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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
1,620
shares
|
$223,317
0.05% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
1,620
shares
|
$223,317
0.05% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,620
shares
|
$223,317
0.13% of portfolio
|
Q4 2019
New holding
|
|
|
Marotta Asset Management
|
Oct 16, 2025 Q3 2025 |
1,617
shares
|
$222,903
0.04% of portfolio
|
Q2 2025
Reduced 14.98%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
1,615
shares
|
$222,627
0.0% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
1,614
shares
|
$222,489
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
1,612
shares
|
$222,214
0.04% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,602
shares
|
$220,835
0.0% of portfolio
|
Q3 2025
Reduced 28.86%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
1,602
shares
|
$220,835
0.03% of portfolio
|
Q3 2025
Reduced 11.34%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
1,597
shares
|
$220,146
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
1,590
shares
|
$219,181
0.04% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
1,575
shares
|
$217,113
0.01% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
1,574
shares
|
$216,975
0.02% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
1,566
shares
|
$215,873
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
1,565
shares
|
$215,735
0.08% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
1,565
shares
|
$215,735
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
1,564
shares
|
$215,597
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
1,538
shares
|
$212,013
0.03% of portfolio
|
Q2 2025
Reduced 10.63%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
1,538
shares
|
$212,013
0.04% of portfolio
|
Q3 2025
Reduced 22.64%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,524
shares
|
$210,083
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
1,508
shares
|
$207,877
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,497
shares
|
$206,361
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,488
shares
|
$205,120
0.0% of portfolio
|
Q3 2022
Added 194.07%
|
|
|
Farmers Trust CO
|
Oct 01, 2025 Q3 2025 |
1,485
shares
|
$204,707
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
1,480
shares
|
$204,018
0.05% of portfolio
|
Q3 2025
New holding
|
|