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 |
|---|---|---|---|---|---|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
1,544
shares
|
$215,249
0.0% of portfolio
|
Q2 2025
Reduced 20.54%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
1,538
shares
|
$214,412
0.03% of portfolio
|
Q2 2025
Reduced 10.63%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
1,535
shares
|
$213,994
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,524
shares
|
$212,460
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
1,489
shares
|
$207,581
0.0% of portfolio
|
Q2 2025
Added 17.8%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,488
shares
|
$207,442
0.0% of portfolio
|
Q3 2022
Added 194.07%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1,463
shares
|
$203,956
0.14% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
1,430
shares
|
$199,356
0.0% of portfolio
|
Q4 2022
Reduced 2.85%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
1,416
shares
|
$197,404
0.04% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,400
shares
|
$195,174
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,396
shares
|
$194,616
0.03% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,393
shares
|
$194,198
0.01% of portfolio
|
Q2 2025
Added 12.61%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
1,363
shares
|
$190,015
0.03% of portfolio
|
Q2 2025
Reduced 17.99%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
1,340
shares
|
$186,809
0.05% of portfolio
|
Q1 2025
Reduced 46.49%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
1,320
shares
|
$184,021
0.1% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,305
shares
|
$181,930
0.02% of portfolio
|
Q1 2017
Reduced 95.4%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,291
shares
|
$179,978
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,283
shares
|
$178,863
0.01% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
1,250
shares
|
$174,262
0.01% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
1,232
shares
|
$171,753
0.06% of portfolio
|
Q2 2025
Added 18.58%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
1,221
shares
|
$170,219
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,217
shares
|
$169,661
0.04% of portfolio
|
Q1 2022
Added 3.93%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,217
shares
|
$169,661
0.04% of portfolio
|
Q1 2023
Added 349.08%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,188
shares
|
$165,619
0.02% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
1,172
shares
|
$163,388
0.06% of portfolio
|
Q2 2025
Added 0.34%
|