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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
6,629
shares
|
$913,807
0.22% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
6,615
shares
|
$911,877
0.04% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
6,446
shares
|
$888,581
0.01% of portfolio
|
Q4 2025
Reduced 1.42%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
6,440
shares
|
$887,754
0.11% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
6,430
shares
|
$886,375
0.26% of portfolio
|
Q4 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
6,415
shares
|
$884,307
0.06% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
6,411
shares
|
$883,756
0.09% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,396
shares
|
$881,688
0.02% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
6,298
shares
|
$868,179
0.2% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
6,264
shares
|
$863,492
0.01% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
6,171
shares
|
$850,672
0.04% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
6,150
shares
|
$847,777
0.19% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Prosperity Planning, Inc.
|
Jan 14, 2026 Q4 2025 |
6,113
shares
|
$842,677
0.24% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
6,100
shares
|
$840,885
0.01% of portfolio
|
Q4 2025
Reduced 31.1%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
6,065
shares
|
$836,060
0.09% of portfolio
|
Q3 2025
Reduced 15.46%
|
|
|
Mycio Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
6,058
shares
|
$835,095
0.2% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
5,988
shares
|
$825,445
0.05% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,981
shares
|
$824,480
0.01% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,945
shares
|
$819,518
0.29% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,941
shares
|
$818,966
0.02% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
5,872
shares
|
$809,455
0.02% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jan 15, 2026 Q4 2025 |
5,868
shares
|
$808,903
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
5,847
shares
|
$806,008
0.01% of portfolio
|
Q3 2025
Reduced 41.13%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
5,814
shares
|
$801,459
0.08% of portfolio
|
Q2 2024
Added 4.12%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,689
shares
|
$784,228
0.17% of portfolio
|
Q4 2023
Reduced 0.35%
|
|