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 |
|---|---|---|---|---|---|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
3,731
shares
|
$498,909
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,725
shares
|
$498,107
0.03% of portfolio
|
Q3 2024
Added 83.77%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
3,705
shares
|
$495,432
0.02% of portfolio
|
Q3 2024
Added 87.41%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,702
shares
|
$495,031
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,696
shares
|
$494,229
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
3,683
shares
|
$492,490
0.08% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
3,682
shares
|
$492,357
0.06% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
3,662
shares
|
$489,682
0.34% of portfolio
|
Q3 2023
Reduced 10.05%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
3,645
shares
|
$487,409
0.03% of portfolio
|
Q4 2023
Reduced 14.92%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
3,644
shares
|
$487,275
0.12% of portfolio
|
Q2 2024
Reduced 15.78%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
3,610
shares
|
$482,729
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
3,588
shares
|
$479,787
0.11% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
3,581
shares
|
$478,851
0.0% of portfolio
|
Q3 2024
Reduced 23.15%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
3,560
shares
|
$476,043
0.07% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
3,541
shares
|
$473,502
0.04% of portfolio
|
Q2 2024
Added 108.91%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
3,524
shares
|
$471,229
0.03% of portfolio
|
Q1 2024
Reduced 27.47%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,517
shares
|
$470,293
0.14% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
3,517
shares
|
$470,293
0.09% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
3,500
shares
|
$468,020
0.07% of portfolio
|
Q2 2022
Reduced 14.78%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,429
shares
|
$458,525
0.06% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
3,400
shares
|
$454,648
0.22% of portfolio
|
Q1 2024
Reduced 11.04%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
3,380
shares
|
$451,973
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
3,362
shares
|
$449,566
0.02% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,357
shares
|
$448,898
0.01% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
3,351
shares
|
$448,095
0.03% of portfolio
|
Q3 2024
Added 25.55%
|