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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
22,300
shares
|
$2.99 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
22,212
shares
|
$2.97 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
22,189
shares
|
$2.97 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
22,046
shares
|
$2.95 Million
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
21,951
shares
|
$2.94 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
21,890
shares
|
$2.93 Million
1.97% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
21,852
shares
|
$2.93 Million
0.26% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
21,422
shares
|
$2.87 Million
0.55% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
21,334
shares
|
$2.86 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
20,904
shares
|
$2.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 33.03%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
20,846
shares
|
$2.79 Million
0.09% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
20,799
shares
|
$2.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.28%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
20,778
shares
|
$2.78 Million
0.89% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
20,701
shares
|
$2.77 Million
0.16% of portfolio
|
Q2 2025
Added 13.84%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
20,697
shares
|
$2.77 Million
0.22% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
20,646
shares
|
$2.76 Million
0.01% of portfolio
|
Q2 2025
Added 26.38%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
19,957
shares
|
$2.67 Million
0.08% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
19,924
shares
|
$2.67 Million
0.09% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
19,817
shares
|
$2.65 Million
0.9% of portfolio
|
Q2 2023
Reduced 8.75%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
19,075
shares
|
$2.55 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
19,020
shares
|
$2.55 Million
0.89% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
18,991
shares
|
$2.54 Million
1.05% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
18,921
shares
|
$2.53 Million
0.02% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
18,906
shares
|
$2.53 Million
0.26% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
18,749
shares
|
$2.51 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.97%
|