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 97.6 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Friday Financial
Dubuque, IA |
Feb 11, 2025 Q4 2024 |
3,994
shares
|
$499,689
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
3,971
shares
|
$496,811
0.02% of portfolio
|
Q4 2024
Added 31.75%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Feb 27, 2025 Q4 2024 |
3,962
shares
|
$495,685
0.2% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
3,925
shares
|
$491,056
0.33% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
3,911
shares
|
$489,305
0.19% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
3,905
shares
|
$488,554
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
3,903
shares
|
$488,304
0.02% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
3,883
shares
|
$485,802
0.01% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
3,829
shares
|
$479,046
0.03% of portfolio
|
Q1 2024
Reduced 11.55%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,826
shares
|
$478,670
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,814
shares
|
$477,169
0.08% of portfolio
|
Q3 2022
Reduced 3.71%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
3,802
shares
|
$475,668
0.03% of portfolio
|
Q4 2023
Reduced 3.8%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jan 22, 2025 Q4 2024 |
3,800
shares
|
$475,418
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
3,790
shares
|
$474,166
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,767
shares
|
$471,289
0.17% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
3,765
shares
|
$471,039
0.1% of portfolio
|
Q4 2024
Reduced 19.89%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
3,761
shares
|
$470,538
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
3,761
shares
|
$470,538
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
3,730
shares
|
$466,660
0.04% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
3,719
shares
|
$465,284
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,702
shares
|
$463,157
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,696
shares
|
$462,406
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
3,695
shares
|
$462,281
0.06% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
3,683
shares
|
$460,780
0.08% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
3,682
shares
|
$460,655
0.06% of portfolio
|
Q4 2024
Reduced 1.84%
|