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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
7,043
shares
|
$981,864
0.0% of portfolio
|
Q2 2025
Reduced 45.84%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
7,015
shares
|
$977,961
0.32% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
6,955
shares
|
$969,596
0.08% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
6,915
shares
|
$964,020
0.06% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
6,909
shares
|
$963,183
0.02% of portfolio
|
Q4 2022
Reduced 1.43%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
6,884
shares
|
$959,698
0.05% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
6,825
shares
|
$951,473
0.55% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
6,665
shares
|
$929,167
0.07% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
6,659
shares
|
$928,331
0.03% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
6,649
shares
|
$926,937
0.24% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
6,629
shares
|
$924,148
0.2% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
6,557
shares
|
$914,111
0.02% of portfolio
|
Q2 2025
Reduced 24.25%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
6,535
shares
|
$911,044
0.02% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
6,531
shares
|
$910,486
0.04% of portfolio
|
Q2 2025
Added 160.41%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
6,485
shares
|
$904,073
0.0% of portfolio
|
Q2 2025
Added 44.69%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
6,446
shares
|
$898,636
0.06% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
6,411
shares
|
$893,757
0.09% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
6,387
shares
|
$890,411
0.04% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
6,369
shares
|
$887,902
0.02% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
6,236
shares
|
$869,360
0.02% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,232
shares
|
$868,803
0.0% of portfolio
|
Q2 2025
Added 65.61%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
6,191
shares
|
$863,087
0.06% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
6,171
shares
|
$860,299
0.04% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
6,169
shares
|
$860,020
0.0% of portfolio
|
Q2 2025
Added 20.87%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
6,160
shares
|
$858,765
0.25% of portfolio
|
Q1 2025
Reduced 1.04%
|