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 968 institutions that hold shares in the stock, with a total of 93.6 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
27,719
shares
|
$3.71 Million
0.18% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
26,616
shares
|
$3.56 Million
0.51% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
26,003
shares
|
$3.48 Million
0.4% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
25,978
shares
|
$3.47 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,875
shares
|
$3.46 Million
0.11% of portfolio
|
Q2 2020
Reduced 46.91%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
25,563
shares
|
$3.42 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
25,008
shares
|
$3.34 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
24,701
shares
|
$3.3 Million
0.39% of portfolio
|
Q3 2024
Added 33.74%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
24,667
shares
|
$3.3 Million
0.86% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
24,602
shares
|
$3.29 Million
0.01% of portfolio
|
Q4 2024
Added 91.93%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
24,334
shares
|
$3.25 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
23,905
shares
|
$3.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
23,896
shares
|
$3.19 Million
0.01% of portfolio
|
Q3 2024
Added 76.41%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
23,819
shares
|
$3.18 Million
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
23,644
shares
|
$3.16 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
23,276
shares
|
$3.11 Million
0.19% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
22,951
shares
|
$3.07 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
22,886
shares
|
$3.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 20.39%
|
|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
22,592
shares
|
$3.02 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,438
shares
|
$3 Million
0.01% of portfolio
|
Q3 2024
Added 21.58%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
21,924
shares
|
$2.93 Million
0.25% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
21,763
shares
|
$2.91 Million
0.79% of portfolio
|
Q4 2024
Added 953.39%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
21,438
shares
|
$2.87 Million
0.1% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
21,163
shares
|
$2.83 Million
0.05% of portfolio
|
Q4 2024
Added 795.98%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
21,069
shares
|
$2.82 Million
0.75% of portfolio
|
Q3 2024
Reduced 8.47%
|