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 |
|---|---|---|---|---|---|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
193,925
shares
|
$26 Million
0.83% of portfolio
|
Q2 2025
Added 49.21%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
180,420
shares
|
$24.2 Million
0.29% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
174,660
shares
|
$23.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
171,776
shares
|
$23 Million
2.5% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
170,528
shares
|
$22.8 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
168,928
shares
|
$22.6 Million
0.01% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
166,625
shares
|
$22.3 Million
0.5% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
159,397
shares
|
$21.3 Million
6.42% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
158,581
shares
|
$21.2 Million
0.05% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
152,332
shares
|
$20.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 50.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
151,934
shares
|
$20.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
151,190
shares
|
$20.2 Million
3.55% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
150,025
shares
|
$20.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 16.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
142,176
shares
|
$19 Million
0.96% of portfolio
|
Q2 2025
Added 1986.22%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
140,569
shares
|
$18.8 Million
2.38% of portfolio
|
Q2 2025
Reduced 16.99%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
140,151
shares
|
$18.8 Million
7.22% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Bishop & CO Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
136,686
shares
|
$18.3 Million
6.49% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
135,051
shares
|
$18.1 Million
0.02% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
134,266
shares
|
$18 Million
0.0% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
134,123
shares
|
$18 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jul 07, 2025 Q2 2025 |
126,510
shares
|
$16.9 Million
9.72% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
126,123
shares
|
$16.9 Million
0.24% of portfolio
|
Q2 2025
Added 19.71%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
125,913
shares
|
$16.9 Million
0.01% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
123,104
shares
|
$16.5 Million
0.13% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
119,792
shares
|
$16 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.23%
|