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 |
|---|---|---|---|---|---|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,814
shares
|
$525,759
0.08% of portfolio
|
Q3 2022
Reduced 3.71%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
3,802
shares
|
$524,105
0.03% of portfolio
|
Q4 2023
Reduced 3.8%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jan 13, 2026 Q4 2025 |
3,800
shares
|
$523,830
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
3,779
shares
|
$520,935
0.03% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
3,761
shares
|
$518,453
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
3,761
shares
|
$518,453
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
3,757
shares
|
$517,902
0.14% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Sherman Wealth Management LLC
Gaithersburg, MD |
Jan 13, 2026 Q4 2025 |
3,750
shares
|
$516,937
0.52% of portfolio
|
Q4 2025
Reduced 0.85%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
3,736
shares
|
$515,007
0.03% of portfolio
|
Q3 2025
Added 30.13%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
3,706
shares
|
$510,872
0.03% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
3,699
shares
|
$509,907
0.03% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
3,698
shares
|
$509,769
0.03% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
3,687
shares
|
$508,252
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
3,675
shares
|
$506,598
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
3,662
shares
|
$504,806
0.31% of portfolio
|
Q3 2023
Reduced 10.05%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3,651
shares
|
$503,290
0.02% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
3,650
shares
|
$503,152
0.04% of portfolio
|
Q3 2025
Reduced 36.66%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
3,649
shares
|
$503,014
0.27% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
3,644
shares
|
$502,325
0.12% of portfolio
|
Q2 2024
Reduced 15.78%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
3,600
shares
|
$496,260
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,572
shares
|
$492,400
0.13% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
3,565
shares
|
$491,435
0.23% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,530
shares
|
$486,610
0.01% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
3,527
shares
|
$486,196
0.01% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
3,517
shares
|
$484,818
0.06% of portfolio
|
Q1 2025
Added 0.49%
|
|