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 |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
4,342
shares
|
$581,437
0.28% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
4,339
shares
|
$581,035
0.02% of portfolio
|
Q2 2025
Reduced 11.18%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,339
shares
|
$581,035
0.03% of portfolio
|
Q2 2022
Added 67.72%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
4,333
shares
|
$580,232
0.06% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
4,323
shares
|
$578,892
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
4,317
shares
|
$578,089
0.02% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,314
shares
|
$577,687
0.02% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
4,273
shares
|
$572,197
0.15% of portfolio
|
Q2 2025
Reduced 62.75%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
4,268
shares
|
$571,527
0.48% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
4,236
shares
|
$567,242
0.49% of portfolio
|
Q2 2025
Reduced 14.97%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
4,229
shares
|
$566,305
0.25% of portfolio
|
Q3 2021
Reduced 7.4%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
4,228
shares
|
$566,171
0.6% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
4,226
shares
|
$565,903
0.14% of portfolio
|
Q1 2025
Reduced 60.87%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
4,225
shares
|
$565,769
0.03% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
4,223
shares
|
$565,501
0.0% of portfolio
|
Q2 2025
Added 30.22%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
4,222
shares
|
$565,368
0.09% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
4,220
shares
|
$565,100
0.12% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,220
shares
|
$565,100
0.01% of portfolio
|
Q2 2025
Added 32.29%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
4,208
shares
|
$563,493
0.2% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
4,206
shares
|
$563,225
0.17% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
4,184
shares
|
$560,279
0.02% of portfolio
|
Q2 2025
Reduced 26.39%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
4,160
shares
|
$557,065
0.01% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,135
shares
|
$553,717
0.18% of portfolio
|
Q3 2021
Added 0.41%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
4,104
shares
|
$549,566
0.36% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,081
shares
|
$546,486
0.08% of portfolio
|
Q3 2024
Reduced 0.15%
|