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 |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
2,797
shares
|
$374,546
0.04% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
2,791
shares
|
$373,742
0.09% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
2,763
shares
|
$369,993
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
2,761
shares
|
$369,725
0.03% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
2,760
shares
|
$369,591
0.11% of portfolio
|
Q2 2025
Added 28.37%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
2,733
shares
|
$365,976
0.03% of portfolio
|
Q2 2025
Added 30.2%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,731
shares
|
$365,708
0.03% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
2,715
shares
|
$363,565
0.03% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
2,711
shares
|
$363,030
0.03% of portfolio
|
Q2 2025
Reduced 62.7%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
2,698
shares
|
$361,289
0.06% of portfolio
|
Q2 2025
Added 36.75%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
2,698
shares
|
$361,289
0.13% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
2,684
shares
|
$359,414
0.16% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
2,679
shares
|
$358,744
0.12% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,669
shares
|
$357,405
0.0% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
2,664
shares
|
$356,736
0.01% of portfolio
|
Q2 2025
Added 10.26%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
2,662
shares
|
$356,468
0.12% of portfolio
|
Q2 2025
Reduced 22.64%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
2,628
shares
|
$351,915
0.01% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
2,626
shares
|
$351,647
0.04% of portfolio
|
Q1 2024
Added 32.23%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
2,619
shares
|
$350,710
0.03% of portfolio
|
Q1 2023
Reduced 38.33%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
2,618
shares
|
$350,576
0.1% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
2,607
shares
|
$349,103
0.0% of portfolio
|
Q2 2025
Added 166.56%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Jul 31, 2025 Q2 2025 |
2,591
shares
|
$346,960
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
2,586
shares
|
$346,291
0.02% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
2,585
shares
|
$346,157
0.12% of portfolio
|
Q4 2023
Reduced 76.35%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,571
shares
|
$344,282
0.08% of portfolio
|
Q4 2024
Reduced 1.91%
|