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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
10,387
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
10,384
shares
|
$1.39 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
10,295
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
10,248
shares
|
$1.37 Million
0.65% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
10,202
shares
|
$1.37 Million
0.12% of portfolio
|
Q2 2025
Reduced 42.02%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
10,123
shares
|
$1.36 Million
1.38% of portfolio
|
Q2 2025
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
10,063
shares
|
$1.35 Million
0.05% of portfolio
|
Q2 2025
Reduced 24.86%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
9,975
shares
|
$1.34 Million
0.49% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
9,890
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2025
Added 68.8%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
9,816
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 47.61%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
9,739
shares
|
$1.3 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
9,682
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
9,658
shares
|
$1.29 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Erts Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
9,505
shares
|
$1.27 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
9,504
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
9,400
shares
|
$1.26 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
9,379
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,368
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
9,318
shares
|
$1.25 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
9,294
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
Added 91.08%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
9,244
shares
|
$1.24 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
9,214
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2025
Added 23.99%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
9,040
shares
|
$1.21 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
8,988
shares
|
$1.2 Million
0.11% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
8,980
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2025
Added 12.83%
|