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 $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
2,802
shares
|
$332,008
0.06% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
2,797
shares
|
$331,416
0.05% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,788
shares
|
$330,350
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Leeward Investments, LLC Ma
|
Feb 03, 2025 Q4 2024 |
2,757
shares
|
$326,676
0.02% of portfolio
|
Q4 2024
Added 8.89%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
2,754
shares
|
$326,321
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
2,752
shares
|
$326,084
0.04% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
2,752
shares
|
$326,084
0.01% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
2,732
shares
|
$323,714
0.06% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Villere St Denis J & CO LLC
|
Jan 30, 2025 Q4 2024 |
2,731
shares
|
$323,596
0.03% of portfolio
|
Q2 2024
Added 34.33%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,731
shares
|
$323,596
0.03% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
2,719
shares
|
$322,174
0.02% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,700
shares
|
$319,923
0.01% of portfolio
|
Q4 2024
Added 27.3%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 30, 2025 Q4 2024 |
2,693
shares
|
$319,093
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
2,684
shares
|
$318,027
0.16% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
2,682
shares
|
$317,790
0.02% of portfolio
|
Q4 2024
Added 33.77%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
2,666
shares
|
$315,894
0.13% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
2,665
shares
|
$315,775
0.12% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
2,656
shares
|
$314,709
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
2,652
shares
|
$314,235
0.0% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
2,644
shares
|
$313,287
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
2,626
shares
|
$311,154
0.05% of portfolio
|
Q1 2024
Added 32.23%
|
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
2,619
shares
|
$310,325
0.03% of portfolio
|
Q1 2023
Reduced 38.33%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,612
shares
|
$309,495
0.05% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
2,607
shares
|
$308,903
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
2,598
shares
|
$307,837
0.01% of portfolio
|
Q4 2024
Reduced 9.79%
|