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 |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
409
shares
|
$56,380
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
400
shares
|
$55,140
0.0% of portfolio
|
Q1 2023
Reduced 69.23%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
399
shares
|
$55,002
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
397
shares
|
$54,726
0.01% of portfolio
|
Q4 2022
Reduced 4.11%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
396
shares
|
$54,588
0.01% of portfolio
|
Q1 2024
Added 27.74%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
396
shares
|
$54,588
0.01% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
394
shares
|
$54,312
0.0% of portfolio
|
Q2 2025
Reduced 46.54%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
391
shares
|
$53,899
0.02% of portfolio
|
Q2 2024
Reduced 46.44%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
383
shares
|
$52,796
0.0% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
375
shares
|
$51,693
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
350
shares
|
$48,247
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
342
shares
|
$47,144
0.04% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
340
shares
|
$46,869
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
339
shares
|
$46,731
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
324
shares
|
$44,663
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
310
shares
|
$42,733
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
304
shares
|
$41,906
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
300
shares
|
$41,355
0.0% of portfolio
|
Q2 2025
Added 88.33%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
300
shares
|
$41,355
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
284
shares
|
$39,149
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
279
shares
|
$38,460
0.03% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
272
shares
|
$37,495
0.0% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
270
shares
|
$37,219
0.03% of portfolio
|
Q1 2023
Reduced 75.57%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
264
shares
|
$36,392
0.01% of portfolio
|
Q4 2024
Added 42.7%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
263
shares
|
$36,254
0.0% of portfolio
|
Q2 2024
New holding
|
|