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 |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
2,512
shares
|
$346,279
0.03% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
2,506
shares
|
$345,452
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
2,500
shares
|
$344,625
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
2,500
shares
|
$344,625
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
2,500
shares
|
$344,625
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,494
shares
|
$343,797
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
2,487
shares
|
$342,832
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
2,476
shares
|
$341,316
0.06% of portfolio
|
Q1 2023
Reduced 0.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
2,475
shares
|
$341,178
0.01% of portfolio
|
Q3 2025
Added 47.76%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,458
shares
|
$338,835
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
2,444
shares
|
$336,905
0.01% of portfolio
|
Q3 2025
Reduced 50.63%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
2,427
shares
|
$334,561
0.03% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
2,420
shares
|
$333,597
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
2,412
shares
|
$332,494
0.01% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
2,390
shares
|
$329,461
0.01% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
2,382
shares
|
$328,358
0.1% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
2,344
shares
|
$323,120
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
2,335
shares
|
$321,879
0.01% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Oct 27, 2025 Q3 2025 |
2,332
shares
|
$321,466
0.13% of portfolio
|
Q3 2025
Added 19.9%
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
2,328
shares
|
$320,914
0.24% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
2,311
shares
|
$318,571
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
2,308
shares
|
$318,157
0.02% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Oct 27, 2025 Q3 2025 |
2,306
shares
|
$317,882
0.14% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
2,298
shares
|
$316,779
0.18% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
2,295
shares
|
$316,365
0.03% of portfolio
|
Q3 2025
Reduced 5.63%
|
|