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 |
|---|---|---|---|---|---|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
254
shares
|
$34,013
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
253
shares
|
$33,879
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
252
shares
|
$33,745
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
251
shares
|
$33,611
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
250
shares
|
$33,477
0.0% of portfolio
|
Q1 2025
Reduced 24.01%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
249
shares
|
$33,343
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
249
shares
|
$33,343
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
247
shares
|
$33,075
0.02% of portfolio
|
Q2 2024
Reduced 84.51%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
247
shares
|
$33,075
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
243
shares
|
$32,540
0.0% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
240
shares
|
$32,138
0.04% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
240
shares
|
$32,138
0.01% of portfolio
|
Q2 2023
Reduced 35.14%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
239
shares
|
$32,004
0.0% of portfolio
|
Q2 2025
Added 17.73%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
239
shares
|
$32,004
0.01% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
225
shares
|
$30,129
0.0% of portfolio
|
Q1 2024
Added 36.36%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
221
shares
|
$29,594
0.01% of portfolio
|
Q1 2024
Added 3.7%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
220
shares
|
$29,460
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
220
shares
|
$29,460
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
219
shares
|
$29,326
0.03% of portfolio
|
Q1 2025
Reduced 12.05%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
214
shares
|
$28,656
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
211
shares
|
$28,255
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
203
shares
|
$27,183
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
202
shares
|
$27,049
0.01% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
200
shares
|
$26,782
0.0% of portfolio
|
Q2 2025
Added 108.33%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
200
shares
|
$26,782
0.01% of portfolio
|
Q1 2025
Reduced 48.98%
|