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 |
|---|---|---|---|---|---|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
1,157
shares
|
$159,492
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,151
shares
|
$158,665
0.01% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,149
shares
|
$158,389
0.01% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
1,127
shares
|
$155,356
0.0% of portfolio
|
Q3 2025
Reduced 69.17%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
1,115
shares
|
$153,702
0.04% of portfolio
|
Q3 2025
Reduced 16.79%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,108
shares
|
$152,737
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
1,108
shares
|
$152,737
0.06% of portfolio
|
Q3 2025
Added 111.85%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
1,093
shares
|
$150,670
0.03% of portfolio
|
Q4 2023
Reduced 0.45%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,044
shares
|
$143,915
0.03% of portfolio
|
Q2 2022
Reduced 4.04%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
1,018
shares
|
$140,331
0.09% of portfolio
|
Q2 2025
Reduced 47.06%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,007
shares
|
$138,814
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
1,007
shares
|
$138,814
0.05% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
992
shares
|
$136,747
0.03% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
990
shares
|
$136,471
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
961
shares
|
$132,473
0.02% of portfolio
|
Q1 2020
Added 10.97%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
951
shares
|
$131,095
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
947
shares
|
$130,543
0.09% of portfolio
|
Q3 2025
Reduced 11.08%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
909
shares
|
$125,305
0.06% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
896
shares
|
$123,513
0.07% of portfolio
|
Q2 2025
Added 646.67%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 14, 2025 Q3 2025 |
886
shares
|
$122,135
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
865
shares
|
$119,240
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
862
shares
|
$118,826
0.03% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
850
shares
|
$117,172
0.01% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
816
shares
|
$112,485
0.02% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
814
shares
|
$112,209
0.02% of portfolio
|
Q1 2023
New holding
|
|