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 |
|---|---|---|---|---|---|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,914
shares
|
$255,940
0.07% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
1,912
shares
|
$255,672
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,902
shares
|
$254,335
0.01% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
1,902
shares
|
$254,335
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
1,896
shares
|
$253,533
0.1% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
1,891
shares
|
$252,864
0.04% of portfolio
|
Q2 2024
Reduced 12.74%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
1,886
shares
|
$252,195
0.01% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
1,884
shares
|
$251,928
0.02% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,883
shares
|
$251,794
0.01% of portfolio
|
Q4 2023
Added 4.73%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
1,878
shares
|
$251,126
0.02% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,858
shares
|
$248,451
0.1% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
1,856
shares
|
$248,184
0.02% of portfolio
|
Q4 2024
Reduced 13.51%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
1,842
shares
|
$246,312
0.02% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
1,834
shares
|
$245,242
0.02% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
1,821
shares
|
$243,504
0.07% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
1,803
shares
|
$241,097
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
1,797
shares
|
$240,294
0.04% of portfolio
|
Q4 2022
Reduced 0.88%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
1,795
shares
|
$240,027
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
1,787
shares
|
$238,957
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
1,783
shares
|
$238,422
0.01% of portfolio
|
Q1 2024
Reduced 2.99%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2024 Q3 2024 |
1,781
shares
|
$238,155
0.04% of portfolio
|
Q4 2023
Reduced 10.1%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
1,770
shares
|
$236,684
0.02% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
1,763
shares
|
$235,748
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
1,755
shares
|
$234,678
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
1,736
shares
|
$232,137
0.08% of portfolio
|
Q4 2024
New holding
|