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 |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
14,679
shares
|
$1.97 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
14,600
shares
|
$1.96 Million
0.1% of portfolio
|
Q2 2025
Added 26.84%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
14,562
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
Added 37.64%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
14,561
shares
|
$1.95 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
14,474
shares
|
$1.94 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,266
shares
|
$1.91 Million
0.05% of portfolio
|
Q2 2025
Reduced 51.99%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
14,221
shares
|
$1.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 28.25%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
14,078
shares
|
$1.89 Million
0.77% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
13,781
shares
|
$1.85 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
13,724
shares
|
$1.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
13,606
shares
|
$1.82 Million
0.42% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
13,506
shares
|
$1.81 Million
0.7% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
13,332
shares
|
$1.79 Million
0.32% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
12,963
shares
|
$1.74 Million
0.02% of portfolio
|
Q1 2025
Reduced 76.3%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
12,926
shares
|
$1.73 Million
0.26% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
12,676
shares
|
$1.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
12,672
shares
|
$1.7 Million
0.04% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
12,668
shares
|
$1.7 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
12,525
shares
|
$1.68 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,466
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2022
Added 55.48%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
12,328
shares
|
$1.65 Million
0.05% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
12,281
shares
|
$1.64 Million
0.11% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
12,181
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Added 13.52%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
11,902
shares
|
$1.59 Million
0.1% of portfolio
|
Q2 2025
Added 15.02%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
11,896
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.29%
|