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 |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,311
shares
|
$309,026
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
2,268
shares
|
$303,276
0.01% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
2,265
shares
|
$302,875
0.15% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
2,263
shares
|
$302,608
0.09% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
2,263
shares
|
$302,608
0.03% of portfolio
|
Q3 2024
Reduced 95.13%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
2,262
shares
|
$302,474
0.19% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
2,259
shares
|
$302,073
0.0% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
2,259
shares
|
$302,073
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
2,259
shares
|
$302,073
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
2,253
shares
|
$301,271
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
2,221
shares
|
$296,992
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
2,214
shares
|
$296,056
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
2,212
shares
|
$295,788
0.02% of portfolio
|
Q3 2024
Reduced 19.0%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,199
shares
|
$294,050
0.01% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
2,199
shares
|
$294,050
0.13% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
2,179
shares
|
$291,375
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
2,170
shares
|
$290,172
0.07% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
2,158
shares
|
$288,567
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,155
shares
|
$288,166
0.02% of portfolio
|
Q2 2022
Reduced 2.88%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
2,154
shares
|
$288,032
0.09% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
2,152
shares
|
$287,765
0.06% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
2,144
shares
|
$286,695
0.11% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
2,133
shares
|
$285,224
0.23% of portfolio
|
Q4 2024
Added 126.43%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,121
shares
|
$283,620
0.01% of portfolio
|
Q3 2024
Added 19.83%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
2,118
shares
|
$283,218
0.01% of portfolio
|
Q3 2024
Added 0.05%
|