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 |
|---|---|---|---|---|---|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
808
shares
|
$111,382
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
808
shares
|
$111,382
0.0% of portfolio
|
Q3 2017
Reduced 75.62%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
784
shares
|
$108,074
0.03% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
767
shares
|
$105,730
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
748
shares
|
$103,111
0.01% of portfolio
|
Q4 2023
Added 11.31%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
743
shares
|
$102,422
0.03% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
721
shares
|
$99,389
0.04% of portfolio
|
Q3 2025
Added 62.75%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
717
shares
|
$98,838
0.01% of portfolio
|
Q2 2023
Reduced 6.15%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
716
shares
|
$98,700
0.05% of portfolio
|
Q1 2022
Added 3.17%
|
|
|
Vaughan Nelson Investment Management, L.P.
|
Oct 22, 2025 Q3 2025 |
690
shares
|
$95,116
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
686
shares
|
$94,565
0.09% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
679
shares
|
$93,600
0.03% of portfolio
|
Q4 2023
Reduced 11.24%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
679
shares
|
$93,600
0.03% of portfolio
|
Q1 2025
Added 248.21%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
674
shares
|
$92,910
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
670
shares
|
$92,359
0.0% of portfolio
|
Q2 2025
Reduced 69.45%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
660
shares
|
$90,981
0.0% of portfolio
|
Q4 2023
Reduced 27.55%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
659
shares
|
$90,843
0.01% of portfolio
|
Q2 2025
Added 25.05%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
658
shares
|
$90,705
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
631
shares
|
$86,983
0.04% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
627
shares
|
$86,431
0.03% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
624
shares
|
$86,018
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
617
shares
|
$85,053
0.01% of portfolio
|
Q3 2022
Added 0.65%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
614
shares
|
$84,639
0.0% of portfolio
|
Q3 2025
Reduced 26.11%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
600
shares
|
$82,710
0.01% of portfolio
|
Q3 2025
Reduced 50.86%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
596
shares
|
$82,158
0.03% of portfolio
|
Q2 2021
Reduced 9.15%
|
|