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 |
|---|---|---|---|---|---|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
1,478
shares
|
$203,742
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
1,475
shares
|
$203,328
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
1,474
shares
|
$203,190
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
1,468
shares
|
$202,363
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1,463
shares
|
$201,674
0.14% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
1,460
shares
|
$201,261
0.03% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,459
shares
|
$201,123
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
1,449
shares
|
$199,744
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
1,430
shares
|
$197,125
0.0% of portfolio
|
Q4 2022
Reduced 2.85%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,414
shares
|
$194,919
0.0% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,400
shares
|
$192,990
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,396
shares
|
$192,438
0.03% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,388
shares
|
$191,335
0.01% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,379
shares
|
$190,095
0.04% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
1,363
shares
|
$187,889
0.03% of portfolio
|
Q2 2025
Reduced 17.99%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
1,320
shares
|
$181,962
0.09% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
1,314
shares
|
$181,134
0.05% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
1,305
shares
|
$179,894
0.02% of portfolio
|
Q1 2017
Reduced 95.4%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,283
shares
|
$176,861
0.01% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
1,261
shares
|
$173,828
0.0% of portfolio
|
Q3 2025
Added 91.06%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
1,250
shares
|
$172,312
0.01% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,217
shares
|
$167,763
0.04% of portfolio
|
Q1 2022
Added 3.93%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,217
shares
|
$167,763
0.04% of portfolio
|
Q1 2023
Added 349.08%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
1,193
shares
|
$164,455
0.02% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
1,177
shares
|
$162,249
0.06% of portfolio
|
Q3 2025
Added 0.43%
|
|