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 1,022 institutions that hold shares in the stock, with a total of 97.4 Million shares, which have been reported (via 13F filing form) to have a value of $12.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
115,077
shares
|
$14.3 Million
6.05% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
114,998
shares
|
$14.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 61.38%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
114,891
shares
|
$14.2 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
114,359
shares
|
$14.2 Million
0.13% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
112,143
shares
|
$13.9 Million
0.01% of portfolio
|
Q4 2024
Added 19.43%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
110,631
shares
|
$13.7 Million
0.22% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
108,204
shares
|
$13.4 Million
0.41% of portfolio
|
Q4 2023
Reduced 6.28%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
106,162
shares
|
$13.2 Million
1.19% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
105,860
shares
|
$13.1 Million
0.01% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
104,548
shares
|
$13 Million
0.58% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
104,279
shares
|
$12.9 Million
0.03% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
104,136
shares
|
$12.9 Million
0.18% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
103,515
shares
|
$12.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
100,657
shares
|
$12.5 Million
0.19% of portfolio
|
Q4 2023
Reduced 17.76%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
98,870
shares
|
$12.2 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
96,293
shares
|
$11.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
94,931
shares
|
$11.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
93,004
shares
|
$11.5 Million
0.92% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
91,916
shares
|
$11.4 Million
1.87% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
90,620
shares
|
$11.2 Million
3.79% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
89,903
shares
|
$11.1 Million
0.41% of portfolio
|
Q4 2024
Added 37.04%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
89,632
shares
|
$11.1 Million
0.19% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
87,374
shares
|
$10.8 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
86,746
shares
|
$10.7 Million
0.17% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
82,014
shares
|
$10.2 Million
0.3% of portfolio
|
Q4 2024
Added 2.94%
|