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 |
|---|---|---|---|---|---|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
9,400
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
9,370
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,368
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
9,349
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Nov 10, 2025 Q3 2025 |
9,322
shares
|
$1.29 Million
1.28% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
9,264
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
9,199
shares
|
$1.27 Million
0.47% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
9,053
shares
|
$1.25 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
8,989
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
8,985
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
8,959
shares
|
$1.23 Million
0.09% of portfolio
|
Q3 2025
Reduced 40.62%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
8,955
shares
|
$1.23 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
8,728
shares
|
$1.2 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
8,680
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,636
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
8,634
shares
|
$1.19 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
8,598
shares
|
$1.19 Million
0.1% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 15, 2025 Q3 2025 |
8,576
shares
|
$1.18 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
8,551
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
8,512
shares
|
$1.17 Million
1.03% of portfolio
|
Q4 2025
New holding
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
8,497
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
8,416
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2025
Reduced 24.15%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
8,390
shares
|
$1.16 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
8,299
shares
|
$1.14 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
8,256
shares
|
$1.14 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.5%
|
|