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 |
|---|---|---|---|---|---|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
6,955
shares
|
$931,344
0.08% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
6,915
shares
|
$925,987
0.06% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
6,909
shares
|
$925,184
0.02% of portfolio
|
Q4 2022
Reduced 1.43%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
6,884
shares
|
$921,836
0.05% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
6,825
shares
|
$913,935
0.55% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
6,665
shares
|
$892,510
0.07% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
6,659
shares
|
$891,706
0.03% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
6,649
shares
|
$890,367
0.24% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
6,629
shares
|
$887,689
0.2% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
6,557
shares
|
$878,047
0.02% of portfolio
|
Q2 2025
Reduced 24.25%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
6,535
shares
|
$875,101
0.02% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
6,531
shares
|
$874,566
0.04% of portfolio
|
Q2 2025
Added 160.41%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
6,485
shares
|
$868,406
0.0% of portfolio
|
Q2 2025
Added 44.69%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
6,446
shares
|
$863,183
0.06% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
6,411
shares
|
$858,497
0.09% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
6,387
shares
|
$855,283
0.04% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
6,369
shares
|
$852,872
0.02% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
6,236
shares
|
$835,062
0.02% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,232
shares
|
$834,527
0.0% of portfolio
|
Q2 2025
Added 65.61%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
6,191
shares
|
$829,036
0.06% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
6,171
shares
|
$826,358
0.04% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
6,169
shares
|
$826,090
0.0% of portfolio
|
Q2 2025
Added 20.87%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
6,160
shares
|
$824,885
0.25% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
6,150
shares
|
$823,546
0.18% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
6,133
shares
|
$821,270
0.11% of portfolio
|
Q2 2025
Reduced 4.77%
|