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 1,059 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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
12,760
shares
|
$1.76 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
12,636
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
12,630
shares
|
$1.74 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
12,615
shares
|
$1.74 Million
0.53% of portfolio
|
Q3 2025
Reduced 16.49%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
12,558
shares
|
$1.73 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,466
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2022
Added 55.48%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
12,430
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2025
Added 11.98%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
12,401
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
12,228
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
12,113
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
12,078
shares
|
$1.66 Million
0.03% of portfolio
|
Q3 2025
Added 141.85%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
12,057
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
11,950
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
11,884
shares
|
$1.64 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
11,425
shares
|
$1.57 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
11,379
shares
|
$1.57 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
11,303
shares
|
$1.56 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
11,294
shares
|
$1.56 Million
0.38% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
11,263
shares
|
$1.55 Million
0.08% of portfolio
|
Q3 2022
Reduced 2.14%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
11,211
shares
|
$1.55 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
11,175
shares
|
$1.54 Million
0.86% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
11,066
shares
|
$1.53 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
11,047
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2025
Reduced 41.08%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
11,037
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
11,001
shares
|
$1.52 Million
0.71% of portfolio
|
Q2 2022
Reduced 4.58%
|
|