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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
548,633
shares
|
$73.5 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
537,009
shares
|
$71.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 22.62%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
531,001
shares
|
$71.1 Million
0.36% of portfolio
|
Q2 2023
Reduced 95.91%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
515,391
shares
|
$69 Million
3.36% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
445,974
shares
|
$59.7 Million
0.51% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
433,706
shares
|
$58.1 Million
0.09% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
430,145
shares
|
$57.6 Million
4.09% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
365,411
shares
|
$48.9 Million
0.41% of portfolio
|
Q2 2025
Added 24.72%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
343,702
shares
|
$46 Million
0.18% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
337,660
shares
|
$45.2 Million
1.17% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
335,123
shares
|
$44.9 Million
0.08% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
298,904
shares
|
$40 Million
5.71% of portfolio
|
Q3 2023
Reduced 4.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
283,402
shares
|
$38 Million
0.06% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
278,757
shares
|
$37.3 Million
2.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
274,503
shares
|
$36.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 22.4%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
267,140
shares
|
$35.8 Million
1.12% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
257,168
shares
|
$34.4 Million
7.22% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
255,878
shares
|
$34.3 Million
1.3% of portfolio
|
Q2 2025
Reduced 15.71%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
242,249
shares
|
$32.4 Million
1.23% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
221,668
shares
|
$29.7 Million
8.55% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
217,781
shares
|
$29.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
214,295
shares
|
$28.7 Million
3.04% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
210,877
shares
|
$28.2 Million
2.62% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
201,451
shares
|
$27 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
199,590
shares
|
$26.7 Million
0.06% of portfolio
|
Q2 2025
Added 19.11%
|