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 |
|---|---|---|---|---|---|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
3,066
shares
|
$427,431
0.39% of portfolio
|
Q2 2025
Added 20.14%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
3,064
shares
|
$427,152
0.02% of portfolio
|
Q2 2025
Reduced 37.01%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
3,027
shares
|
$421,994
0.02% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
3,021
shares
|
$421,157
0.04% of portfolio
|
Q3 2024
Reduced 16.45%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
3,009
shares
|
$419,484
0.15% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,007
shares
|
$419,205
0.08% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,001
shares
|
$418,369
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
3,000
shares
|
$418,230
0.23% of portfolio
|
Q3 2022
New holding
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
3,000
shares
|
$418,230
0.02% of portfolio
|
Q4 2021
Reduced 0.03%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
2,996
shares
|
$417,672
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,973
shares
|
$414,465
0.29% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
2,966
shares
|
$413,490
0.11% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
2,966
shares
|
$413,490
0.21% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
2,960
shares
|
$412,653
0.1% of portfolio
|
Q1 2021
Reduced 28.85%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
2,910
shares
|
$405,683
0.07% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,905
shares
|
$404,986
0.06% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,904
shares
|
$404,846
0.05% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
2,888
shares
|
$402,616
0.01% of portfolio
|
Q2 2025
Added 81.64%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
2,871
shares
|
$400,246
0.02% of portfolio
|
Q2 2025
Added 13.34%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
2,866
shares
|
$399,549
0.11% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
2,862
shares
|
$398,991
0.02% of portfolio
|
Q3 2022
Added 43.6%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
2,854
shares
|
$397,876
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
2,839
shares
|
$395,784
0.03% of portfolio
|
Q2 2025
Added 28.23%
|
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
2,810
shares
|
$391,742
0.17% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
2,808
shares
|
$391,463
0.01% of portfolio
|
Q2 2025
Reduced 20.0%
|