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 |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
784
shares
|
$104,985
0.03% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
775
shares
|
$103,780
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
774
shares
|
$103,646
0.0% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
767
shares
|
$102,708
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
757
shares
|
$101,369
0.03% of portfolio
|
Q2 2025
Reduced 22.2%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
748
shares
|
$100,164
0.01% of portfolio
|
Q4 2023
Added 11.31%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
717
shares
|
$96,013
0.01% of portfolio
|
Q2 2023
Reduced 6.15%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
717
shares
|
$96,013
0.01% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
716
shares
|
$95,879
0.05% of portfolio
|
Q1 2022
Added 3.17%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
683
shares
|
$91,460
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
679
shares
|
$90,924
0.03% of portfolio
|
Q4 2023
Reduced 11.24%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
679
shares
|
$90,924
0.03% of portfolio
|
Q1 2025
Added 248.21%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
672
shares
|
$89,987
0.01% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
670
shares
|
$89,719
0.0% of portfolio
|
Q2 2025
Reduced 69.45%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
660
shares
|
$88,380
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
660
shares
|
$88,380
0.0% of portfolio
|
Q4 2023
Reduced 27.55%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
659
shares
|
$88,246
0.01% of portfolio
|
Q2 2025
Added 25.05%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
658
shares
|
$88,112
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
636
shares
|
$85,166
0.05% of portfolio
|
Q2 2025
Reduced 23.92%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
624
shares
|
$83,559
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
617
shares
|
$82,622
0.01% of portfolio
|
Q3 2022
Added 0.65%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
612
shares
|
$81,952
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
611
shares
|
$81,819
0.01% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
611
shares
|
$81,819
0.03% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
596
shares
|
$79,810
0.03% of portfolio
|
Q2 2021
Reduced 9.15%
|