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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
7,107
shares
|
$889,156
0.35% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
7,106
shares
|
$889,031
0.35% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
6,955
shares
|
$870,140
0.09% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
6,950
shares
|
$869,514
0.06% of portfolio
|
Q4 2024
Added 516.68%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
6,909
shares
|
$864,384
0.02% of portfolio
|
Q4 2022
Reduced 1.43%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
6,884
shares
|
$861,257
0.06% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
6,865
shares
|
$858,880
0.07% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
6,813
shares
|
$852,374
0.0% of portfolio
|
Q4 2024
Added 44.8%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
6,666
shares
|
$833,983
0.03% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
6,656
shares
|
$832,732
0.03% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
6,649
shares
|
$831,856
0.23% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
6,609
shares
|
$826,851
0.23% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
6,565
shares
|
$821,347
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
6,543
shares
|
$818,594
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,521
shares
|
$815,842
0.33% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Revolve Wealth Partners, LLC
|
Mar 19, 2025 Q4 2024 |
6,439
shares
|
$805,583
0.13% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
6,411
shares
|
$802,080
0.09% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,312
shares
|
$789,694
0.05% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
6,225
shares
|
$778,809
0.27% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
6,200
shares
|
$775,682
0.01% of portfolio
|
Q4 2024
Added 14.81%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
6,171
shares
|
$772,053
0.04% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,150
shares
|
$769,426
0.19% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
6,139
shares
|
$768,050
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
6,118
shares
|
$765,422
0.52% of portfolio
|
Q4 2024
Added 0.16%
|