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 |
|---|---|---|---|---|---|
|
Stegner Investment Associates Inc.
|
Jul 28, 2025 Q2 2025 |
5,514
shares
|
$738,379
0.45% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
5,429
shares
|
$726,997
0.09% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
5,367
shares
|
$718,694
0.03% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
5,350
shares
|
$716,418
0.17% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
5,303
shares
|
$710,124
0.01% of portfolio
|
Q2 2025
Reduced 49.92%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
5,290
shares
|
$708,383
0.22% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
5,287
shares
|
$707,982
0.0% of portfolio
|
Q2 2025
Added 84.34%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
5,271
shares
|
$705,839
0.02% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
5,265
shares
|
$705,036
0.71% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,223
shares
|
$699,411
0.01% of portfolio
|
Q2 2024
Added 1.56%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
5,186
shares
|
$694,457
0.07% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
5,155
shares
|
$690,306
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
5,140
shares
|
$688,297
0.0% of portfolio
|
Q2 2025
Reduced 43.27%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
5,117
shares
|
$685,217
0.06% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
5,080
shares
|
$680,262
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
5,049
shares
|
$676,111
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
5,042
shares
|
$675,174
0.32% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
5,040
shares
|
$674,906
0.02% of portfolio
|
Q2 2020
Reduced 22.47%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
5,018
shares
|
$671,960
0.02% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
5,017
shares
|
$671,826
2.55% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
5,012
shares
|
$671,156
0.02% of portfolio
|
Q1 2025
Reduced 13.76%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,994
shares
|
$668,746
0.01% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Northstar Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
4,953
shares
|
$663,256
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
4,950
shares
|
$662,854
0.02% of portfolio
|
Q2 2025
Added 101.38%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
4,901
shares
|
$656,292
0.02% of portfolio
|
Q2 2025
Added 26.64%
|