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 1,024 institutions that hold shares in the stock, with a total of 97.6 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 |
|---|---|---|---|---|---|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
6,191
shares
|
$828,046
0.06% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,174
shares
|
$825,772
0.02% of portfolio
|
Q1 2025
Reduced 17.16%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
6,171
shares
|
$825,371
0.04% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
6,168
shares
|
$824,970
0.02% of portfolio
|
Q1 2025
Reduced 62.53%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
6,160
shares
|
$823,900
0.25% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
6,150
shares
|
$822,562
0.18% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
6,139
shares
|
$821,091
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
6,103
shares
|
$816,276
0.01% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
6,073
shares
|
$812,263
0.5% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Mycio Wealth Partners, LLC
|
May 07, 2025 Q1 2025 |
6,010
shares
|
$803,837
0.18% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,945
shares
|
$795,143
0.29% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Apr 18, 2025 Q1 2025 |
5,868
shares
|
$784,845
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Stegner Investment Associates Inc.
|
May 05, 2025 Q1 2025 |
5,859
shares
|
$783,641
0.52% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
5,839
shares
|
$780,966
0.02% of portfolio
|
Q1 2025
Reduced 27.46%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
5,823
shares
|
$778,826
0.03% of portfolio
|
Q1 2025
Reduced 94.43%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,814
shares
|
$777,622
0.08% of portfolio
|
Q2 2024
Added 4.12%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
5,733
shares
|
$766,788
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,689
shares
|
$760,903
0.17% of portfolio
|
Q4 2023
Reduced 0.35%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
5,677
shares
|
$759,298
0.1% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
5,674
shares
|
$758,897
0.02% of portfolio
|
Q1 2025
Added 4589.26%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
5,668
shares
|
$758,095
0.09% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
5,653
shares
|
$756,088
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
5,653
shares
|
$756,088
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
5,590
shares
|
$747,662
0.34% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,581
shares
|
$746,458
0.02% of portfolio
|
Q1 2025
Reduced 7.42%
|