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 1,032 institutions that hold shares in the stock, with a total of 93.4 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
12,943,315
shares
|
$1.73 Billion
5.15% of portfolio
|
Q2 2023
Added 0.76%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
10,804,657
shares
|
$1.45 Billion
1.09% of portfolio
|
Q2 2025
Added 7.44%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
8,159,379
shares
|
$1.09 Billion
0.07% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,800,341
shares
|
$509 Million
0.11% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,759,738
shares
|
$503 Million
0.04% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
3,393,013
shares
|
$454 Million
1.18% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
2,775,076
shares
|
$372 Million
1.5% of portfolio
|
Q2 2025
Reduced 29.65%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
2,618,967
shares
|
$351 Million
5.34% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,576,272
shares
|
$345 Million
0.06% of portfolio
|
Q2 2025
Reduced 22.67%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,284,750
shares
|
$306 Million
0.39% of portfolio
|
Q2 2025
Reduced 47.54%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
2,194,504
shares
|
$294 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
2,087,646
shares
|
$280 Million
1.66% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,647,734
shares
|
$221 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,639,610
shares
|
$220 Million
0.46% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,341,852
shares
|
$180 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,177,815
shares
|
$158 Million
9.66% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,164,297
shares
|
$156 Million
0.05% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,128,123
shares
|
$151 Million
0.04% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
976,963
shares
|
$131 Million
3.24% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
943,296
shares
|
$126 Million
0.09% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
836,341
shares
|
$112 Million
0.03% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
835,726
shares
|
$112 Million
1.59% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
743,919
shares
|
$99.6 Million
7.08% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
692,365
shares
|
$92.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Aug 08, 2025 Q2 2025 |
630,104
shares
|
$84.4 Million
8.92% of portfolio
|
Q2 2025
Added 57.83%
|