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 1,024 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 $12.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
54,148
shares
|
$6.77 Million
0.25% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
54,074
shares
|
$6.77 Million
0.04% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
53,567
shares
|
$6.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
53,205
shares
|
$6.66 Million
0.38% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Feb 13, 2025 Q4 2024 |
53,120
shares
|
$6.65 Million
0.16% of portfolio
|
Q4 2024
Added 177.68%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
51,495
shares
|
$6.44 Million
2.12% of portfolio
|
Q1 2023
Added 6.93%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
49,829
shares
|
$6.23 Million
2.42% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Feb 04, 2025 Q4 2024 |
49,652
shares
|
$6.21 Million
5.12% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
49,527
shares
|
$6.2 Million
3.05% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
49,104
shares
|
$6.14 Million
0.08% of portfolio
|
Q4 2024
Added 49.33%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
48,588
shares
|
$6.08 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
47,744
shares
|
$5.97 Million
0.33% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
46,807
shares
|
$5.86 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
45,685
shares
|
$5.72 Million
2.81% of portfolio
|
Q4 2024
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
45,325
shares
|
$5.67 Million
4.01% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
44,391
shares
|
$5.55 Million
2.13% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
44,314
shares
|
$5.54 Million
2.23% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
43,811
shares
|
$5.48 Million
0.07% of portfolio
|
Q4 2024
Added 268.97%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
43,807
shares
|
$5.48 Million
0.44% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
43,748
shares
|
$5.47 Million
0.48% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
43,737
shares
|
$5.47 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
42,476
shares
|
$5.31 Million
0.02% of portfolio
|
Q4 2024
Added 13.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
42,307
shares
|
$5.29 Million
0.02% of portfolio
|
Q4 2024
Added 14.21%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
42,177
shares
|
$5.28 Million
0.1% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
41,837
shares
|
$5.23 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.07%
|