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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,104
shares
|
$817,386
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
6,073
shares
|
$813,235
0.5% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
6,056
shares
|
$810,958
0.02% of portfolio
|
Q2 2025
Added 19.38%
|
|
|
Mycio Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
6,033
shares
|
$807,879
0.18% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,955
shares
|
$797,434
0.01% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,945
shares
|
$796,094
0.29% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,897
shares
|
$789,667
0.02% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,891
shares
|
$788,863
0.02% of portfolio
|
Q2 2025
Added 167.04%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jul 22, 2025 Q2 2025 |
5,868
shares
|
$785,783
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
5,859
shares
|
$784,578
0.01% of portfolio
|
Q2 2025
Added 16.57%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
5,814
shares
|
$778,552
0.08% of portfolio
|
Q2 2024
Added 4.12%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
5,811
shares
|
$778,151
0.02% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5,763
shares
|
$771,723
0.04% of portfolio
|
Q2 2025
Reduced 25.62%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Aug 11, 2025 Q2 2025 |
5,750
shares
|
$769,982
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,689
shares
|
$761,813
0.17% of portfolio
|
Q4 2023
Reduced 0.35%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
5,680
shares
|
$760,608
0.6% of portfolio
|
Q2 2025
Reduced 20.86%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
5,669
shares
|
$759,135
0.09% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
5,663
shares
|
$758,332
0.37% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
5,653
shares
|
$756,993
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
5,653
shares
|
$756,993
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
5,648
shares
|
$756,323
0.05% of portfolio
|
Q2 2025
Reduced 69.39%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
5,616
shares
|
$752,038
0.05% of portfolio
|
Q2 2025
Added 129.41%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
5,570
shares
|
$745,878
0.01% of portfolio
|
Q2 2025
Added 116.73%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
5,544
shares
|
$742,397
0.32% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
5,540
shares
|
$741,861
0.32% of portfolio
|
Q2 2025
Added 15.75%
|