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 |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
76,564
shares
|
$10.3 Million
0.07% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
76,249
shares
|
$10.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
73,514
shares
|
$9.84 Million
0.43% of portfolio
|
Q2 2025
Added 120.35%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
72,955
shares
|
$9.77 Million
0.12% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
72,242
shares
|
$9.67 Million
0.03% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
71,318
shares
|
$9.55 Million
2.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
68,402
shares
|
$9.16 Million
1.33% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
67,108
shares
|
$8.99 Million
0.53% of portfolio
|
Q2 2025
Reduced 9.55%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
65,980
shares
|
$8.84 Million
0.77% of portfolio
|
Q2 2025
Added 57.68%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 15, 2025 Q2 2025 |
64,611
shares
|
$8.65 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
62,389
shares
|
$8.35 Million
1.14% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
62,213
shares
|
$8.33 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
61,499
shares
|
$8.24 Million
0.16% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
59,958
shares
|
$8.03 Million
0.21% of portfolio
|
Q1 2024
Reduced 3.3%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
59,905
shares
|
$8.02 Million
0.04% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
59,813
shares
|
$8.01 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
58,954
shares
|
$7.89 Million
0.02% of portfolio
|
Q3 2023
Reduced 22.36%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
58,148
shares
|
$7.79 Million
0.19% of portfolio
|
Q4 2023
Added 13.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
56,732
shares
|
$7.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
56,607
shares
|
$7.58 Million
2.43% of portfolio
|
Q2 2025
Added 55.52%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
56,076
shares
|
$7.51 Million
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
55,749
shares
|
$7.47 Million
0.16% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
55,485
shares
|
$7.43 Million
0.07% of portfolio
|
Q2 2025
Added 67.76%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
55,344
shares
|
$7.41 Million
3.79% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
55,042
shares
|
$7.37 Million
0.04% of portfolio
|
Q2 2025
Reduced 16.44%
|