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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
11,852
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
11,757
shares
|
$1.57 Million
0.05% of portfolio
|
Q2 2025
Reduced 29.65%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
11,535
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
11,535
shares
|
$1.54 Million
0.45% of portfolio
|
Q2 2025
Added 27.91%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
11,513
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
11,394
shares
|
$1.53 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
11,263
shares
|
$1.51 Million
0.08% of portfolio
|
Q3 2022
Reduced 2.14%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
11,240
shares
|
$1.51 Million
0.91% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
11,236
shares
|
$1.5 Million
0.03% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
11,211
shares
|
$1.5 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
11,100
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
11,066
shares
|
$1.48 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
11,050
shares
|
$1.48 Million
0.05% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
11,007
shares
|
$1.47 Million
0.2% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
11,001
shares
|
$1.47 Million
0.71% of portfolio
|
Q2 2022
Reduced 4.58%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
10,923
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Reduced 31.99%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
10,843
shares
|
$1.45 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
10,805
shares
|
$1.45 Million
1.81% of portfolio
|
Q4 2022
Reduced 33.61%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
10,781
shares
|
$1.44 Million
0.76% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
10,707
shares
|
$1.43 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
10,569
shares
|
$1.42 Million
0.05% of portfolio
|
Q2 2025
Reduced 31.18%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
10,423
shares
|
$1.4 Million
1.03% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
10,401
shares
|
$1.39 Million
0.12% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
10,396
shares
|
$1.39 Million
0.73% of portfolio
|
Q2 2025
Added 17.31%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
10,390
shares
|
$1.39 Million
0.15% of portfolio
|
Q2 2025
Reduced 13.94%
|