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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
22,446
shares
|
$2.78 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
22,236
shares
|
$2.75 Million
1.96% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
21,901
shares
|
$2.71 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
21,763
shares
|
$2.7 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
|
$2.66 Million
0.1% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
21,163
shares
|
$2.62 Million
0.05% of portfolio
|
Q4 2024
Added 795.98%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
21,069
shares
|
$2.61 Million
0.75% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
20,785
shares
|
$2.57 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
20,699
shares
|
$2.56 Million
0.93% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
20,670
shares
|
$2.56 Million
0.08% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
20,390
shares
|
$2.53 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
19,894
shares
|
$2.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
19,817
shares
|
$2.45 Million
0.91% of portfolio
|
Q2 2023
Reduced 8.75%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
19,680
shares
|
$2.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 51.57%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
19,632
shares
|
$2.43 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
19,592
shares
|
$2.43 Million
0.09% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
19,548
shares
|
$2.42 Million
1.1% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
19,383
shares
|
$2.4 Million
0.04% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
19,170
shares
|
$2.37 Million
0.08% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
18,670
shares
|
$2.31 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
18,600
shares
|
$2.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
18,469
shares
|
$2.29 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
18,438
shares
|
$2.28 Million
1.79% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
18,383
shares
|
$2.28 Million
0.0% of portfolio
|
Q2 2024
Added 7.11%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
18,347
shares
|
$2.27 Million
0.08% of portfolio
|
Q4 2024
Added 0.11%
|