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 |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,114
shares
|
$149,175
0.01% of portfolio
|
Q2 2023
Added 3.05%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
1,108
shares
|
$148,372
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,108
shares
|
$148,372
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
1,093
shares
|
$146,363
0.03% of portfolio
|
Q4 2023
Reduced 0.45%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
1,065
shares
|
$142,614
0.09% of portfolio
|
Q2 2025
Reduced 80.33%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,044
shares
|
$139,802
0.03% of portfolio
|
Q2 2022
Reduced 4.04%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
1,037
shares
|
$138,864
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
1,018
shares
|
$136,320
0.09% of portfolio
|
Q2 2025
Reduced 47.06%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,003
shares
|
$134,311
0.05% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
990
shares
|
$132,570
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
961
shares
|
$128,687
0.02% of portfolio
|
Q1 2020
Added 10.97%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
905
shares
|
$121,188
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
900
shares
|
$120,519
0.01% of portfolio
|
Q2 2025
Added 469.62%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
896
shares
|
$119,983
0.07% of portfolio
|
Q2 2025
Added 646.67%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Aug 13, 2025 Q2 2025 |
886
shares
|
$118,644
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
865
shares
|
$115,832
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
862
shares
|
$115,430
0.03% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
831
shares
|
$111,279
0.01% of portfolio
|
Q1 2025
Reduced 18.45%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
824
shares
|
$110,341
0.01% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
824
shares
|
$110,341
0.06% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
816
shares
|
$109,270
0.02% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
814
shares
|
$109,002
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
808
shares
|
$108,199
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
808
shares
|
$108,199
0.0% of portfolio
|
Q3 2017
Reduced 75.62%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
785
shares
|
$105,119
0.01% of portfolio
|
Q3 2023
Added 42.99%
|