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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
200
shares
|
$26,782
0.01% of portfolio
|
Q2 2024
Reduced 96.66%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
197
shares
|
$26,380
0.01% of portfolio
|
Q4 2022
Reduced 34.33%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
193
shares
|
$25,844
0.01% of portfolio
|
Q2 2025
Reduced 23.41%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
192
shares
|
$25,710
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
191
shares
|
$25,576
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
191
shares
|
$25,576
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
190
shares
|
$25,442
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
190
shares
|
$25,442
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
189
shares
|
$25,308
0.0% of portfolio
|
Q2 2023
Added 45.38%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
182
shares
|
$24,371
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
181
shares
|
$24,237
0.0% of portfolio
|
Q3 2024
Reduced 58.96%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
177
shares
|
$23,702
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
176
shares
|
$23,568
0.0% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
176
shares
|
$23,568
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
173
shares
|
$23,166
0.01% of portfolio
|
Q2 2025
Reduced 22.42%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
170
shares
|
$22,764
0.0% of portfolio
|
Q2 2025
Reduced 36.09%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
162
shares
|
$21,693
0.0% of portfolio
|
Q1 2025
Reduced 29.87%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
148
shares
|
$19,818
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
144
shares
|
$19,283
0.0% of portfolio
|
Q2 2024
Added 92.0%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
139
shares
|
$18,613
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
136
shares
|
$18,211
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
135
shares
|
$18,077
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
134
shares
|
$17,943
0.01% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
129
shares
|
$17,274
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
128
shares
|
$17,140
0.01% of portfolio
|
Q2 2025
Reduced 56.31%
|