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 1,024 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 |
|---|---|---|---|---|---|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,834
shares
|
$604,781
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
4,824
shares
|
$603,530
0.05% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
4,776
shares
|
$597,525
0.15% of portfolio
|
Q2 2024
Reduced 12.29%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,770
shares
|
$596,774
0.05% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
4,770
shares
|
$596,774
0.01% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
4,764
shares
|
$596,024
0.31% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
4,750
shares
|
$594,272
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Berkeley, Inc
Boise, ID |
Mar 28, 2025 Q4 2024 |
4,728
shares
|
$591,520
0.32% of portfolio
|
Q4 2024
Reduced 49.98%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,703
shares
|
$588,392
0.01% of portfolio
|
Q3 2023
Added 3.66%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
4,689
shares
|
$586,640
0.0% of portfolio
|
Q4 2024
Added 23.23%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
4,638
shares
|
$580,260
0.47% of portfolio
|
Q4 2024
Added 222.76%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
4,631
shares
|
$579,384
0.08% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,617
shares
|
$577,632
0.0% of portfolio
|
Q4 2022
Added 44.33%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
4,617
shares
|
$577,632
0.17% of portfolio
|
Q3 2023
Added 51.73%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
4,557
shares
|
$570,126
0.01% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
4,529
shares
|
$566,623
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
4,518
shares
|
$565,246
0.02% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
4,487
shares
|
$561,368
0.02% of portfolio
|
Q4 2024
Added 16.76%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
4,475
shares
|
$559,867
0.2% of portfolio
|
Q2 2024
Reduced 5.89%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
4,472
shares
|
$559,491
0.02% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
4,465
shares
|
$558,616
0.0% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
4,407
shares
|
$551,359
0.04% of portfolio
|
Q4 2024
Reduced 20.61%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
4,376
shares
|
$547,481
0.07% of portfolio
|
Q2 2018
Reduced 1.29%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
4,362
shares
|
$545,729
0.01% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
4,342
shares
|
$543,227
0.29% of portfolio
|
Q3 2024
Reduced 0.78%
|