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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
397
shares
|
$53,162
0.01% of portfolio
|
Q4 2022
Reduced 4.11%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
396
shares
|
$53,028
0.01% of portfolio
|
Q1 2024
Added 27.74%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
396
shares
|
$53,028
0.01% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
394
shares
|
$52,760
0.0% of portfolio
|
Q2 2025
Reduced 46.54%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
391
shares
|
$52,358
0.02% of portfolio
|
Q2 2024
Reduced 46.44%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
375
shares
|
$50,216
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
375
shares
|
$50,216
0.0% of portfolio
|
Q1 2023
Reduced 60.65%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
350
shares
|
$46,868
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
340
shares
|
$45,529
0.04% of portfolio
|
Q2 2025
Added 107.32%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
339
shares
|
$45,395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
335
shares
|
$44,859
0.04% of portfolio
|
Q2 2025
Added 324.05%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
325
shares
|
$43,520
0.01% of portfolio
|
Q1 2025
Added 25.48%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
303
shares
|
$40,574
0.0% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
300
shares
|
$40,173
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
300
shares
|
$40,173
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
295
shares
|
$39,503
0.0% of portfolio
|
Q2 2025
Reduced 92.07%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
284
shares
|
$38,030
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
279
shares
|
$37,360
0.03% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
272
shares
|
$36,423
0.0% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
271
shares
|
$36,289
0.0% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
270
shares
|
$36,155
0.05% of portfolio
|
Q1 2023
Reduced 75.57%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
266
shares
|
$35,620
0.01% of portfolio
|
Q2 2024
Reduced 66.96%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
264
shares
|
$35,352
0.01% of portfolio
|
Q4 2024
Added 42.7%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
263
shares
|
$35,218
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
258
shares
|
$34,548
0.0% of portfolio
|
Q2 2025
New holding
|