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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
1,727
shares
|
$230,934
0.01% of portfolio
|
Q4 2024
Reduced 13.17%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
1,723
shares
|
$230,399
0.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
1,718
shares
|
$229,730
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,717
shares
|
$229,597
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
1,713
shares
|
$229,062
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
1,711
shares
|
$228,794
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
1,711
shares
|
$228,794
0.16% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,708
shares
|
$228,393
0.02% of portfolio
|
Q3 2024
Reduced 17.41%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,707
shares
|
$228,260
0.13% of portfolio
|
Q2 2022
Reduced 71.85%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
1,702
shares
|
$227,591
0.6% of portfolio
|
Q2 2024
Reduced 12.58%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,702
shares
|
$227,591
0.03% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
1,701
shares
|
$227,457
0.06% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
1,695
shares
|
$226,655
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,685
shares
|
$225,318
0.01% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
1,682
shares
|
$224,917
0.0% of portfolio
|
Q1 2024
Reduced 4.81%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,682
shares
|
$224,917
0.02% of portfolio
|
Q2 2023
Reduced 19.21%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,682
shares
|
$224,917
0.02% of portfolio
|
Q2 2023
Reduced 19.21%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,680
shares
|
$224,649
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
1,666
shares
|
$222,777
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
1,666
shares
|
$222,777
0.0% of portfolio
|
Q1 2024
Reduced 4.03%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
1,663
shares
|
$222,376
0.03% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
1,663
shares
|
$222,376
0.0% of portfolio
|
Q1 2024
Added 1.68%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
1,661
shares
|
$222,108
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
1,660
shares
|
$221,975
0.0% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
1,660
shares
|
$221,975
0.03% of portfolio
|
Q1 2024
New holding
|