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 |
|---|---|---|---|---|---|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Feb 12, 2025 Q4 2024 |
40,417
shares
|
$5.01 Million
4.97% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
39,730
shares
|
$4.92 Million
0.09% of portfolio
|
Q4 2024
Added 521.66%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
39,623
shares
|
$4.91 Million
0.04% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
38,500
shares
|
$4.77 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
37,446
shares
|
$4.64 Million
0.06% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
36,373
shares
|
$4.51 Million
0.05% of portfolio
|
Q4 2024
Added 24.28%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
35,748
shares
|
$4.43 Million
0.6% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
35,480
shares
|
$4.4 Million
1.91% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
34,464
shares
|
$4.27 Million
0.02% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
34,151
shares
|
$4.23 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
33,975
shares
|
$4.21 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
33,172
shares
|
$4.11 Million
1.41% of portfolio
|
Q4 2023
Reduced 4.29%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
31,627
shares
|
$3.92 Million
0.14% of portfolio
|
Q1 2023
Reduced 3.49%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
31,530
shares
|
$3.91 Million
0.5% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
31,464
shares
|
$3.9 Million
0.05% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
31,245
shares
|
$3.87 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
30,775
shares
|
$3.81 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
30,708
shares
|
$3.8 Million
0.0% of portfolio
|
Q2 2023
Added 5.68%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
30,406
shares
|
$3.77 Million
1.43% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
30,000
shares
|
$3.72 Million
1.17% of portfolio
|
Q2 2022
Reduced 9.29%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
29,991
shares
|
$3.72 Million
0.06% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
29,026
shares
|
$3.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
28,477
shares
|
$3.53 Million
1.28% of portfolio
|
Q1 2024
Reduced 4.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
28,201
shares
|
$3.49 Million
0.05% of portfolio
|
Q4 2024
Added 23.22%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
28,033
shares
|
$3.47 Million
1.06% of portfolio
|
Q4 2024
Added 9.14%
|