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 |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
5,684
shares
|
$783,539
0.05% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
5,665
shares
|
$780,920
0.32% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
5,653
shares
|
$779,266
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
5,653
shares
|
$779,266
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
5,624
shares
|
$775,268
0.02% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
5,593
shares
|
$770,995
0.02% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
5,561
shares
|
$766,583
0.01% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
5,526
shares
|
$761,759
0.09% of portfolio
|
Q4 2025
Reduced 3.41%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
5,501
shares
|
$758,312
0.3% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
5,447
shares
|
$750,868
0.01% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
5,431
shares
|
$748,663
0.08% of portfolio
|
Q4 2025
Added 4.54%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
5,389
shares
|
$742,873
0.01% of portfolio
|
Q3 2025
Reduced 43.3%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
5,373
shares
|
$740,668
0.01% of portfolio
|
Q3 2025
Added 24.29%
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
5,355
shares
|
$738,186
0.45% of portfolio
|
Q4 2025
Reduced 0.52%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
5,350
shares
|
$737,497
0.17% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
5,312
shares
|
$732,259
0.22% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
5,294
shares
|
$729,777
0.04% of portfolio
|
Q3 2025
Added 176.59%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
5,270
shares
|
$726,469
0.01% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,223
shares
|
$719,990
0.01% of portfolio
|
Q2 2024
Added 1.56%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
5,206
shares
|
$717,647
0.06% of portfolio
|
Q4 2025
Reduced 3.38%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
5,188
shares
|
$715,165
0.04% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
5,135
shares
|
$707,859
0.06% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
5,073
shares
|
$699,313
0.03% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
5,049
shares
|
$696,004
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
5,040
shares
|
$694,764
0.02% of portfolio
|
Q2 2020
Reduced 22.47%
|
|