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 |
|---|---|---|---|---|---|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
3,648
shares
|
$488,503
0.0% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
3,644
shares
|
$487,968
0.12% of portfolio
|
Q2 2024
Reduced 15.78%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
3,636
shares
|
$486,896
0.02% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
3,626
shares
|
$485,557
0.07% of portfolio
|
Q2 2025
Reduced 30.12%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
3,585
shares
|
$480,067
0.01% of portfolio
|
Q2 2025
Added 13.27%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
3,578
shares
|
$479,129
0.46% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
3,565
shares
|
$477,389
0.24% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
3,560
shares
|
$476,719
0.24% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,558
shares
|
$476,451
0.13% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
3,558
shares
|
$476,451
0.02% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
3,530
shares
|
$472,702
0.0% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
3,517
shares
|
$470,961
0.07% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,497
shares
|
$468,283
0.05% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Aug 11, 2025 Q2 2025 |
3,478
shares
|
$465,738
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
3,460
shares
|
$463,328
0.02% of portfolio
|
Q2 2025
Reduced 53.55%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
3,437
shares
|
$460,248
0.09% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
3,422
shares
|
$458,240
0.19% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
3,422
shares
|
$458,240
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
3,403
shares
|
$455,695
0.06% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
3,380
shares
|
$452,615
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
3,374
shares
|
$451,812
0.01% of portfolio
|
Q2 2025
Reduced 21.81%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
3,368
shares
|
$451,008
1.13% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
3,353
shares
|
$449,000
0.03% of portfolio
|
Q2 2025
Reduced 25.06%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
3,338
shares
|
$446,991
0.01% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,314
shares
|
$443,777
0.04% of portfolio
|
Q1 2023
Added 0.09%
|