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 |
|---|---|---|---|---|---|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
53,335
shares
|
$7.14 Million
2.72% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
52,084
shares
|
$6.97 Million
2.64% of portfolio
|
Q2 2025
Added 20.8%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
51,987
shares
|
$6.96 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
51,890
shares
|
$6.95 Million
0.01% of portfolio
|
Q2 2025
Added 300.29%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
51,495
shares
|
$6.9 Million
2.12% of portfolio
|
Q1 2023
Added 6.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
51,334
shares
|
$6.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
50,861
shares
|
$6.81 Million
5.31% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
50,336
shares
|
$6.74 Million
0.51% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
49,998
shares
|
$6.7 Million
2.95% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
49,516
shares
|
$6.63 Million
1.07% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
49,117
shares
|
$6.58 Million
0.36% of portfolio
|
Q2 2025
Added 33.17%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
48,412
shares
|
$6.48 Million
0.08% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
47,016
shares
|
$6.3 Million
0.23% of portfolio
|
Q2 2025
Reduced 22.13%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
45,364
shares
|
$6.07 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
43,589
shares
|
$5.84 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
42,911
shares
|
$5.75 Million
2.65% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
41,052
shares
|
$5.5 Million
0.09% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
40,526
shares
|
$5.43 Million
0.04% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Aug 12, 2025 Q2 2025 |
39,466
shares
|
$5.28 Million
5.15% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
39,187
shares
|
$5.25 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
38,561
shares
|
$5.16 Million
0.22% of portfolio
|
Q2 2025
Added 83.7%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
37,832
shares
|
$5.07 Million
0.03% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
37,828
shares
|
$5.07 Million
0.36% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
37,639
shares
|
$5.04 Million
1.92% of portfolio
|
Q2 2025
Added 10.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
37,468
shares
|
$5.02 Million
0.02% of portfolio
|
Q2 2025
Added 4.26%
|