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 |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
784
shares
|
$104,836
0.04% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
751
shares
|
$100,423
0.01% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
748
shares
|
$100,022
0.01% of portfolio
|
Q4 2023
Added 11.31%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
746
shares
|
$99,755
0.01% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
726
shares
|
$97,080
0.01% of portfolio
|
Q3 2024
Reduced 46.97%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
717
shares
|
$95,877
0.01% of portfolio
|
Q2 2023
Reduced 6.15%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
716
shares
|
$95,743
0.05% of portfolio
|
Q1 2022
Added 3.17%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
685
shares
|
$91,598
0.01% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
679
shares
|
$90,795
0.03% of portfolio
|
Q4 2023
Reduced 11.24%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
664
shares
|
$88,790
0.01% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
660
shares
|
$88,255
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
660
shares
|
$88,255
0.0% of portfolio
|
Q4 2023
Reduced 27.55%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
654
shares
|
$87,452
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
617
shares
|
$82,505
0.01% of portfolio
|
Q3 2022
Added 0.65%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jan 28, 2025 Q4 2024 |
615
shares
|
$82,237
0.0% of portfolio
|
Q4 2024
Reduced 41.76%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
612
shares
|
$81,836
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
611
shares
|
$81,702
0.01% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
606
shares
|
$81,034
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
596
shares
|
$79,697
0.03% of portfolio
|
Q2 2021
Reduced 9.15%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
586
shares
|
$78,359
0.01% of portfolio
|
Q3 2024
Added 11.2%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
573
shares
|
$76,621
0.04% of portfolio
|
Q3 2024
Reduced 92.14%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
569
shares
|
$76,086
0.02% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
563
shares
|
$75,284
0.01% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
556
shares
|
$74,348
0.01% of portfolio
|
Q1 2024
Added 4.91%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
556
shares
|
$74,348
0.01% of portfolio
|
Q3 2024
New holding
|