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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
3,351
shares
|
$448,095
0.03% of portfolio
|
Q3 2024
Added 25.55%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
3,343
shares
|
$447,025
0.01% of portfolio
|
Q4 2024
Added 26.82%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
3,328
shares
|
$445,020
1.09% of portfolio
|
Q3 2024
Reduced 63.82%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,314
shares
|
$443,148
0.04% of portfolio
|
Q1 2023
Added 0.09%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,308
shares
|
$442,345
0.0% of portfolio
|
Q3 2024
Added 21.62%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
3,287
shares
|
$439,537
0.06% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
3,282
shares
|
$438,869
0.02% of portfolio
|
Q3 2024
Added 25.94%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
3,278
shares
|
$438,334
0.21% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
3,275
shares
|
$437,933
0.13% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,274
shares
|
$437,799
0.1% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,261
shares
|
$436,060
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
3,257
shares
|
$435,526
0.13% of portfolio
|
Q1 2023
Reduced 4.27%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
3,253
shares
|
$434,991
0.03% of portfolio
|
Q4 2024
Added 106.02%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,245
shares
|
$433,921
0.22% of portfolio
|
Q4 2022
Reduced 2.17%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
3,244
shares
|
$433,787
0.07% of portfolio
|
Q3 2024
Reduced 27.57%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
3,231
shares
|
$432,049
0.01% of portfolio
|
Q3 2023
Reduced 0.68%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
3,216
shares
|
$430,043
0.03% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,182
shares
|
$425,497
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,150
shares
|
$421,218
0.01% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
3,144
shares
|
$420,415
0.02% of portfolio
|
Q4 2024
Reduced 48.75%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
3,134
shares
|
$419,078
0.19% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
3,132
shares
|
$418,811
0.02% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
3,115
shares
|
$416,537
0.53% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
3,101
shares
|
$414,665
0.02% of portfolio
|
Q4 2022
Added 0.49%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
3,100
shares
|
$414,532
0.11% of portfolio
|
Q3 2024
Reduced 3.16%
|