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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,396
shares
|
$185,681
0.04% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,318
shares
|
$175,307
0.03% of portfolio
|
Q1 2024
Added 2765.22%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,305
shares
|
$173,578
0.02% of portfolio
|
Q1 2017
Reduced 95.4%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,295
shares
|
$172,247
0.0% of portfolio
|
Q4 2023
Added 67.96%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,291
shares
|
$171,715
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,283
shares
|
$170,651
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,250
shares
|
$166,262
0.01% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,237
shares
|
$164,533
0.01% of portfolio
|
Q2 2024
Added 55.21%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,217
shares
|
$161,873
0.04% of portfolio
|
Q1 2023
Added 349.08%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,217
shares
|
$161,873
0.04% of portfolio
|
Q1 2022
Added 3.93%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
1,179
shares
|
$156,818
0.03% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
1,159
shares
|
$154,158
0.06% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,149
shares
|
$152,828
0.01% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,127
shares
|
$149,902
0.01% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1,114
shares
|
$148,173
0.01% of portfolio
|
Q2 2023
Added 3.05%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
1,108
shares
|
$147,375
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,093
shares
|
$145,379
0.03% of portfolio
|
Q4 2023
Reduced 0.45%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
1,068
shares
|
$142,054
0.06% of portfolio
|
Q4 2024
Reduced 27.05%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
1,044
shares
|
$138,862
0.05% of portfolio
|
Q4 2024
Reduced 12.93%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,044
shares
|
$138,862
0.03% of portfolio
|
Q2 2022
Reduced 4.04%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,019
shares
|
$135,537
0.01% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,005
shares
|
$133,675
0.01% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
990
shares
|
$131,679
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
973
shares
|
$129,418
0.04% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
961
shares
|
$127,822
0.02% of portfolio
|
Q1 2020
Added 10.97%
|