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 |
|---|---|---|---|---|---|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
3,662
shares
|
$510,519
0.31% of portfolio
|
Q3 2023
Reduced 10.05%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
3,655
shares
|
$509,543
0.0% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
3,648
shares
|
$508,567
0.0% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
3,644
shares
|
$508,010
0.12% of portfolio
|
Q2 2024
Reduced 15.78%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
3,636
shares
|
$506,894
0.02% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
3,626
shares
|
$505,500
0.07% of portfolio
|
Q2 2025
Reduced 30.12%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
3,585
shares
|
$499,784
0.01% of portfolio
|
Q2 2025
Added 13.27%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
3,578
shares
|
$498,808
0.46% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
3,565
shares
|
$496,996
0.24% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
3,560
shares
|
$496,299
0.24% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,558
shares
|
$496,020
0.13% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
3,558
shares
|
$496,020
0.02% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
3,517
shares
|
$490,304
0.07% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,497
shares
|
$487,516
0.05% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Aug 11, 2025 Q2 2025 |
3,478
shares
|
$484,867
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
3,460
shares
|
$482,358
0.02% of portfolio
|
Q2 2025
Reduced 53.55%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
3,437
shares
|
$479,152
0.09% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
3,422
shares
|
$477,061
0.19% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
3,422
shares
|
$477,061
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
3,403
shares
|
$474,412
0.06% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
3,380
shares
|
$471,205
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
3,374
shares
|
$470,369
0.01% of portfolio
|
Q2 2025
Reduced 21.81%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
3,368
shares
|
$469,532
1.13% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
3,353
shares
|
$467,441
0.03% of portfolio
|
Q2 2025
Reduced 25.06%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
3,338
shares
|
$465,350
0.01% of portfolio
|
Q2 2025
Added 12.16%
|