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 1,061 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 |
|---|---|---|---|---|---|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 27, 2025 Q3 2025 |
620,076
shares
|
$85.5 Million
8.88% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
580,628
shares
|
$80 Million
0.03% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
548,633
shares
|
$75.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
531,001
shares
|
$73.2 Million
0.36% of portfolio
|
Q2 2023
Reduced 95.91%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
524,534
shares
|
$72.3 Million
3.34% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
437,299
shares
|
$60.3 Million
4.08% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
430,051
shares
|
$59.3 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
408,017
shares
|
$56.2 Million
0.44% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
402,401
shares
|
$55.5 Million
0.07% of portfolio
|
Q3 2025
Added 20.08%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
366,952
shares
|
$50.6 Million
0.38% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
334,636
shares
|
$46.1 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
330,633
shares
|
$45.6 Million
1.13% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
298,904
shares
|
$41.2 Million
5.71% of portfolio
|
Q3 2023
Reduced 4.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
295,634
shares
|
$40.8 Million
0.05% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
290,834
shares
|
$40.1 Million
2.23% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
282,781
shares
|
$39 Million
0.03% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
265,321
shares
|
$36.6 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
257,943
shares
|
$35.6 Million
1.28% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
252,309
shares
|
$34.8 Million
7.01% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
238,485
shares
|
$32.9 Million
1.22% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
237,813
shares
|
$32.8 Million
0.05% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 17, 2025 Q3 2025 |
225,308
shares
|
$31.1 Million
8.4% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
215,702
shares
|
$29.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
214,223
shares
|
$29.5 Million
0.96% of portfolio
|
Q3 2025
Added 10.47%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
210,877
shares
|
$29.1 Million
2.62% of portfolio
|
Q3 2024
Added 8.09%
|
|