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 |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
1,607
shares
|
$190,413
0.01% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,600
shares
|
$189,584
0.0% of portfolio
|
Q4 2024
Reduced 38.46%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
1,599
shares
|
$189,465
0.01% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
1,596
shares
|
$189,110
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,594
shares
|
$188,873
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
1,592
shares
|
$188,636
0.01% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
1,590
shares
|
$188,399
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
1,566
shares
|
$185,555
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Apr 16, 2025 Q1 2025 |
1,550
shares
|
$183,659
0.0% of portfolio
|
Q1 2025
Added 152.03%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
1,546
shares
|
$183,185
0.0% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,510
shares
|
$178,919
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,488
shares
|
$176,313
0.0% of portfolio
|
Q3 2022
Added 194.07%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,482
shares
|
$175,602
0.0% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
1,452
shares
|
$172,047
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
1,430
shares
|
$169,440
0.0% of portfolio
|
Q4 2022
Reduced 2.85%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,417
shares
|
$167,900
0.0% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,396
shares
|
$165,412
0.03% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,340
shares
|
$158,776
0.05% of portfolio
|
Q1 2025
Reduced 46.49%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,318
shares
|
$156,169
0.03% of portfolio
|
Q1 2024
Added 2765.22%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
1,305
shares
|
$154,629
0.02% of portfolio
|
Q1 2017
Reduced 95.4%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,291
shares
|
$152,970
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,283
shares
|
$152,022
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
1,250
shares
|
$148,112
0.01% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,217
shares
|
$144,202
0.04% of portfolio
|
Q1 2022
Added 3.93%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,217
shares
|
$144,202
0.04% of portfolio
|
Q1 2023
Added 349.08%
|