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 |
|---|---|---|---|---|---|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
119,678
shares
|
$16 Million
0.26% of portfolio
|
Q2 2025
Reduced 30.43%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
114,969
shares
|
$15.4 Million
0.01% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
114,285
shares
|
$15.3 Million
0.49% of portfolio
|
Q2 2025
Added 102.94%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
112,229
shares
|
$15 Million
0.02% of portfolio
|
Q2 2025
Reduced 49.39%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
110,646
shares
|
$14.8 Million
4.83% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
108,971
shares
|
$14.6 Million
1.11% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
108,204
shares
|
$14.5 Million
0.41% of portfolio
|
Q4 2023
Reduced 6.28%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
107,436
shares
|
$14.4 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
105,256
shares
|
$14.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
103,045
shares
|
$13.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
100,657
shares
|
$13.5 Million
0.19% of portfolio
|
Q4 2023
Reduced 17.76%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
99,197
shares
|
$13.3 Million
0.97% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
96,789
shares
|
$13 Million
0.42% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
94,444
shares
|
$12.6 Million
0.2% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
92,945
shares
|
$12.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
92,500
shares
|
$12.4 Million
1.7% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
91,868
shares
|
$12.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
90,620
shares
|
$12.1 Million
3.79% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
88,483
shares
|
$11.8 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
85,715
shares
|
$11.5 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
82,810
shares
|
$11.1 Million
0.29% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
82,137
shares
|
$11 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
79,445
shares
|
$10.6 Million
0.16% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
78,414
shares
|
$10.5 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
78,233
shares
|
$10.5 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.65%
|