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 |
|---|---|---|---|---|---|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
2,135
shares
|
$285,897
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
2,114
shares
|
$283,085
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
2,104
shares
|
$281,746
0.01% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
2,100
shares
|
$281,211
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
2,100
shares
|
$281,211
0.01% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
2,091
shares
|
$280,005
0.02% of portfolio
|
Q2 2025
Reduced 28.12%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
2,070
shares
|
$277,193
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
2,067
shares
|
$276,791
0.02% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
2,062
shares
|
$276,122
0.14% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
2,060
shares
|
$275,854
0.13% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
2,058
shares
|
$275,586
0.05% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
2,058
shares
|
$275,586
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
2,057
shares
|
$275,452
0.11% of portfolio
|
Q2 2024
Reduced 29.07%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
2,052
shares
|
$274,783
0.38% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
2,050
shares
|
$274,515
0.12% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
2,039
shares
|
$273,042
0.06% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
2,035
shares
|
$272,506
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Villere St Denis J & CO LLC
|
Jul 24, 2025 Q2 2025 |
2,033
shares
|
$272,239
0.03% of portfolio
|
Q2 2025
Reduced 25.56%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
2,030
shares
|
$271,837
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
2,028
shares
|
$271,569
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
2,019
shares
|
$270,364
0.13% of portfolio
|
Q2 2025
Reduced 26.87%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,003
shares
|
$268,221
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,988
shares
|
$266,213
0.07% of portfolio
|
Q2 2023
Added 8.16%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,970
shares
|
$263,802
0.05% of portfolio
|
Q2 2025
Reduced 16.24%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
1,970
shares
|
$263,802
0.18% of portfolio
|
Q4 2024
Added 295.58%
|