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 |
|---|---|---|---|---|---|
|
Stegner Investment Associates Inc.
|
Nov 06, 2025 Q3 2025 |
4,549
shares
|
$627,079
0.35% of portfolio
|
Q3 2025
Reduced 17.5%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
4,548
shares
|
$626,941
0.11% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
4,529
shares
|
$624,322
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
4,506
shares
|
$621,152
0.02% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
4,495
shares
|
$619,635
0.04% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
4,465
shares
|
$615,500
0.01% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
4,465
shares
|
$615,500
0.04% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
4,461
shares
|
$614,948
0.01% of portfolio
|
Q3 2025
Reduced 46.27%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
4,450
shares
|
$613,432
0.19% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
4,376
shares
|
$603,231
0.09% of portfolio
|
Q2 2018
Reduced 1.29%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
4,357
shares
|
$600,612
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
4,357
shares
|
$600,612
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
4,344
shares
|
$598,820
0.0% of portfolio
|
Q3 2025
Reduced 15.49%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
4,342
shares
|
$598,544
0.27% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,339
shares
|
$598,131
0.03% of portfolio
|
Q2 2022
Added 67.72%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
4,317
shares
|
$595,098
0.02% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
4,314
shares
|
$594,684
0.02% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
4,309
shares
|
$593,995
0.06% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
4,276
shares
|
$589,446
0.46% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
4,244
shares
|
$585,035
0.02% of portfolio
|
Q3 2025
Reduced 13.41%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
4,234
shares
|
$583,656
0.03% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
4,229
shares
|
$582,967
0.25% of portfolio
|
Q3 2021
Reduced 7.4%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
4,222
shares
|
$582,002
0.09% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
4,219
shares
|
$581,589
0.0% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
4,195
shares
|
$578,280
0.18% of portfolio
|
Q3 2025
Reduced 0.26%
|
|