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 953 institutions that hold shares in the stock, with a total of 93.5 Million shares, which have been reported (via 13F filing form) to have a value of $12.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
1,623
shares
|
$217,027
0.07% of portfolio
|
Q4 2023
Reduced 3.91%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,621
shares
|
$216,760
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
1,620
shares
|
$216,626
0.05% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,620
shares
|
$216,626
0.13% of portfolio
|
Q4 2019
New holding
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
1,617
shares
|
$216,225
0.04% of portfolio
|
Q4 2024
Reduced 14.98%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
1,602
shares
|
$214,219
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,598
shares
|
$213,684
0.03% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
La Fleur & Godfrey LLC
|
Jan 16, 2025 Q4 2024 |
1,590
shares
|
$212,614
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
1,566
shares
|
$209,405
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,520
shares
|
$203,254
0.0% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,490
shares
|
$199,242
0.04% of portfolio
|
Q1 2023
Reduced 99.06%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,488
shares
|
$198,975
0.0% of portfolio
|
Q3 2022
Added 194.07%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,472
shares
|
$196,835
0.16% of portfolio
|
Q3 2024
Reduced 89.65%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
1,464
shares
|
$195,766
0.08% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
1,430
shares
|
$191,219
0.0% of portfolio
|
Q4 2022
Reduced 2.85%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,396
shares
|
$186,673
0.04% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,318
shares
|
$176,242
0.03% of portfolio
|
Q1 2024
Added 2765.22%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,305
shares
|
$174,504
0.02% of portfolio
|
Q1 2017
Reduced 95.4%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,295
shares
|
$173,167
0.0% of portfolio
|
Q4 2023
Added 67.96%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,291
shares
|
$172,632
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,283
shares
|
$171,562
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,250
shares
|
$167,150
0.01% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,237
shares
|
$165,411
0.01% of portfolio
|
Q2 2024
Added 55.21%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,217
shares
|
$162,737
0.04% of portfolio
|
Q1 2022
Added 3.93%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,217
shares
|
$162,737
0.04% of portfolio
|
Q1 2023
Added 349.08%
|