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 1,060 institutions that hold shares in the stock, with a total of 93.6 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
22,769
shares
|
$3.14 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
22,592
shares
|
$3.11 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
22,521
shares
|
$3.1 Million
0.35% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
22,429
shares
|
$3.09 Million
0.1% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
22,350
shares
|
$3.08 Million
0.09% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
22,276
shares
|
$3.07 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
22,238
shares
|
$3.07 Million
0.07% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
22,127
shares
|
$3.05 Million
0.15% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
21,999
shares
|
$3.03 Million
0.26% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
21,986
shares
|
$3.03 Million
0.01% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
21,810
shares
|
$3.01 Million
0.13% of portfolio
|
Q3 2025
Reduced 43.44%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
21,324
shares
|
$2.94 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
21,185
shares
|
$2.92 Million
1.88% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
21,147
shares
|
$2.92 Million
0.71% of portfolio
|
Q3 2025
Reduced 12.06%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
21,049
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
21,026
shares
|
$2.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.82%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
20,883
shares
|
$2.88 Million
0.09% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
20,857
shares
|
$2.88 Million
0.21% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
20,686
shares
|
$2.85 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
20,631
shares
|
$2.84 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
20,627
shares
|
$2.84 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
20,599
shares
|
$2.84 Million
0.07% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
20,345
shares
|
$2.8 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 29, 2025 Q3 2025 |
19,962
shares
|
$2.75 Million
0.96% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
19,817
shares
|
$2.73 Million
0.93% of portfolio
|
Q2 2023
Reduced 8.75%
|
|