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 |
|---|---|---|---|---|---|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,718
shares
|
$236,826
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Oct 27, 2025 Q3 2025 |
1,717
shares
|
$236,688
0.12% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,707
shares
|
$235,309
0.13% of portfolio
|
Q2 2022
Reduced 71.85%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,706
shares
|
$235,172
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
1,702
shares
|
$234,620
0.6% of portfolio
|
Q2 2024
Reduced 12.58%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
1,695
shares
|
$233,655
0.01% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
1,691
shares
|
$233,104
0.06% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
1,689
shares
|
$232,828
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
1,685
shares
|
$232,277
0.02% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,682
shares
|
$231,863
0.02% of portfolio
|
Q2 2023
Reduced 19.21%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,682
shares
|
$231,863
0.02% of portfolio
|
Q2 2023
Reduced 19.21%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1,680
shares
|
$231,588
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
1,665
shares
|
$229,520
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
1,665
shares
|
$229,520
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,664
shares
|
$229,382
0.03% of portfolio
|
Q3 2025
Reduced 81.1%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,661
shares
|
$228,968
0.02% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
1,661
shares
|
$228,968
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
1,650
shares
|
$227,452
0.03% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
1,645
shares
|
$226,763
0.03% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
1,639
shares
|
$225,936
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
1,634
shares
|
$225,246
0.0% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
1,634
shares
|
$225,246
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
1,632
shares
|
$224,971
0.07% of portfolio
|
Q3 2025
Reduced 28.98%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
1,623
shares
|
$223,730
0.05% of portfolio
|
Q4 2023
Reduced 3.91%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,622
shares
|
$223,592
0.19% of portfolio
|
Q4 2024
Added 10.19%
|
|