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 |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
2,311
shares
|
$309,466
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
2,308
shares
|
$309,064
0.02% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
2,307
shares
|
$308,930
0.01% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
2,306
shares
|
$308,796
0.15% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
2,298
shares
|
$307,725
0.09% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
2,293
shares
|
$307,055
0.12% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,290
shares
|
$306,653
0.02% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
2,289
shares
|
$306,519
0.18% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
2,281
shares
|
$305,448
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
2,278
shares
|
$305,046
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
2,272
shares
|
$304,243
0.09% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
2,263
shares
|
$303,038
0.08% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
2,259
shares
|
$302,502
0.0% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
2,252
shares
|
$301,565
0.0% of portfolio
|
Q2 2025
Added 111.06%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
2,241
shares
|
$300,092
0.03% of portfolio
|
Q2 2025
Reduced 88.09%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
2,230
shares
|
$298,619
0.01% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
2,214
shares
|
$296,476
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,199
shares
|
$294,468
0.01% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
2,195
shares
|
$293,932
0.11% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
2,184
shares
|
$292,459
0.06% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
2,181
shares
|
$292,057
0.01% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,170
shares
|
$290,584
0.07% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,155
shares
|
$288,576
0.02% of portfolio
|
Q2 2022
Reduced 2.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,154
shares
|
$288,442
0.01% of portfolio
|
Q2 2025
Reduced 25.85%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
2,148
shares
|
$287,638
0.02% of portfolio
|
Q2 2025
Reduced 58.32%
|