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 |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
259
shares
|
$35,703
0.01% of portfolio
|
Q3 2025
Reduced 20.31%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
258
shares
|
$35,565
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
254
shares
|
$35,013
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
253
shares
|
$34,876
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
252
shares
|
$34,738
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
251
shares
|
$34,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
251
shares
|
$34,600
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
249
shares
|
$34,324
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
249
shares
|
$34,324
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
248
shares
|
$34,186
0.0% of portfolio
|
Q3 2025
Added 113.79%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
247
shares
|
$34,048
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
243
shares
|
$33,497
0.0% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
241
shares
|
$33,221
0.01% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
240
shares
|
$33,084
0.04% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
240
shares
|
$33,084
0.01% of portfolio
|
Q2 2023
Reduced 35.14%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
239
shares
|
$32,946
0.0% of portfolio
|
Q2 2025
Added 17.73%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
221
shares
|
$30,464
0.01% of portfolio
|
Q1 2024
Added 3.7%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
220
shares
|
$30,327
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
220
shares
|
$30,327
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
214
shares
|
$29,499
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
211
shares
|
$29,086
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
210
shares
|
$28,948
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
207
shares
|
$28,534
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
203
shares
|
$27,983
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
200
shares
|
$27,570
0.0% of portfolio
|
Q2 2025
Added 108.33%
|
|