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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
37,415
shares
|
$5.01 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
37,400
shares
|
$5.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
37,317
shares
|
$5 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
36,783
shares
|
$4.93 Million
0.01% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
34,663
shares
|
$4.64 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
34,605
shares
|
$4.63 Million
1.15% of portfolio
|
Q2 2025
Added 19.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
34,351
shares
|
$4.6 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
33,172
shares
|
$4.44 Million
1.41% of portfolio
|
Q4 2023
Reduced 4.29%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
32,771
shares
|
$4.39 Million
0.0% of portfolio
|
Q2 2025
Added 13114.11%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
32,480
shares
|
$4.35 Million
0.83% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
32,155
shares
|
$4.31 Million
0.17% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
32,126
shares
|
$4.3 Million
4.08% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
31,627
shares
|
$4.24 Million
0.14% of portfolio
|
Q1 2023
Reduced 3.49%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 11, 2025 Q2 2025 |
30,768
shares
|
$4.12 Million
3.55% of portfolio
|
Q2 2025
Reduced 29.13%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
30,708
shares
|
$4.11 Million
0.0% of portfolio
|
Q2 2023
Added 5.68%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
30,445
shares
|
$4.08 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
30,408
shares
|
$4.07 Million
0.02% of portfolio
|
Q1 2025
Added 54.51%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
30,356
shares
|
$4.06 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
30,048
shares
|
$4.02 Million
0.05% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
30,000
shares
|
$4.02 Million
1.17% of portfolio
|
Q2 2022
Reduced 9.29%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
29,590
shares
|
$3.96 Million
0.0% of portfolio
|
Q2 2025
Added 203.55%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
29,559
shares
|
$3.96 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
28,494
shares
|
$3.82 Million
0.42% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
28,477
shares
|
$3.81 Million
1.21% of portfolio
|
Q1 2024
Reduced 4.3%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
27,975
shares
|
$3.75 Million
1.68% of portfolio
|
Q2 2025
New holding
|