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 |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
51,333
shares
|
$6.9 Million
0.24% of portfolio
|
Q3 2024
Reduced 44.97%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
49,829
shares
|
$6.7 Million
2.42% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
48,994
shares
|
$6.59 Million
3.07% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
48,588
shares
|
$6.53 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Nov 01, 2024 Q3 2024 |
48,467
shares
|
$6.52 Million
5.28% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
47,122
shares
|
$6.34 Million
4.66% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
46,959
shares
|
$6.31 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
45,177
shares
|
$6.07 Million
2.28% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
44,754
shares
|
$6.02 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
43,784
shares
|
$5.89 Million
0.45% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
43,748
shares
|
$5.88 Million
0.48% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
43,737
shares
|
$5.88 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
42,862
shares
|
$5.76 Million
2.15% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
42,476
shares
|
$5.71 Million
0.02% of portfolio
|
Q4 2024
Added 13.48%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
42,184
shares
|
$5.67 Million
0.16% of portfolio
|
Q3 2024
Reduced 92.4%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
41,837
shares
|
$5.62 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
41,553
shares
|
$5.59 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
41,260
shares
|
$5.55 Million
4.98% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
40,638
shares
|
$5.46 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
38,747
shares
|
$5.21 Million
0.2% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
38,405
shares
|
$5.16 Million
0.05% of portfolio
|
Q3 2024
Added 14.55%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
37,446
shares
|
$5.03 Million
0.06% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
37,303
shares
|
$5.02 Million
0.63% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
37,267
shares
|
$5.01 Million
0.02% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
37,043
shares
|
$4.98 Million
0.02% of portfolio
|
Q3 2024
Added 1.4%
|