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 |
|---|---|---|---|---|---|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
2,451
shares
|
$290,418
0.11% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
2,447
shares
|
$289,945
0.02% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
2,417
shares
|
$286,390
0.01% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
2,398
shares
|
$284,139
0.02% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
2,352
shares
|
$278,688
0.07% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Pacific Financial Group Inc
|
Feb 14, 2025 Q4 2024 |
2,331
shares
|
$276,200
0.22% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
2,326
shares
|
$275,607
0.01% of portfolio
|
Q1 2025
Added 11.24%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
2,311
shares
|
$273,830
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
2,308
shares
|
$273,474
0.02% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
2,308
shares
|
$273,474
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
2,293
shares
|
$271,697
0.13% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Kilter Howling LLC
Boulder, CO |
Feb 13, 2025 Q4 2024 |
2,272
shares
|
$269,209
0.17% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
2,268
shares
|
$268,735
0.01% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
2,265
shares
|
$268,379
0.15% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
2,263
shares
|
$268,142
0.09% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
2,259
shares
|
$267,668
0.0% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
2,259
shares
|
$267,668
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
2,253
shares
|
$266,957
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
2,240
shares
|
$265,417
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
2,235
shares
|
$264,825
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
2,214
shares
|
$262,336
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
2,212
shares
|
$262,099
0.02% of portfolio
|
Q3 2024
Reduced 19.0%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
2,208
shares
|
$261,625
0.01% of portfolio
|
Q4 2024
Reduced 32.29%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,199
shares
|
$260,559
0.01% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
2,199
shares
|
$260,559
0.13% of portfolio
|
Q3 2024
Reduced 7.14%
|