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 |
|---|---|---|---|---|---|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
80,163
shares
|
$9.93 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
79,252
shares
|
$9.82 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
78,544
shares
|
$9.73 Million
0.08% of portfolio
|
Q4 2024
Added 10.63%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
78,533
shares
|
$9.73 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
78,250
shares
|
$9.69 Million
0.08% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
75,056
shares
|
$9.3 Million
0.17% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
72,882
shares
|
$9.03 Million
1.41% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
70,568
shares
|
$8.74 Million
0.03% of portfolio
|
Q4 2024
Added 14.91%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
69,803
shares
|
$8.65 Million
2.03% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
69,780
shares
|
$8.64 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
65,796
shares
|
$8.15 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
62,389
shares
|
$7.73 Million
1.14% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
61,741
shares
|
$7.65 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
60,882
shares
|
$7.54 Million
0.29% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
60,010
shares
|
$7.43 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
59,958
shares
|
$7.43 Million
0.21% of portfolio
|
Q1 2024
Reduced 3.3%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
58,954
shares
|
$7.3 Million
0.02% of portfolio
|
Q3 2023
Reduced 22.36%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
58,855
shares
|
$7.29 Million
0.16% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
58,148
shares
|
$7.2 Million
0.19% of portfolio
|
Q4 2023
Added 13.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
56,732
shares
|
$7.03 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
56,291
shares
|
$6.97 Million
0.02% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
56,076
shares
|
$6.95 Million
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
55,548
shares
|
$6.88 Million
4.73% of portfolio
|
Q4 2024
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
54,711
shares
|
$6.78 Million
0.03% of portfolio
|
Q4 2024
Added 360.18%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
54,688
shares
|
$6.77 Million
0.07% of portfolio
|
Q4 2024
Added 347.68%
|