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 |
|---|---|---|---|---|---|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
540
shares
|
$72,208
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
524
shares
|
$70,069
0.02% of portfolio
|
Q4 2022
Added 25.06%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
520
shares
|
$69,534
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
517
shares
|
$69,133
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
516
shares
|
$68,999
0.02% of portfolio
|
Q2 2023
Added 8.63%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
516
shares
|
$68,999
0.03% of portfolio
|
Q4 2023
Reduced 42.09%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
494
shares
|
$66,057
0.0% of portfolio
|
Q3 2024
Reduced 33.69%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
475
shares
|
$63,517
0.04% of portfolio
|
Q2 2024
Reduced 4.04%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
466
shares
|
$62,313
0.01% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
465
shares
|
$62,179
0.02% of portfolio
|
Q3 2024
Added 5066.67%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
450
shares
|
$60,174
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
440
shares
|
$58,836
0.0% of portfolio
|
Q3 2024
Reduced 90.76%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
433
shares
|
$57,900
0.01% of portfolio
|
Q2 2023
Reduced 6.07%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
427
shares
|
$57,098
0.0% of portfolio
|
Q3 2024
Added 1086.11%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
415
shares
|
$55,493
0.02% of portfolio
|
Q3 2024
Reduced 32.19%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
400
shares
|
$53,488
0.0% of portfolio
|
Q1 2023
Reduced 69.23%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
399
shares
|
$53,354
0.01% of portfolio
|
Q3 2024
Reduced 34.16%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
397
shares
|
$53,086
0.01% of portfolio
|
Q4 2022
Reduced 4.11%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
396
shares
|
$52,953
0.01% of portfolio
|
Q1 2024
Added 27.74%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
391
shares
|
$52,284
0.02% of portfolio
|
Q2 2024
Reduced 46.44%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
387
shares
|
$51,749
0.01% of portfolio
|
Q3 2024
Reduced 40.55%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
375
shares
|
$50,145
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
375
shares
|
$50,145
0.0% of portfolio
|
Q1 2023
Reduced 60.65%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
362
shares
|
$48,406
0.02% of portfolio
|
Q1 2023
Reduced 12.14%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
350
shares
|
$46,802
0.02% of portfolio
|
Q3 2023
New holding
|