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 |
|---|---|---|---|---|---|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
1,799
shares
|
$240,904
0.06% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,797
shares
|
$240,636
0.03% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
1,797
shares
|
$240,636
0.04% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
1,797
shares
|
$240,636
0.01% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
1,795
shares
|
$240,368
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
1,785
shares
|
$239,029
0.01% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
1,784
shares
|
$238,895
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Lathrop Investment Management Corp
|
Aug 04, 2025 Q2 2025 |
1,781
shares
|
$238,493
0.04% of portfolio
|
Q4 2023
Reduced 10.1%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
1,770
shares
|
$237,020
0.02% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
1,755
shares
|
$235,012
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,749
shares
|
$234,208
0.01% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
1,741
shares
|
$233,137
0.01% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
1,734
shares
|
$232,199
0.69% of portfolio
|
Q1 2025
Added 12.02%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
1,723
shares
|
$230,726
0.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,718
shares
|
$230,057
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
1,711
shares
|
$229,120
0.13% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
1,709
shares
|
$228,852
0.02% of portfolio
|
Q3 2024
Reduced 15.98%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,707
shares
|
$228,584
0.13% of portfolio
|
Q2 2022
Reduced 71.85%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
1,706
shares
|
$228,450
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
1,702
shares
|
$227,914
0.6% of portfolio
|
Q2 2024
Reduced 12.58%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,690
shares
|
$226,307
0.04% of portfolio
|
Q2 2025
Reduced 14.73%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,682
shares
|
$225,236
0.02% of portfolio
|
Q2 2023
Reduced 19.21%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,682
shares
|
$225,236
0.02% of portfolio
|
Q2 2023
Reduced 19.21%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
1,682
shares
|
$225,236
0.07% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
1,679
shares
|
$224,834
0.06% of portfolio
|
Q2 2025
Reduced 1.47%
|