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 |
|---|---|---|---|---|---|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
4,982
shares
|
$666,342
0.6% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
4,901
shares
|
$655,508
0.02% of portfolio
|
Q2 2025
Added 26.64%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
4,892
shares
|
$654,305
0.09% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,885
shares
|
$653,368
0.02% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
4,885
shares
|
$653,368
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
4,864
shares
|
$650,560
0.01% of portfolio
|
Q1 2025
Reduced 40.67%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
4,864
shares
|
$650,560
0.04% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
4,840
shares
|
$647,350
0.05% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
4,838
shares
|
$647,082
0.06% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
4,790
shares
|
$640,662
0.05% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
4,787
shares
|
$640,261
0.03% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
4,786
shares
|
$640,127
0.3% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
4,772
shares
|
$638,255
0.03% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,770
shares
|
$637,987
0.05% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,703
shares
|
$629,026
0.01% of portfolio
|
Q3 2023
Added 3.66%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
4,693
shares
|
$627,688
0.0% of portfolio
|
Q1 2025
Reduced 18.01%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
4,635
shares
|
$619,931
0.01% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,617
shares
|
$617,523
0.0% of portfolio
|
Q4 2022
Added 44.33%
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
4,617
shares
|
$617,523
0.16% of portfolio
|
Q3 2023
Added 51.73%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
4,574
shares
|
$611,772
0.04% of portfolio
|
Q1 2025
Added 40.61%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
4,548
shares
|
$608,295
0.12% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
4,529
shares
|
$605,753
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
4,526
shares
|
$605,352
0.03% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
4,511
shares
|
$603,346
0.04% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
4,493
shares
|
$600,938
0.02% of portfolio
|
Q1 2025
Added 0.13%
|