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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,126
shares
|
$1.12 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
8,107
shares
|
$1.12 Million
0.47% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
8,104
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2025
Added 39.46%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
8,027
shares
|
$1.11 Million
0.66% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
7,999
shares
|
$1.1 Million
0.31% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
7,951
shares
|
$1.1 Million
0.78% of portfolio
|
Q3 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
7,942
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.03%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
7,908
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2025
Added 13.9%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
7,869
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Added 20.01%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
7,851
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
7,845
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2025
Reduced 14.31%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
7,780
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
7,772
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
7,742
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2025
Added 27.84%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
7,682
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
7,655
shares
|
$1.06 Million
0.42% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
7,650
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2025
Added 19.77%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
7,647
shares
|
$1.05 Million
0.37% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
7,618
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
7,572
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
7,559
shares
|
$1.04 Million
0.6% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
7,541
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Added 15.39%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
7,536
shares
|
$1.04 Million
0.11% of portfolio
|
Q2 2022
Reduced 11.72%
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
7,525
shares
|
$1.04 Million
0.16% of portfolio
|
Q3 2025
Reduced 7.48%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
7,510
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Added 6.63%
|
|