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 |
|---|---|---|---|---|---|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
240
shares
|
$32,092
0.04% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
232
shares
|
$31,023
0.01% of portfolio
|
Q3 2024
Added 110.91%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
231
shares
|
$30,889
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
225
shares
|
$30,087
0.0% of portfolio
|
Q1 2024
Added 36.36%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
223
shares
|
$29,819
0.01% of portfolio
|
Q2 2022
Reduced 3.14%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
221
shares
|
$29,552
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
220
shares
|
$29,418
0.02% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
214
shares
|
$28,616
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
207
shares
|
$27,680
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
203
shares
|
$27,145
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
203
shares
|
$27,145
0.0% of portfolio
|
Q3 2024
Added 48.18%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
203
shares
|
$27,145
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
200
shares
|
$26,744
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
200
shares
|
$26,744
0.01% of portfolio
|
Q2 2024
Reduced 96.66%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
197
shares
|
$26,342
0.01% of portfolio
|
Q4 2022
Reduced 34.33%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
196
shares
|
$26,209
0.01% of portfolio
|
Q3 2024
Added 63.33%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
193
shares
|
$25,807
0.01% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
192
shares
|
$25,674
0.01% of portfolio
|
Q2 2023
Reduced 16.52%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
190
shares
|
$25,406
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
189
shares
|
$25,273
0.0% of portfolio
|
Q2 2023
Added 45.38%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
185
shares
|
$24,738
0.0% of portfolio
|
Q2 2024
Added 825.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
182
shares
|
$24,337
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
181
shares
|
$24,203
0.0% of portfolio
|
Q3 2024
Reduced 58.96%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
180
shares
|
$24,069
0.0% of portfolio
|
Q3 2024
Added 800.0%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
176
shares
|
$23,534
0.0% of portfolio
|
Q4 2024
New holding
|