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 |
|---|---|---|---|---|---|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
128
shares
|
$17,140
0.0% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
126
shares
|
$16,872
0.01% of portfolio
|
Q4 2022
Reduced 62.61%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
121
shares
|
$16,203
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
120
shares
|
$16,069
0.0% of portfolio
|
Q2 2025
Reduced 19.17%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
119
shares
|
$15,935
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
119
shares
|
$15,935
0.01% of portfolio
|
Q4 2023
Reduced 39.9%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
117
shares
|
$15,667
0.0% of portfolio
|
Q2 2023
Reduced 53.94%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
117
shares
|
$15,667
0.0% of portfolio
|
Q2 2025
Reduced 24.03%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
116
shares
|
$15,533
0.0% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
113
shares
|
$15,131
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
111
shares
|
$14,864
0.0% of portfolio
|
Q2 2024
Reduced 72.99%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
110
shares
|
$14,730
0.0% of portfolio
|
Q3 2019
Reduced 45.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
109
shares
|
$14,596
0.01% of portfolio
|
Q1 2023
Added 808.33%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
107
shares
|
$14,328
0.0% of portfolio
|
Q4 2024
Reduced 86.35%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$13,391
0.0% of portfolio
|
Q2 2025
Reduced 45.95%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
100
shares
|
$13,391
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
96
shares
|
$12,855
0.0% of portfolio
|
Q3 2021
Reduced 48.66%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
95
shares
|
$12,721
0.0% of portfolio
|
Q4 2023
Added 1.06%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
94
shares
|
$12,587
0.0% of portfolio
|
Q4 2024
Reduced 40.88%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
87
shares
|
$11,650
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
79
shares
|
$10,578
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
78
shares
|
$10,444
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
77
shares
|
$10,311
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
77
shares
|
$10,311
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
75
shares
|
$10,043
0.0% of portfolio
|
Q1 2022
Reduced 75.25%
|