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 |
|---|---|---|---|---|---|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
2,960
shares
|
$408,036
0.09% of portfolio
|
Q1 2021
Reduced 28.85%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
2,960
shares
|
$408,036
0.48% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
2,960
shares
|
$408,036
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
2,954
shares
|
$407,208
0.04% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
2,950
shares
|
$406,657
0.06% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
2,934
shares
|
$404,451
0.14% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
2,911
shares
|
$401,281
0.07% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,904
shares
|
$400,316
0.05% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
2,866
shares
|
$395,078
0.1% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
2,862
shares
|
$394,526
0.02% of portfolio
|
Q3 2022
Added 43.6%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
2,839
shares
|
$391,356
0.03% of portfolio
|
Q2 2025
Added 28.23%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
2,830
shares
|
$390,115
0.15% of portfolio
|
Q3 2025
Added 19.92%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
2,810
shares
|
$387,358
0.16% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
2,810
shares
|
$387,358
0.14% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
2,797
shares
|
$385,566
0.04% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
2,791
shares
|
$384,739
0.09% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
2,764
shares
|
$381,017
0.11% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
2,761
shares
|
$380,603
0.03% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
2,750
shares
|
$379,087
0.21% of portfolio
|
Q3 2025
Reduced 31.98%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
2,742
shares
|
$377,984
0.03% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Oct 27, 2025 Q3 2025 |
2,733
shares
|
$376,744
0.6% of portfolio
|
Q3 2025
Added 48.13%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
2,731
shares
|
$376,468
0.03% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
2,715
shares
|
$374,262
0.02% of portfolio
|
Q3 2025
Reduced 23.69%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
2,711
shares
|
$373,711
0.03% of portfolio
|
Q2 2025
Reduced 62.7%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
2,697
shares
|
$371,781
0.01% of portfolio
|
Q3 2025
Added 1.24%
|
|