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 1,058 institutions that hold shares in the stock, with a total of 93.7 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequent Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
15,536
shares
|
$2.14 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
15,347
shares
|
$2.12 Million
0.2% of portfolio
|
Q4 2023
Added 2.36%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
15,258
shares
|
$2.1 Million
0.48% of portfolio
|
Q3 2025
Added 12.14%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
15,073
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
14,995
shares
|
$2.07 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
14,931
shares
|
$2.06 Million
0.11% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
14,822
shares
|
$2.04 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
14,731
shares
|
$2.03 Million
0.04% of portfolio
|
Q3 2025
Added 150.06%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
14,655
shares
|
$2.02 Million
0.06% of portfolio
|
Q3 2025
Added 95.14%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
14,587
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
14,562
shares
|
$2.01 Million
0.02% of portfolio
|
Q2 2025
Added 37.64%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
14,561
shares
|
$2.01 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
14,501
shares
|
$2 Million
0.11% of portfolio
|
Q3 2025
Reduced 10.2%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,266
shares
|
$1.97 Million
0.05% of portfolio
|
Q2 2025
Reduced 51.99%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
14,262
shares
|
$1.97 Million
0.04% of portfolio
|
Q3 2025
Added 44.21%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
13,894
shares
|
$1.92 Million
0.05% of portfolio
|
Q3 2025
Added 9.64%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
13,781
shares
|
$1.9 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,615
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
13,411
shares
|
$1.85 Million
0.33% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
13,373
shares
|
$1.84 Million
0.76% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
13,306
shares
|
$1.83 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
13,216
shares
|
$1.82 Million
1.32% of portfolio
|
Q3 2025
Added 26.8%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
13,158
shares
|
$1.81 Million
0.69% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
12,963
shares
|
$1.79 Million
0.02% of portfolio
|
Q1 2025
Reduced 76.3%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
12,935
shares
|
$1.78 Million
0.9% of portfolio
|
Q3 2025
Added 24.42%
|
|