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 |
|---|---|---|---|---|---|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,816
shares
|
$376,555
0.0% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,804
shares
|
$374,950
0.05% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
2,802
shares
|
$374,683
0.07% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,798
shares
|
$374,148
0.05% of portfolio
|
Q1 2024
Added 43.56%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,782
shares
|
$372,009
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
2,775
shares
|
$371,073
0.01% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
2,754
shares
|
$368,264
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
2,752
shares
|
$367,997
0.04% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
2,752
shares
|
$367,997
0.02% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
2,735
shares
|
$365,724
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Villere St Denis J & CO LLC
|
Jan 30, 2025 Q4 2024 |
2,731
shares
|
$365,189
0.03% of portfolio
|
Q2 2024
Added 34.33%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,731
shares
|
$365,189
0.03% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
2,728
shares
|
$364,788
0.06% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
2,684
shares
|
$358,904
0.16% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
2,666
shares
|
$356,497
0.13% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
2,665
shares
|
$356,363
0.12% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
2,658
shares
|
$355,427
0.01% of portfolio
|
Q3 2024
Added 23.23%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
2,644
shares
|
$353,555
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,642
shares
|
$353,288
0.01% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,632
shares
|
$351,951
0.04% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
2,626
shares
|
$351,148
0.05% of portfolio
|
Q1 2024
Added 32.23%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
2,619
shares
|
$350,212
0.03% of portfolio
|
Q1 2023
Reduced 38.33%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
2,613
shares
|
$349,410
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,612
shares
|
$349,276
0.05% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
2,610
shares
|
$349,009
0.03% of portfolio
|
Q4 2024
Added 0.19%
|