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 1,033 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 $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
8,107
shares
|
$1.13 Million
0.47% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
7,850
shares
|
$1.09 Million
0.31% of portfolio
|
Q2 2023
Reduced 1.94%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
7,780
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
7,735
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
7,628
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
7,549
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Added 29.29%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
7,536
shares
|
$1.05 Million
0.11% of portfolio
|
Q2 2022
Reduced 11.72%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
7,532
shares
|
$1.05 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
7,510
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,509
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2022
Reduced 7.11%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
7,455
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.22%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
7,414
shares
|
$1.03 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
7,393
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2025
Added 51.12%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
7,301
shares
|
$1.02 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
7,292
shares
|
$1.02 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
7,292
shares
|
$1.02 Million
0.17% of portfolio
|
Q2 2025
Added 175.79%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
7,260
shares
|
$1.01 Million
0.36% of portfolio
|
Q2 2025
Added 13.92%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
7,257
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
7,257
shares
|
$1.01 Million
0.17% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
7,253
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
7,186
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
7,174
shares
|
$1 Million
0.11% of portfolio
|
Q2 2025
Reduced 36.49%
|
|
|
Nvest Financial, LLC
|
Jul 28, 2025 Q2 2025 |
7,157
shares
|
$997,757
0.53% of portfolio
|
Q2 2025
Added 173.9%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
7,138
shares
|
$995,108
0.46% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
7,072
shares
|
$985,907
0.34% of portfolio
|
Q2 2025
Reduced 0.49%
|