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 |
|---|---|---|---|---|---|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
335
shares
|
$44,796
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
319
shares
|
$42,656
0.0% of portfolio
|
Q4 2024
Added 81.25%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
315
shares
|
$42,121
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
303
shares
|
$40,517
0.01% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
293
shares
|
$39,179
0.03% of portfolio
|
Q2 2023
Added 128.91%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
290
shares
|
$38,778
0.01% of portfolio
|
Q3 2024
Reduced 19.89%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
284
shares
|
$37,976
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
279
shares
|
$37,307
0.03% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
271
shares
|
$36,238
0.0% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
270
shares
|
$36,104
0.04% of portfolio
|
Q1 2023
Reduced 75.57%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
266
shares
|
$35,569
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
266
shares
|
$35,569
0.01% of portfolio
|
Q2 2024
Reduced 66.96%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
263
shares
|
$35,168
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
260
shares
|
$34,767
0.0% of portfolio
|
Q3 2021
Reduced 14.19%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
259
shares
|
$34,633
0.01% of portfolio
|
Q1 2020
Added 123.28%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
254
shares
|
$33,964
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
253
shares
|
$33,831
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
250
shares
|
$33,430
0.0% of portfolio
|
Q2 2024
Reduced 38.42%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
249
shares
|
$33,296
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
249
shares
|
$33,296
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
248
shares
|
$33,162
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
248
shares
|
$33,162
0.0% of portfolio
|
Q3 2022
Reduced 51.18%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
247
shares
|
$33,028
0.02% of portfolio
|
Q2 2024
Reduced 84.51%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
243
shares
|
$32,493
0.0% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
240
shares
|
$32,092
0.01% of portfolio
|
Q2 2023
Reduced 35.14%
|