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 |
|---|---|---|---|---|---|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
2,102
shares
|
$281,079
0.01% of portfolio
|
Q3 2024
Added 18.62%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
2,100
shares
|
$280,812
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
2,093
shares
|
$279,875
0.11% of portfolio
|
Q2 2024
Reduced 25.49%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
2,070
shares
|
$276,800
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
2,063
shares
|
$275,864
0.06% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
2,060
shares
|
$275,463
0.13% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
2,057
shares
|
$275,062
0.12% of portfolio
|
Q2 2024
Reduced 29.07%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
2,039
shares
|
$272,655
0.21% of portfolio
|
Q4 2024
Reduced 14.54%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2024 Q3 2024 |
2,035
shares
|
$272,120
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
2,029
shares
|
$271,317
0.01% of portfolio
|
Q3 2024
Added 15.81%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
2,028
shares
|
$271,184
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
2,019
shares
|
$269,980
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
2,016
shares
|
$269,579
0.05% of portfolio
|
Q3 2024
Added 11.57%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
2,016
shares
|
$269,579
0.05% of portfolio
|
Q4 2024
Reduced 38.65%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
2,014
shares
|
$269,312
0.01% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
2,005
shares
|
$268,108
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
2,000
shares
|
$267,440
0.04% of portfolio
|
Q3 2024
Reduced 16.84%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,988
shares
|
$265,835
0.08% of portfolio
|
Q2 2023
Added 8.16%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
1,985
shares
|
$265,434
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
1,981
shares
|
$264,899
0.03% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
1,973
shares
|
$263,829
0.05% of portfolio
|
Q1 2023
Reduced 1.6%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
1,970
shares
|
$263,428
0.18% of portfolio
|
Q4 2024
Added 295.58%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
1,962
shares
|
$262,358
0.01% of portfolio
|
Q2 2024
Added 10.66%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
1,937
shares
|
$259,015
0.03% of portfolio
|
Q2 2023
Reduced 10.57%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,932
shares
|
$258,347
0.12% of portfolio
|
Q3 2024
Added 11.61%
|