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 |
|---|---|---|---|---|---|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
2,293
shares
|
$316,090
0.13% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
2,289
shares
|
$315,538
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
2,282
shares
|
$314,573
0.17% of portfolio
|
Q3 2025
Added 26.01%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
2,281
shares
|
$314,435
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
2,280
shares
|
$314,298
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,280
shares
|
$314,298
0.09% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
2,263
shares
|
$311,954
0.08% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
2,262
shares
|
$311,816
0.0% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
2,259
shares
|
$311,403
0.0% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
2,246
shares
|
$309,611
0.11% of portfolio
|
Q3 2025
Added 10.64%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
2,213
shares
|
$305,062
0.05% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
2,207
shares
|
$304,234
0.0% of portfolio
|
Q3 2025
Reduced 10.1%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,199
shares
|
$303,132
0.01% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
2,186
shares
|
$301,340
0.06% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
2,181
shares
|
$300,650
0.01% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
2,170
shares
|
$299,134
0.07% of portfolio
|
Q4 2024
Added 10.71%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,155
shares
|
$297,066
0.02% of portfolio
|
Q2 2022
Reduced 2.88%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Oct 23, 2025 Q3 2025 |
2,135
shares
|
$294,309
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,131
shares
|
$293,758
0.01% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
2,104
shares
|
$290,036
0.01% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
2,097
shares
|
$289,071
0.1% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
2,070
shares
|
$285,349
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
2,067
shares
|
$284,935
0.02% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
2,060
shares
|
$283,971
0.13% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
2,057
shares
|
$283,557
0.11% of portfolio
|
Q2 2024
Reduced 29.07%
|
|