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 |
|---|---|---|---|---|---|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
173
shares
|
$23,133
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
165
shares
|
$22,063
0.01% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
163
shares
|
$21,796
0.02% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
150
shares
|
$20,058
0.01% of portfolio
|
Q4 2023
Reduced 31.51%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
148
shares
|
$19,790
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
144
shares
|
$19,255
0.0% of portfolio
|
Q2 2024
Added 92.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
136
shares
|
$18,185
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
127
shares
|
$16,982
0.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
126
shares
|
$16,848
0.01% of portfolio
|
Q4 2022
Reduced 62.61%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
117
shares
|
$15,645
0.0% of portfolio
|
Q2 2023
Reduced 53.94%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
116
shares
|
$15,511
0.0% of portfolio
|
Q2 2024
Reduced 35.56%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
114
shares
|
$15,244
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
113
shares
|
$15,110
0.0% of portfolio
|
Q2 2024
Reduced 40.53%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
111
shares
|
$14,842
0.0% of portfolio
|
Q2 2024
Reduced 72.99%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
110
shares
|
$14,709
0.0% of portfolio
|
Q3 2019
Reduced 45.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
109
shares
|
$14,575
0.01% of portfolio
|
Q1 2023
Added 808.33%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
107
shares
|
$14,308
0.0% of portfolio
|
Q4 2024
Reduced 86.35%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
103
shares
|
$13,773
0.01% of portfolio
|
Q3 2024
Reduced 23.13%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
99
shares
|
$13,238
0.01% of portfolio
|
Q2 2024
Reduced 59.09%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
96
shares
|
$12,837
0.0% of portfolio
|
Q3 2021
Reduced 48.66%
|
|
|
Alaska Permanent Capital Management
|
Nov 04, 2024 Q3 2024 |
96
shares
|
$12,837
0.0% of portfolio
|
Q4 2023
Reduced 98.17%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
96
shares
|
$12,837
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
95
shares
|
$12,703
0.0% of portfolio
|
Q4 2023
Added 1.06%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
94
shares
|
$12,569
0.0% of portfolio
|
Q4 2024
Reduced 40.88%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
92
shares
|
$12,302
0.0% of portfolio
|
Q3 2024
New holding
|