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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
2,593
shares
|
$307,244
0.01% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
2,587
shares
|
$306,533
0.18% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
2,585
shares
|
$306,296
0.11% of portfolio
|
Q4 2023
Reduced 76.35%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,585
shares
|
$306,296
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
2,578
shares
|
$305,467
0.0% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,577
shares
|
$305,348
0.12% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
2,571
shares
|
$304,637
0.09% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
2,570
shares
|
$304,519
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
2,564
shares
|
$303,808
0.02% of portfolio
|
Q1 2025
Added 27.31%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,563
shares
|
$303,689
0.1% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
2,552
shares
|
$302,386
0.29% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
2,547
shares
|
$301,794
0.02% of portfolio
|
Q4 2024
Added 14.68%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
2,546
shares
|
$301,675
0.02% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Feb 13, 2025 Q4 2024 |
2,541
shares
|
$301,083
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
2,533
shares
|
$300,135
0.02% of portfolio
|
Q4 2024
Added 86.94%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
2,528
shares
|
$299,542
0.01% of portfolio
|
Q4 2024
Added 34.25%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
2,514
shares
|
$297,883
0.03% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
2,509
shares
|
$297,291
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
2,500
shares
|
$296,225
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
2,500
shares
|
$296,225
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,497
shares
|
$295,869
0.05% of portfolio
|
Q4 2021
Added 0.2%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
2,487
shares
|
$294,684
0.09% of portfolio
|
Q2 2022
Reduced 0.12%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
2,476
shares
|
$293,381
0.06% of portfolio
|
Q1 2023
Reduced 0.84%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
2,465
shares
|
$292,077
0.1% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
2,458
shares
|
$291,248
0.01% of portfolio
|
Q4 2024
Added 42.16%
|