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 $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
15,534
shares
|
$1.96 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
15,347
shares
|
$1.93 Million
0.2% of portfolio
|
Q4 2023
Added 2.36%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
15,110
shares
|
$1.9 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
14,561
shares
|
$1.83 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
14,478
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
14,474
shares
|
$1.82 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
14,315
shares
|
$1.8 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
13,958
shares
|
$1.76 Million
0.15% of portfolio
|
Q4 2024
Reduced 75.27%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
13,885
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
13,829
shares
|
$1.74 Million
0.13% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
13,781
shares
|
$1.73 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Home Federal Bank Of Tennessee
|
Jan 24, 2025 Q4 2024 |
13,768
shares
|
$1.73 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
13,592
shares
|
$1.71 Million
0.73% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Boston Partners
Boston, MA |
Feb 10, 2025 Q4 2024 |
13,545
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Added 72.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
13,512
shares
|
$1.7 Million
0.03% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
13,347
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
13,193
shares
|
$1.66 Million
0.02% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
13,165
shares
|
$1.66 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
13,038
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,020
shares
|
$1.64 Million
0.01% of portfolio
|
Q4 2024
Reduced 41.97%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
12,981
shares
|
$1.63 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Bhk Investment Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
12,661
shares
|
$1.59 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
12,585
shares
|
$1.58 Million
0.7% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
12,468
shares
|
$1.57 Million
0.49% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,466
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2022
Added 55.48%
|