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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
5,026
shares
|
$692,834
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
5,017
shares
|
$691,593
2.55% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
4,953
shares
|
$682,771
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
4,909
shares
|
$676,705
0.03% of portfolio
|
Q3 2025
Added 128.54%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
4,885
shares
|
$673,397
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
4,881
shares
|
$672,845
0.2% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
4,838
shares
|
$666,918
0.06% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
4,826
shares
|
$665,264
0.02% of portfolio
|
Q4 2025
Added 0.75%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,801
shares
|
$661,817
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
4,780
shares
|
$658,923
0.01% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
4,772
shares
|
$657,820
0.03% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,770
shares
|
$657,544
0.05% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
4,765
shares
|
$656,855
0.62% of portfolio
|
Q4 2025
Added 7.66%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
4,752
shares
|
$655,063
0.14% of portfolio
|
Q4 2025
Added 33.37%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,746
shares
|
$654,236
0.03% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
4,706
shares
|
$648,722
0.06% of portfolio
|
Q3 2025
Reduced 9.26%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
4,703
shares
|
$648,308
0.1% of portfolio
|
Q3 2025
Added 74.31%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
4,703
shares
|
$648,308
0.01% of portfolio
|
Q3 2023
Added 3.66%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
4,620
shares
|
$636,867
0.02% of portfolio
|
Q4 2025
Added 48.41%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,617
shares
|
$636,453
0.0% of portfolio
|
Q4 2022
Added 44.33%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,617
shares
|
$636,453
0.18% of portfolio
|
Q3 2023
Added 51.73%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
4,611
shares
|
$635,626
0.0% of portfolio
|
Q3 2025
Added 9.19%
|
|
|
Port Capital LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,609
shares
|
$635,350
0.03% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
4,590
shares
|
$632,731
0.01% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
4,588
shares
|
$632,455
0.03% of portfolio
|
Q4 2025
Reduced 0.13%
|
|