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 |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
18,383
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2024
Added 7.11%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
18,272
shares
|
$2.45 Million
0.03% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
18,171
shares
|
$2.43 Million
0.07% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
18,100
shares
|
$2.42 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
17,905
shares
|
$2.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
17,791
shares
|
$2.38 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
17,711
shares
|
$2.37 Million
0.05% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
17,681
shares
|
$2.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
17,213
shares
|
$2.3 Million
0.56% of portfolio
|
Q2 2025
Reduced 18.3%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
17,111
shares
|
$2.29 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
16,880
shares
|
$2.26 Million
0.16% of portfolio
|
Q2 2025
Added 17.91%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
16,644
shares
|
$2.23 Million
0.68% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
16,376
shares
|
$2.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
16,170
shares
|
$2.17 Million
0.03% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
16,148
shares
|
$2.16 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
15,653
shares
|
$2.1 Million
0.08% of portfolio
|
Q2 2025
Added 22.49%
|
|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
15,536
shares
|
$2.08 Million
1.69% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
15,526
shares
|
$2.08 Million
0.01% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
15,347
shares
|
$2.06 Million
0.2% of portfolio
|
Q4 2023
Added 2.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
15,198
shares
|
$2.04 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
15,170
shares
|
$2.03 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
15,106
shares
|
$2.02 Million
0.54% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
15,087
shares
|
$2.02 Million
0.15% of portfolio
|
Q2 2025
Added 67.39%
|
|
|
Nuance Investments, LLC
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
15,045
shares
|
$2.01 Million
0.17% of portfolio
|
Q2 2025
Reduced 84.49%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
15,034
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.61%
|