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 |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,600
shares
|
$347,672
0.0% of portfolio
|
Q1 2022
Reduced 7.47%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
2,587
shares
|
$345,933
0.18% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
2,585
shares
|
$345,666
0.11% of portfolio
|
Q4 2023
Reduced 76.35%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,585
shares
|
$345,666
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
2,583
shares
|
$345,398
0.04% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,577
shares
|
$344,596
0.12% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
2,577
shares
|
$344,596
0.09% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
2,571
shares
|
$343,794
0.09% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
2,533
shares
|
$338,712
0.02% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
|
Leeward Investments, LLC Ma
|
Oct 31, 2024 Q3 2024 |
2,532
shares
|
$338,579
0.02% of portfolio
|
Q3 2024
Added 9.99%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
2,532
shares
|
$338,579
0.3% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,525
shares
|
$337,643
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,517
shares
|
$336,573
0.01% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
2,500
shares
|
$334,300
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,497
shares
|
$333,898
0.04% of portfolio
|
Q4 2021
Added 0.2%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
2,487
shares
|
$332,561
0.09% of portfolio
|
Q2 2022
Reduced 0.12%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
2,476
shares
|
$331,090
0.06% of portfolio
|
Q1 2023
Reduced 0.84%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,463
shares
|
$329,352
0.07% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
2,458
shares
|
$328,683
0.01% of portfolio
|
Q4 2024
Added 42.16%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
2,451
shares
|
$327,747
0.11% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
2,447
shares
|
$327,212
0.02% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
2,434
shares
|
$325,474
0.03% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
2,417
shares
|
$323,201
0.01% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
2,388
shares
|
$319,323
0.0% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
2,352
shares
|
$314,509
0.07% of portfolio
|
Q3 2024
Reduced 9.26%
|