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 |
|---|---|---|---|---|---|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
4,184
shares
|
$576,764
0.02% of portfolio
|
Q2 2025
Reduced 26.39%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
4,160
shares
|
$573,456
0.01% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,135
shares
|
$570,009
0.18% of portfolio
|
Q3 2021
Added 0.41%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
4,121
shares
|
$568,079
0.11% of portfolio
|
Q4 2025
Reduced 1.03%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
4,118
shares
|
$567,666
0.14% of portfolio
|
Q4 2025
Added 31.61%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
4,110
shares
|
$566,563
0.04% of portfolio
|
Q3 2025
Reduced 20.27%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
4,104
shares
|
$565,736
0.32% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
4,102
shares
|
$565,460
0.23% of portfolio
|
Q3 2025
Reduced 8.5%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
4,098
shares
|
$564,909
0.01% of portfolio
|
Q4 2025
Reduced 0.32%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,081
shares
|
$562,565
0.08% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
4,060
shares
|
$559,671
0.18% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
4,049
shares
|
$558,154
0.42% of portfolio
|
Q4 2025
Reduced 1.32%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
4,037
shares
|
$556,500
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
4,018
shares
|
$553,881
0.19% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
3,995
shares
|
$550,710
0.2% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
3,957
shares
|
$545,472
0.03% of portfolio
|
Q4 2025
Reduced 16.11%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3,953
shares
|
$544,921
0.01% of portfolio
|
Q3 2025
Added 40.78%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
3,898
shares
|
$537,339
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
3,892
shares
|
$536,512
0.3% of portfolio
|
Q3 2025
Added 17.69%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
3,882
shares
|
$535,133
0.19% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
3,850
shares
|
$530,722
0.04% of portfolio
|
Q4 2025
Reduced 4.7%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
3,829
shares
|
$527,827
0.04% of portfolio
|
Q1 2024
Reduced 11.55%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,826
shares
|
$527,414
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
3,821
shares
|
$526,724
0.16% of portfolio
|
Q3 2025
Added 41.62%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
3,819
shares
|
$526,449
0.07% of portfolio
|
Q3 2025
Reduced 0.86%
|
|