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 1,017 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 $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
12,943,315
shares
|
$1.7 Billion
5.15% of portfolio
|
Q2 2023
Added 0.76%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
9,320,249
shares
|
$1.22 Billion
1.15% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
7,929,895
shares
|
$1.04 Billion
0.07% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
4,251,283
shares
|
$557 Million
0.73% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
4,197,949
shares
|
$550 Million
0.05% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,069,223
shares
|
$533 Million
0.12% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
3,884,250
shares
|
$509 Million
1.81% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
3,629,178
shares
|
$475 Million
1.43% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,368,056
shares
|
$441 Million
0.09% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
2,570,252
shares
|
$337 Million
5.18% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
2,290,432
shares
|
$300 Million
1.86% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,148,301
shares
|
$281 Million
0.41% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,795,205
shares
|
$235 Million
0.56% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,695,569
shares
|
$222 Million
0.04% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,445,711
shares
|
$189 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,198,106
shares
|
$157 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,177,815
shares
|
$154 Million
9.66% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,102,590
shares
|
$144 Million
0.06% of portfolio
|
Q4 2024
Added 11.61%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
1,067,000
shares
|
$140 Million
0.14% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
966,560
shares
|
$127 Million
3.42% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
823,567
shares
|
$108 Million
1.56% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
772,732
shares
|
$101 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
755,279
shares
|
$98.9 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
727,460
shares
|
$95.3 Million
0.01% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Stephens Group Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
668,615
shares
|
$87.6 Million
7.2% of portfolio
|
Q4 2024
Reduced 0.23%
|