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 |
|---|---|---|---|---|---|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
8,107
shares
|
$1.01 Million
0.47% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
8,081
shares
|
$1.01 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
8,049
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 180.55%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
7,962
shares
|
$996,125
0.02% of portfolio
|
Q4 2024
Reduced 52.54%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
7,850
shares
|
$982,113
0.35% of portfolio
|
Q2 2023
Reduced 1.94%
|
|
|
Q3 Asset Management
|
Jan 24, 2025 Q4 2024 |
7,789
shares
|
$974,481
0.63% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
7,697
shares
|
$962,971
0.07% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
7,691
shares
|
$962,221
0.07% of portfolio
|
Q4 2024
Reduced 45.03%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
7,628
shares
|
$954,339
0.44% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
7,536
shares
|
$942,828
0.11% of portfolio
|
Q2 2022
Reduced 11.72%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
7,524
shares
|
$941,327
0.03% of portfolio
|
Q4 2024
Added 53.24%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,509
shares
|
$939,450
0.01% of portfolio
|
Q2 2022
Reduced 7.11%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
7,453
shares
|
$932,444
0.02% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,447
shares
|
$931,694
0.07% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
7,442
shares
|
$931,068
0.01% of portfolio
|
Q4 2024
Reduced 30.5%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
7,436
shares
|
$930,317
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
7,387
shares
|
$924,187
0.69% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
7,380
shares
|
$923,311
0.03% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
7,362
shares
|
$921,059
0.59% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
7,359
shares
|
$920,684
0.04% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
7,346
shares
|
$919,058
1.14% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
7,256
shares
|
$907,798
0.48% of portfolio
|
Q3 2024
Reduced 41.95%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
7,253
shares
|
$907,422
0.08% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
7,248
shares
|
$906,797
0.03% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
7,203
shares
|
$901,167
0.19% of portfolio
|
Q4 2024
Reduced 1.37%
|