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 1,059 institutions that hold shares in the stock, with a total of 93.7 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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
10,907
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
10,878
shares
|
$1.5 Million
0.08% of portfolio
|
Q3 2025
Added 17.68%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
10,805
shares
|
$1.49 Million
1.81% of portfolio
|
Q4 2022
Reduced 33.61%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
10,781
shares
|
$1.49 Million
0.72% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
10,693
shares
|
$1.47 Million
0.12% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
10,563
shares
|
$1.46 Million
0.92% of portfolio
|
Q3 2025
Added 47.59%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
10,559
shares
|
$1.46 Million
1.4% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
10,531
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
10,475
shares
|
$1.44 Million
1.16% of portfolio
|
Q3 2025
Reduced 71.54%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
10,451
shares
|
$1.44 Million
1.0% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
10,398
shares
|
$1.43 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
10,390
shares
|
$1.43 Million
0.15% of portfolio
|
Q2 2025
Reduced 13.94%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
10,335
shares
|
$1.42 Million
0.18% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
10,271
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2025 Q3 2025 |
10,247
shares
|
$1.41 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
10,111
shares
|
$1.39 Million
0.13% of portfolio
|
Q3 2025
Reduced 11.25%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
10,110
shares
|
$1.39 Million
0.31% of portfolio
|
Q3 2025
Added 13.54%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
9,975
shares
|
$1.38 Million
0.49% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
9,800
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 45.86%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
9,740
shares
|
$1.34 Million
0.71% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
9,730
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
9,557
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Added 32.99%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
9,508
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Added 256.24%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
9,477
shares
|
$1.31 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
9,400
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|