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 |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
19,726
shares
|
$2.72 Million
0.09% of portfolio
|
Q3 2025
Added 36.29%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
19,090
shares
|
$2.63 Million
0.06% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
19,003
shares
|
$2.62 Million
1.05% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
18,928
shares
|
$2.61 Million
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
18,627
shares
|
$2.57 Million
0.07% of portfolio
|
Q3 2025
Reduced 12.93%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
18,557
shares
|
$2.56 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
18,383
shares
|
$2.53 Million
0.0% of portfolio
|
Q2 2024
Added 7.11%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
18,311
shares
|
$2.52 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
18,190
shares
|
$2.51 Million
0.07% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
18,010
shares
|
$2.48 Million
0.05% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
17,745
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
17,439
shares
|
$2.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
17,286
shares
|
$2.38 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
17,213
shares
|
$2.37 Million
0.53% of portfolio
|
Q2 2025
Reduced 18.3%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
17,106
shares
|
$2.36 Million
0.04% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
17,083
shares
|
$2.35 Million
0.09% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
16,770
shares
|
$2.31 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
16,644
shares
|
$2.29 Million
0.68% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
16,597
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
16,582
shares
|
$2.29 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
16,441
shares
|
$2.27 Million
0.03% of portfolio
|
Q3 2025
Added 58.28%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
16,428
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2025
Added 50.4%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
16,387
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
16,170
shares
|
$2.23 Million
0.03% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
15,701
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2025
Added 59.95%
|
|