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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,081
shares
|
$568,932
0.08% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
4,078
shares
|
$568,513
0.03% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
4,043
shares
|
$563,634
0.3% of portfolio
|
Q1 2023
Added 177.49%
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
3,995
shares
|
$556,942
0.2% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
3,985
shares
|
$555,548
0.19% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,966
shares
|
$552,900
0.04% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
3,961
shares
|
$552,203
0.3% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
3,897
shares
|
$543,280
0.06% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
3,896
shares
|
$543,141
0.02% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
3,852
shares
|
$537,007
0.07% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
3,849
shares
|
$536,589
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
3,829
shares
|
$533,800
0.03% of portfolio
|
Q1 2024
Reduced 11.55%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,826
shares
|
$533,382
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,814
shares
|
$531,709
0.08% of portfolio
|
Q3 2022
Reduced 3.71%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
3,802
shares
|
$530,036
0.03% of portfolio
|
Q4 2023
Reduced 3.8%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
3,800
shares
|
$529,758
0.01% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jul 28, 2025 Q2 2025 |
3,800
shares
|
$529,758
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,767
shares
|
$525,157
0.15% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
3,761
shares
|
$524,321
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
3,761
shares
|
$524,321
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
3,760
shares
|
$524,181
0.09% of portfolio
|
Q2 2025
Added 21.1%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,752
shares
|
$523,066
0.03% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
3,724
shares
|
$519,162
0.04% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,697
shares
|
$515,398
0.03% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
3,676
shares
|
$512,471
0.21% of portfolio
|
Q2 2025
Added 37.42%
|