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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
575
shares
|
$79,263
0.02% of portfolio
|
Q3 2025
Added 858.33%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
573
shares
|
$78,988
0.01% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
556
shares
|
$76,644
0.01% of portfolio
|
Q1 2024
Added 4.91%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
541
shares
|
$74,576
0.02% of portfolio
|
Q4 2024
Added 49.45%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
540
shares
|
$74,439
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
520
shares
|
$71,682
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
517
shares
|
$71,268
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
516
shares
|
$71,130
0.03% of portfolio
|
Q4 2023
Reduced 42.09%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
516
shares
|
$71,130
0.02% of portfolio
|
Q2 2023
Added 8.63%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
513
shares
|
$70,717
0.01% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
510
shares
|
$70,303
0.01% of portfolio
|
Q3 2025
Reduced 43.33%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
503
shares
|
$69,338
0.01% of portfolio
|
Q3 2025
Reduced 38.96%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
502
shares
|
$69,200
0.02% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
502
shares
|
$69,200
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
502
shares
|
$69,200
0.02% of portfolio
|
Q3 2025
Added 25.5%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
494
shares
|
$68,097
0.0% of portfolio
|
Q3 2024
Reduced 33.69%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
489
shares
|
$67,408
0.0% of portfolio
|
Q3 2025
Reduced 16.98%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
483
shares
|
$66,581
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
475
shares
|
$65,478
0.04% of portfolio
|
Q2 2024
Reduced 4.04%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
469
shares
|
$64,651
0.0% of portfolio
|
Q3 2025
Reduced 34.59%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
466
shares
|
$64,238
0.01% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
465
shares
|
$64,100
0.02% of portfolio
|
Q3 2024
Added 5066.67%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
450
shares
|
$62,032
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
433
shares
|
$59,689
0.01% of portfolio
|
Q2 2023
Reduced 6.07%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
430
shares
|
$59,275
0.01% of portfolio
|
Q3 2025
New holding
|
|