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 |
|---|---|---|---|---|---|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
34
shares
|
$4,552
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
31
shares
|
$4,151
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
30
shares
|
$4,017
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
28
shares
|
$3,749
0.0% of portfolio
|
Q4 2024
Added 86.67%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
27
shares
|
$3,615
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
27
shares
|
$3,615
0.0% of portfolio
|
Q2 2025
Reduced 52.63%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
25
shares
|
$3,347
0.0% of portfolio
|
Q2 2025
Reduced 75.73%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
25
shares
|
$3,347
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
22
shares
|
$2,946
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
22
shares
|
$2,946
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
21
shares
|
$2,812
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
20
shares
|
$2,678
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
19
shares
|
$2,544
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
18
shares
|
$2,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
15
shares
|
$2,008
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15
shares
|
$2,008
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
14
shares
|
$1,874
0.0% of portfolio
|
Q3 2023
Reduced 73.08%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
11
shares
|
$1,473
0.0% of portfolio
|
Q2 2025
Reduced 74.42%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
10
shares
|
$1,339
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
9
shares
|
$1,205
0.0% of portfolio
|
Q2 2025
Reduced 99.99%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
7
shares
|
$937
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
6
shares
|
$803
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
4
shares
|
$535
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
4
shares
|
$535
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
1
shares
|
$133
0.0% of portfolio
|
Q1 2025
New holding
|