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 |
|---|---|---|---|---|---|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
1,962
shares
|
$262,731
0.04% of portfolio
|
Q2 2024
Added 10.66%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
1,960
shares
|
$262,463
0.15% of portfolio
|
Q2 2025
Reduced 40.04%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
1,952
shares
|
$261,392
0.07% of portfolio
|
Q2 2025
Reduced 20.81%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
1,945
shares
|
$260,454
0.12% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
1,937
shares
|
$259,383
0.02% of portfolio
|
Q2 2023
Reduced 10.57%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,933
shares
|
$258,848
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,927
shares
|
$258,044
0.07% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
1,914
shares
|
$256,303
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
1,903
shares
|
$254,830
0.02% of portfolio
|
Q2 2025
Reduced 41.07%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
1,891
shares
|
$253,223
0.04% of portfolio
|
Q2 2024
Reduced 12.74%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
1,885
shares
|
$252,420
0.02% of portfolio
|
Q2 2025
Reduced 17.4%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
1,881
shares
|
$251,884
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,878
shares
|
$251,482
0.02% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
1,869
shares
|
$250,277
0.03% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
1,868
shares
|
$250,143
0.03% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
1,856
shares
|
$248,536
0.01% of portfolio
|
Q4 2024
Reduced 13.51%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
1,853
shares
|
$248,135
0.11% of portfolio
|
Q1 2025
Reduced 13.93%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Aug 11, 2025 Q2 2025 |
1,850
shares
|
$247,733
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Jul 09, 2025 Q2 2025 |
1,845
shares
|
$247,063
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,842
shares
|
$246,662
0.02% of portfolio
|
Q2 2025
Added 198.06%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,840
shares
|
$246,394
0.02% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
1,831
shares
|
$245,189
0.01% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
1,814
shares
|
$242,912
0.06% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
1,811
shares
|
$242,511
0.14% of portfolio
|
Q2 2025
Reduced 25.6%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
1,807
shares
|
$241,975
0.04% of portfolio
|
Q1 2025
Reduced 10.37%
|