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 |
|---|---|---|---|---|---|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
27,971
shares
|
$3.75 Million
1.29% of portfolio
|
Q2 2025
Reduced 28.29%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
27,828
shares
|
$3.73 Million
0.15% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
27,820
shares
|
$3.73 Million
0.05% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
27,789
shares
|
$3.72 Million
0.15% of portfolio
|
Q2 2025
Reduced 36.7%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
27,609
shares
|
$3.7 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
27,489
shares
|
$3.68 Million
0.14% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Aug 13, 2025 Q2 2025 |
27,395
shares
|
$3.67 Million
0.09% of portfolio
|
Q2 2025
Reduced 44.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
27,389
shares
|
$3.67 Million
0.0% of portfolio
|
Q2 2025
Added 195.78%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
26,493
shares
|
$3.55 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
26,361
shares
|
$3.53 Million
0.32% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,875
shares
|
$3.46 Million
0.11% of portfolio
|
Q2 2020
Reduced 46.91%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
25,341
shares
|
$3.39 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
24,760
shares
|
$3.32 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Aug 05, 2025 Q2 2025 |
24,749
shares
|
$3.31 Million
1.67% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
24,667
shares
|
$3.3 Million
0.86% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
24,511
shares
|
$3.28 Million
2.28% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
24,399
shares
|
$3.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
24,048
shares
|
$3.22 Million
0.8% of portfolio
|
Q2 2025
Added 17.5%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
23,777
shares
|
$3.18 Million
0.91% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
23,644
shares
|
$3.17 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
23,637
shares
|
$3.17 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
23,301
shares
|
$3.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 68.05%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
23,069
shares
|
$3.09 Million
0.4% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
22,592
shares
|
$3.03 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
22,521
shares
|
$3.02 Million
0.35% of portfolio
|
Q2 2025
Reduced 8.8%
|