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 |
|---|---|---|---|---|---|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
210,228
shares
|
$29 Million
2.95% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
199,731
shares
|
$27.5 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
179,375
shares
|
$24.7 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
171,753
shares
|
$23.7 Million
2.48% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
170,086
shares
|
$23.4 Million
0.75% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
168,928
shares
|
$23.3 Million
0.01% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
167,953
shares
|
$23.2 Million
0.5% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
167,520
shares
|
$23.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
158,256
shares
|
$21.8 Million
0.05% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
154,874
shares
|
$21.3 Million
7.71% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
154,758
shares
|
$21.3 Million
6.26% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
153,401
shares
|
$21.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
151,958
shares
|
$20.9 Million
3.52% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
145,313
shares
|
$20 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
144,812
shares
|
$20 Million
2.43% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
First Citizens Investor Services, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
140,799
shares
|
$19.4 Million
7.6% of portfolio
|
Q3 2025
New holding
|
|
|
Bishop & CO Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
139,778
shares
|
$19.3 Million
6.53% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
138,290
shares
|
$19.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
134,885
shares
|
$18.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
134,326
shares
|
$18.5 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
134,156
shares
|
$18.5 Million
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
125,961
shares
|
$17.4 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Oct 07, 2025 Q3 2025 |
125,588
shares
|
$17.3 Million
9.56% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
125,114
shares
|
$17.2 Million
0.28% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
124,728
shares
|
$17.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.1%
|
|