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 |
|---|---|---|---|---|---|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
2,050
shares
|
$282,592
0.12% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
2,039
shares
|
$281,076
0.06% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2025 Q3 2025 |
2,035
shares
|
$280,524
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Villere St Denis J & CO LLC
|
Nov 04, 2025 Q3 2025 |
2,033
shares
|
$280,249
0.03% of portfolio
|
Q2 2025
Reduced 25.56%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
2,028
shares
|
$279,559
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
2,026
shares
|
$279,284
0.01% of portfolio
|
Q3 2025
Reduced 20.95%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
2,019
shares
|
$278,319
0.12% of portfolio
|
Q2 2025
Reduced 26.87%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
2,007
shares
|
$276,664
0.05% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,003
shares
|
$276,113
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,983
shares
|
$273,356
0.01% of portfolio
|
Q3 2025
Reduced 11.08%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,974
shares
|
$272,115
0.05% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
First Hawaiian Bank
|
Oct 02, 2025 Q3 2025 |
1,962
shares
|
$270,461
0.04% of portfolio
|
Q2 2024
Added 10.66%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
1,955
shares
|
$269,496
0.08% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
1,946
shares
|
$268,256
0.01% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
1,937
shares
|
$267,015
0.02% of portfolio
|
Q2 2023
Reduced 10.57%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,934
shares
|
$266,601
0.07% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
1,907
shares
|
$262,879
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
1,906
shares
|
$262,742
0.01% of portfolio
|
Q3 2025
Added 9.48%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
1,900
shares
|
$261,915
0.07% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
1,885
shares
|
$259,847
0.02% of portfolio
|
Q2 2025
Reduced 17.4%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
1,865
shares
|
$257,090
0.15% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
1,859
shares
|
$256,263
0.03% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
1,856
shares
|
$255,849
0.01% of portfolio
|
Q4 2024
Reduced 13.51%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
Nov 12, 2025 Q3 2025 |
1,850
shares
|
$255,022
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
1,842
shares
|
$253,919
0.02% of portfolio
|
Q2 2025
Added 198.06%
|
|