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 |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
12,943,315
shares
|
$1.78 Billion
5.15% of portfolio
|
Q2 2023
Added 0.76%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
10,047,475
shares
|
$1.39 Billion
0.96% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
8,245,471
shares
|
$1.14 Billion
0.07% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,751,715
shares
|
$517 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,675,090
shares
|
$507 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
3,427,479
shares
|
$472 Million
1.18% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
2,823,287
shares
|
$389 Million
1.65% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
2,698,999
shares
|
$372 Million
6.75% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,451,800
shares
|
$338 Million
0.06% of portfolio
|
Q2 2025
Reduced 22.67%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,189,330
shares
|
$302 Million
0.37% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,073,188
shares
|
$286 Million
0.38% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
2,020,035
shares
|
$278 Million
1.6% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,637,262
shares
|
$226 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,594,763
shares
|
$220 Million
0.44% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,312,650
shares
|
$181 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,203,672
shares
|
$166 Million
0.05% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,177,815
shares
|
$162 Million
9.66% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,102,565
shares
|
$152 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
992,566
shares
|
$137 Million
3.21% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
945,096
shares
|
$130 Million
0.09% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
857,248
shares
|
$118 Million
0.04% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
843,697
shares
|
$116 Million
1.59% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
753,343
shares
|
$104 Million
0.9% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
732,105
shares
|
$101 Million
0.01% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Stephens Group Asset Management, LLC
|
Oct 07, 2025 Q3 2025 |
712,170
shares
|
$98.2 Million
6.73% of portfolio
|
Q3 2025
Reduced 4.27%
|
|