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 $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
12,370
shares
|
$1.55 Million
0.02% of portfolio
|
Q4 2024
Added 62.59%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,298
shares
|
$1.54 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
12,128
shares
|
$1.52 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
12,086
shares
|
$1.51 Million
0.09% of portfolio
|
Q4 2024
Added 17.92%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
11,926
shares
|
$1.49 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
11,900
shares
|
$1.49 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
11,876
shares
|
$1.49 Million
1.02% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
11,798
shares
|
$1.48 Million
0.17% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
11,735
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2024
Added 49.7%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
11,674
shares
|
$1.46 Million
0.87% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
11,673
shares
|
$1.46 Million
1.09% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
11,638
shares
|
$1.46 Million
0.28% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
11,605
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Added 32.72%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
11,561
shares
|
$1.45 Million
0.04% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
11,539
shares
|
$1.44 Million
0.03% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
11,503
shares
|
$1.44 Million
0.19% of portfolio
|
Q4 2024
Reduced 8.45%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
11,424
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
11,407
shares
|
$1.43 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
11,367
shares
|
$1.42 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
11,321
shares
|
$1.42 Million
0.14% of portfolio
|
Q4 2024
Added 79.93%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
11,282
shares
|
$1.41 Million
0.2% of portfolio
|
Q4 2024
Added 1453.99%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
11,278
shares
|
$1.41 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.78%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
11,263
shares
|
$1.41 Million
0.08% of portfolio
|
Q3 2022
Reduced 2.14%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,197
shares
|
$1.4 Million
0.27% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
11,183
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Added 2.77%
|