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 1,061 institutions that hold shares in the stock, with a total of 93.6 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 |
|---|---|---|---|---|---|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
3,182
shares
|
$438,638
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,168
shares
|
$436,708
0.03% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
3,164
shares
|
$436,157
0.03% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
3,129
shares
|
$431,332
0.11% of portfolio
|
Q3 2025
Reduced 26.77%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,124
shares
|
$430,643
0.01% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Holland Advisory Services, Inc.
|
Oct 14, 2025 Q3 2025 |
3,114
shares
|
$429,264
0.6% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
3,113
shares
|
$429,127
0.02% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
3,101
shares
|
$427,472
0.04% of portfolio
|
Q1 2025
Reduced 33.04%
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
3,100
shares
|
$427,335
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
3,096
shares
|
$426,783
0.15% of portfolio
|
Q2 2025
Reduced 19.29%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
3,090
shares
|
$425,956
0.02% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
3,089
shares
|
$425,818
0.08% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
3,088
shares
|
$425,680
0.02% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
3,084
shares
|
$425,129
0.07% of portfolio
|
Q1 2025
Added 48.99%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
3,079
shares
|
$424,440
0.12% of portfolio
|
Q2 2022
Added 26.76%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
3,061
shares
|
$421,958
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
3,025
shares
|
$416,996
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
3,021
shares
|
$416,444
0.06% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
3,000
shares
|
$413,550
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
3,000
shares
|
$413,550
0.02% of portfolio
|
Q4 2021
Reduced 0.03%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,973
shares
|
$409,828
0.29% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
2,971
shares
|
$409,552
0.03% of portfolio
|
Q3 2025
Added 21.41%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,970
shares
|
$409,414
0.08% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
2,966
shares
|
$408,863
0.2% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
2,963
shares
|
$408,449
0.02% of portfolio
|
Q3 2025
Reduced 2.11%
|
|