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 |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
7,509
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2022
Reduced 7.11%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
7,455
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
7,394
shares
|
$1.02 Million
0.12% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
7,368
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
7,292
shares
|
$1.01 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
7,292
shares
|
$1.01 Million
0.17% of portfolio
|
Q2 2025
Added 175.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
7,278
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
7,253
shares
|
$999,826
0.07% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
7,207
shares
|
$993,484
0.07% of portfolio
|
Q3 2025
Reduced 29.36%
|
|
|
Five Oceans Advisors
|
Jan 16, 2026 Q4 2025 |
7,166
shares
|
$987,833
0.45% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
7,137
shares
|
$983,835
0.05% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
7,105
shares
|
$979,424
0.91% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
7,065
shares
|
$973,910
0.03% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
7,007
shares
|
$965,914
0.34% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
6,955
shares
|
$958,746
0.08% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
6,926
shares
|
$954,749
0.31% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
6,902
shares
|
$951,440
0.01% of portfolio
|
Q3 2025
Reduced 17.07%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
6,898
shares
|
$950,889
0.1% of portfolio
|
Q3 2025
Added 77.01%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
6,884
shares
|
$948,959
0.05% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
6,879
shares
|
$948,270
0.02% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
6,851
shares
|
$944,410
0.03% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
6,846
shares
|
$943,721
0.04% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
6,846
shares
|
$943,721
0.15% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
6,687
shares
|
$921,802
0.08% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
6,677
shares
|
$920,424
0.33% of portfolio
|
Q4 2025
Added 47.59%
|
|