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 968 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 |
|---|---|---|---|---|---|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
175,216
shares
|
$23.4 Million
6.87% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
168,928
shares
|
$22.6 Million
0.01% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
163,216
shares
|
$21.8 Million
2.71% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
161,262
shares
|
$21.6 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
161,250
shares
|
$21.6 Million
2.49% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
158,165
shares
|
$21.1 Million
0.49% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
158,113
shares
|
$21.1 Million
0.03% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
153,495
shares
|
$20.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
152,168
shares
|
$20.3 Million
2.86% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Bishop & CO Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
140,197
shares
|
$18.7 Million
7.06% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
139,379
shares
|
$18.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 41.17%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
138,238
shares
|
$18.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jan 06, 2025 Q4 2024 |
129,322
shares
|
$17.3 Million
9.9% of portfolio
|
Q1 2024
Added 3.2%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Oct 30, 2024 Q3 2024 |
129,141
shares
|
$17.3 Million
6.07% of portfolio
|
Q3 2024
Reduced 9.93%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
129,108
shares
|
$17.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
127,189
shares
|
$17 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
126,497
shares
|
$16.9 Million
0.0% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
123,366
shares
|
$16.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
118,462
shares
|
$15.8 Million
0.2% of portfolio
|
Q3 2024
Reduced 92.99%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
115,561
shares
|
$15.5 Million
6.12% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
114,891
shares
|
$15.4 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
114,148
shares
|
$15.3 Million
0.03% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
111,846
shares
|
$15 Million
0.14% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
110,605
shares
|
$14.8 Million
0.66% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
109,967
shares
|
$14.7 Million
0.22% of portfolio
|
Q3 2024
Reduced 40.34%
|