,566
0.01% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
4,155
shares
|
$555,897
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
4,152
shares
|
$555,496
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,135
shares
|
$553,221
0.18% of portfolio
|
Q3 2021
Added 0.41%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,081
shares
|
$545,996
0.08% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,068
shares
|
$544,257
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
4,065
shares
|
$543,856
0.0% of portfolio
|
Q2 2024
Reduced 39.69%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
4,043
shares
|
$540,912
0.3% of portfolio
|
Q1 2023
Added 177.49%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
4,027
shares
|
$538,772
0.03% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
3,981
shares
|
$532,617
0.02% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
3,971
shares
|
$531,280
0.02% of portfolio
|
Q4 2024
Added 31.75%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
3,944
shares
|
$527,667
0.21% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
3,925
shares
|
$525,125
0.33% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
3,911
shares
|
$523,252
0.19% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
3,903
shares
|
$522,182
0.01% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
3,883
shares
|
$519,506
0.01% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
3,837
shares
|
$513,352
0.35% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
3,829
shares
|
$512,281
0.03% of portfolio
|
Q1 2024
Reduced 11.55%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,826
shares
|
$511,880
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,814
shares
|
$510,275
0.08% of portfolio
|
Q3 2022
Reduced 3.71%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
3,805
shares
|
$509,070
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
3,802
shares
|
$508,669
0.03% of portfolio
|
Q4 2023
Reduced 3.8%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jan 22, 2025 Q4 2024 |
3,800
shares
|
$508,401
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
3,790
shares
|
$507,064
0.06% of portfolio
|
Q4 2024
New holding
|