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 |
|---|---|---|---|---|---|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Aug 12, 2025 Q2 2025 |
589
shares
|
$78,872
0.0% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
556
shares
|
$74,453
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
556
shares
|
$74,453
0.01% of portfolio
|
Q1 2024
Added 4.91%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
541
shares
|
$72,445
0.02% of portfolio
|
Q4 2024
Added 49.45%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
540
shares
|
$72,311
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
524
shares
|
$70,168
0.02% of portfolio
|
Q4 2022
Added 25.06%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
523
shares
|
$70,034
0.04% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
520
shares
|
$69,633
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
517
shares
|
$69,231
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
516
shares
|
$69,097
0.03% of portfolio
|
Q4 2023
Reduced 42.09%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
516
shares
|
$69,097
0.02% of portfolio
|
Q2 2023
Added 8.63%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
513
shares
|
$68,695
0.01% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
494
shares
|
$66,151
0.0% of portfolio
|
Q3 2024
Reduced 33.69%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
493
shares
|
$66,017
0.01% of portfolio
|
Q2 2025
Added 532.05%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
492
shares
|
$65,883
0.01% of portfolio
|
Q2 2025
Reduced 11.83%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
475
shares
|
$63,607
0.04% of portfolio
|
Q2 2024
Reduced 4.04%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
466
shares
|
$62,402
0.01% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
465
shares
|
$62,268
0.02% of portfolio
|
Q3 2024
Added 5066.67%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Jul 21, 2025 Q2 2025 |
460
shares
|
$61,598
0.0% of portfolio
|
Q2 2025
Reduced 70.32%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
450
shares
|
$60,259
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
443
shares
|
$59,322
0.02% of portfolio
|
Q2 2025
Reduced 53.9%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
433
shares
|
$57,983
0.01% of portfolio
|
Q2 2023
Reduced 6.07%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
422
shares
|
$56,510
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
400
shares
|
$53,564
0.0% of portfolio
|
Q1 2023
Reduced 69.23%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
400
shares
|
$53,564
0.02% of portfolio
|
Q2 2025
Reduced 3.61%
|