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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
2,563
shares
|
$343,211
0.01% of portfolio
|
Q2 2025
Added 25.88%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Aug 13, 2025 Q2 2025 |
2,541
shares
|
$340,265
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
2,533
shares
|
$339,194
0.01% of portfolio
|
Q2 2025
Added 42.06%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
2,528
shares
|
$338,524
0.01% of portfolio
|
Q4 2024
Added 34.25%
|
|
|
Cohen Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
2,521
shares
|
$337,587
0.06% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,518
shares
|
$337,185
0.03% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
2,505
shares
|
$335,444
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
2,500
shares
|
$334,775
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
2,500
shares
|
$334,775
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$334,775
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,490
shares
|
$333,435
0.0% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
2,476
shares
|
$331,561
0.06% of portfolio
|
Q1 2023
Reduced 0.84%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
2,455
shares
|
$328,749
0.0% of portfolio
|
Q2 2025
Reduced 41.0%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
2,447
shares
|
$327,677
0.02% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
2,432
shares
|
$325,669
0.03% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
2,421
shares
|
$324,196
0.01% of portfolio
|
Q2 2025
Added 26.56%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
2,420
shares
|
$324,062
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
2,407
shares
|
$322,321
0.11% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,400
shares
|
$321,384
0.03% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
2,390
shares
|
$320,044
0.01% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
2,360
shares
|
$316,027
0.1% of portfolio
|
Q2 2025
Added 27.29%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
2,343
shares
|
$313,751
0.01% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
2,332
shares
|
$312,278
0.08% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
2,331
shares
|
$312,144
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
2,328
shares
|
$311,742
0.24% of portfolio
|
Q2 2025
Reduced 0.13%
|