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 |
|---|---|---|---|---|---|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
8,972
shares
|
$1.2 Million
0.47% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
8,927
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.72%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
8,904
shares
|
$1.19 Million
0.28% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
8,880
shares
|
$1.19 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
8,859
shares
|
$1.19 Million
1.12% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
8,830
shares
|
$1.18 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
8,803
shares
|
$1.18 Million
0.13% of portfolio
|
Q2 2025
Added 429.34%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
8,731
shares
|
$1.17 Million
0.12% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
8,716
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
8,693
shares
|
$1.16 Million
0.22% of portfolio
|
Q2 2025
Added 22.85%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
8,687
shares
|
$1.16 Million
0.73% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,636
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
Home Federal Bank Of Tennessee
|
Jul 15, 2025 Q2 2025 |
8,599
shares
|
$1.15 Million
0.32% of portfolio
|
Q2 2025
Reduced 36.86%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
8,578
shares
|
$1.15 Million
0.11% of portfolio
|
Q1 2024
Reduced 0.92%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
8,497
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
8,390
shares
|
$1.12 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
8,339
shares
|
$1.12 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
8,323
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
8,302
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
8,256
shares
|
$1.11 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
8,231
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
8,157
shares
|
$1.09 Million
0.05% of portfolio
|
Q2 2025
Added 96.51%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
8,133
shares
|
$1.09 Million
0.21% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
8,107
shares
|
$1.09 Million
0.47% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
7,850
shares
|
$1.05 Million
0.31% of portfolio
|
Q2 2023
Reduced 1.94%
|