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 |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
3,515
shares
|
$484,542
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,499
shares
|
$482,337
0.05% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
3,497
shares
|
$482,061
0.08% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Nov 13, 2025 Q3 2025 |
3,478
shares
|
$479,442
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
3,464
shares
|
$477,512
0.01% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
3,459
shares
|
$476,823
0.02% of portfolio
|
Q4 2025
Reduced 4.29%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 12, 2026 Q4 2025 |
3,459
shares
|
$476,823
0.2% of portfolio
|
Q4 2025
Reduced 31.04%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jan 13, 2026 Q4 2025 |
3,422
shares
|
$471,722
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
3,420
shares
|
$471,447
0.13% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
3,415
shares
|
$470,757
0.07% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
3,414
shares
|
$470,619
0.41% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
3,401
shares
|
$468,827
0.01% of portfolio
|
Q3 2025
Added 17.76%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
3,400
shares
|
$468,690
0.19% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
3,382
shares
|
$466,208
1.02% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
3,380
shares
|
$465,933
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
3,375
shares
|
$465,243
0.08% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
3,373
shares
|
$464,968
0.0% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,314
shares
|
$456,834
0.04% of portfolio
|
Q1 2023
Added 0.09%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
3,271
shares
|
$450,907
0.01% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
3,257
shares
|
$448,977
0.05% of portfolio
|
Q4 2025
Reduced 4.37%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,245
shares
|
$447,323
0.22% of portfolio
|
Q4 2022
Reduced 2.17%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
3,237
shares
|
$446,220
0.02% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
3,233
shares
|
$445,669
0.01% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
3,231
shares
|
$445,393
0.01% of portfolio
|
Q3 2023
Reduced 0.68%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
3,216
shares
|
$443,325
0.01% of portfolio
|
Q3 2025
Reduced 4.68%
|
|