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 |
|---|---|---|---|---|---|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
1,678
shares
|
$224,700
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
1,675
shares
|
$224,299
0.01% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
1,665
shares
|
$222,960
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
1,663
shares
|
$222,692
0.0% of portfolio
|
Q1 2024
Added 1.68%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
1,661
shares
|
$222,424
0.02% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
1,661
shares
|
$222,424
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
1,650
shares
|
$220,951
0.03% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
1,633
shares
|
$218,675
0.04% of portfolio
|
Q2 2025
Reduced 15.21%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
1,623
shares
|
$217,335
0.07% of portfolio
|
Q4 2023
Reduced 3.91%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,622
shares
|
$217,202
0.19% of portfolio
|
Q4 2024
Added 10.19%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
1,620
shares
|
$216,934
0.05% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,620
shares
|
$216,934
0.13% of portfolio
|
Q4 2019
New holding
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
1,617
shares
|
$216,532
0.04% of portfolio
|
Q2 2025
Reduced 14.98%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
1,611
shares
|
$215,729
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
1,591
shares
|
$213,050
0.02% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
1,591
shares
|
$213,050
0.0% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
1,589
shares
|
$212,782
0.04% of portfolio
|
Q2 2025
Reduced 11.13%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
1,575
shares
|
$210,908
0.01% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
1,572
shares
|
$210,506
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
1,566
shares
|
$209,703
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,565
shares
|
$209,569
0.08% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
1,560
shares
|
$208,899
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,560
shares
|
$208,899
0.03% of portfolio
|
Q2 2025
Reduced 26.79%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
1,549
shares
|
$207,426
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
1,544
shares
|
$206,757
0.0% of portfolio
|
Q2 2025
Reduced 20.54%
|