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 |
|---|---|---|---|---|---|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
4,885
shares
|
$654,150
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
4,838
shares
|
$647,856
0.06% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,810
shares
|
$644,107
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
4,787
shares
|
$641,027
0.03% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
4,772
shares
|
$639,018
0.03% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,770
shares
|
$638,750
0.05% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,769
shares
|
$638,616
0.01% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
4,759
shares
|
$637,277
0.03% of portfolio
|
Q2 2025
Reduced 63.13%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
4,713
shares
|
$631,117
0.04% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,703
shares
|
$629,778
0.01% of portfolio
|
Q3 2023
Added 3.66%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
4,649
shares
|
$622,547
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,617
shares
|
$618,262
0.0% of portfolio
|
Q4 2022
Added 44.33%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,617
shares
|
$618,262
0.19% of portfolio
|
Q3 2023
Added 51.73%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
4,597
shares
|
$615,584
0.22% of portfolio
|
Q2 2025
Added 35.44%
|
|
|
Port Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,596
shares
|
$615,450
0.03% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
4,548
shares
|
$609,022
0.11% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
4,529
shares
|
$606,478
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
4,516
shares
|
$604,737
0.04% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
4,500
shares
|
$602,595
0.02% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
4,495
shares
|
$601,925
0.04% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Aug 14, 2025 Q2 2025 |
4,491
shares
|
$601,389
0.36% of portfolio
|
Q2 2025
Reduced 72.35%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
4,483
shares
|
$600,318
0.25% of portfolio
|
Q2 2025
Reduced 37.1%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,475
shares
|
$599,247
0.0% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
4,475
shares
|
$599,247
0.2% of portfolio
|
Q2 2024
Reduced 5.89%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
4,376
shares
|
$585,990
0.08% of portfolio
|
Q2 2018
Reduced 1.29%
|