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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,309
shares
|
$443,108
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
3,307
shares
|
$442,840
0.25% of portfolio
|
Q2 2025
Added 22.53%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 04, 2025 Q2 2025 |
3,295
shares
|
$441,233
0.13% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
3,272
shares
|
$438,153
0.08% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
3,258
shares
|
$436,278
0.12% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,245
shares
|
$434,537
0.22% of portfolio
|
Q4 2022
Reduced 2.17%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
3,236
shares
|
$433,332
0.02% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
3,233
shares
|
$432,931
0.01% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
3,231
shares
|
$432,663
0.0% of portfolio
|
Q3 2023
Reduced 0.68%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,202
shares
|
$428,779
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
3,201
shares
|
$428,645
0.03% of portfolio
|
Q2 2025
Reduced 14.18%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
3,197
shares
|
$428,110
0.05% of portfolio
|
Q2 2025
Added 14.3%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,182
shares
|
$426,101
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
3,181
shares
|
$425,967
0.01% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,162
shares
|
$423,423
0.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,133
shares
|
$419,540
0.03% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
3,120
shares
|
$417,799
0.02% of portfolio
|
Q2 2025
Added 21.68%
|
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
3,101
shares
|
$415,254
0.6% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
3,101
shares
|
$415,254
0.04% of portfolio
|
Q1 2025
Reduced 33.04%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
3,100
shares
|
$415,121
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
3,096
shares
|
$414,585
0.15% of portfolio
|
Q2 2025
Reduced 19.29%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
3,085
shares
|
$413,112
0.02% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
3,084
shares
|
$412,978
0.07% of portfolio
|
Q1 2025
Added 48.99%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,079
shares
|
$412,308
0.12% of portfolio
|
Q2 2022
Added 26.76%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
3,066
shares
|
$410,568
0.39% of portfolio
|
Q2 2025
Added 20.14%
|