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 |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
2,690
shares
|
$370,816
0.02% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
2,681
shares
|
$369,575
0.03% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
2,679
shares
|
$369,300
0.12% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
2,676
shares
|
$368,886
0.15% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
2,662
shares
|
$366,956
0.11% of portfolio
|
Q2 2025
Reduced 22.64%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
2,661
shares
|
$366,818
0.02% of portfolio
|
Q3 2025
Added 16.2%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
2,642
shares
|
$364,199
0.0% of portfolio
|
Q3 2025
Reduced 11.96%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
2,626
shares
|
$361,994
0.04% of portfolio
|
Q1 2024
Added 32.23%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
2,619
shares
|
$361,029
0.03% of portfolio
|
Q1 2023
Reduced 38.33%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
2,607
shares
|
$359,374
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
2,602
shares
|
$358,685
0.0% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
2,591
shares
|
$357,169
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,587
shares
|
$356,617
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
2,585
shares
|
$356,342
0.05% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,585
shares
|
$356,342
0.11% of portfolio
|
Q4 2023
Reduced 76.35%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
2,581
shares
|
$355,790
0.01% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
2,571
shares
|
$354,412
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
2,571
shares
|
$354,412
0.08% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
2,571
shares
|
$354,412
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
2,546
shares
|
$350,966
0.11% of portfolio
|
Q3 2025
Reduced 14.16%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
2,546
shares
|
$350,966
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
2,533
shares
|
$349,174
0.01% of portfolio
|
Q2 2025
Added 42.06%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
2,528
shares
|
$348,484
0.01% of portfolio
|
Q4 2024
Added 34.25%
|
|
|
Cohen Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
2,524
shares
|
$347,933
0.06% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
2,519
shares
|
$347,244
0.09% of portfolio
|
Q3 2025
Reduced 3.78%
|
|