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 |
|---|---|---|---|---|---|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
396
shares
|
$46,922
0.01% of portfolio
|
Q1 2024
Added 27.74%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
392
shares
|
$46,448
0.03% of portfolio
|
Q4 2024
Added 96.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
391
shares
|
$46,329
0.02% of portfolio
|
Q2 2024
Reduced 46.44%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
390
shares
|
$46,211
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
375
shares
|
$44,433
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
375
shares
|
$44,433
0.0% of portfolio
|
Q1 2023
Reduced 60.65%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
350
shares
|
$41,471
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
341
shares
|
$40,405
0.0% of portfolio
|
Q4 2024
Reduced 80.14%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
339
shares
|
$40,168
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
335
shares
|
$39,694
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
329
shares
|
$38,983
0.0% of portfolio
|
Q4 2024
Added 31.6%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
325
shares
|
$38,509
0.01% of portfolio
|
Q1 2025
Added 25.48%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
309
shares
|
$36,613
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
303
shares
|
$35,902
0.01% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
300
shares
|
$35,547
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
293
shares
|
$34,717
0.04% of portfolio
|
Q2 2023
Added 128.91%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
284
shares
|
$33,651
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
279
shares
|
$33,058
0.03% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
272
shares
|
$32,229
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
270
shares
|
$31,992
0.04% of portfolio
|
Q1 2023
Reduced 75.57%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Feb 12, 2025 Q4 2024 |
268
shares
|
$31,755
0.0% of portfolio
|
Q4 2024
Added 405.66%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
266
shares
|
$31,518
0.01% of portfolio
|
Q2 2024
Reduced 66.96%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
266
shares
|
$31,518
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
264
shares
|
$31,281
0.01% of portfolio
|
Q4 2024
Added 42.7%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
263
shares
|
$31,162
0.0% of portfolio
|
Q2 2024
New holding
|