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 |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
200
shares
|
$27,570
0.01% of portfolio
|
Q1 2025
Reduced 48.98%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
200
shares
|
$27,570
0.01% of portfolio
|
Q2 2024
Reduced 96.66%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
197
shares
|
$27,156
0.01% of portfolio
|
Q4 2022
Reduced 34.33%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
195
shares
|
$26,880
0.01% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
193
shares
|
$26,605
0.01% of portfolio
|
Q2 2025
Reduced 23.41%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
193
shares
|
$26,605
0.01% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
192
shares
|
$26,467
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
190
shares
|
$26,191
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
190
shares
|
$26,191
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
189
shares
|
$26,053
0.0% of portfolio
|
Q2 2023
Added 45.38%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
182
shares
|
$25,088
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
181
shares
|
$24,950
0.0% of portfolio
|
Q3 2024
Reduced 58.96%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
178
shares
|
$24,537
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
177
shares
|
$24,399
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
170
shares
|
$23,434
0.0% of portfolio
|
Q3 2025
Reduced 36.09%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
170
shares
|
$23,434
0.0% of portfolio
|
Q2 2025
Reduced 36.09%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
162
shares
|
$22,331
0.0% of portfolio
|
Q1 2025
Reduced 29.87%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
148
shares
|
$20,401
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
147
shares
|
$20,263
0.01% of portfolio
|
Q3 2025
Reduced 80.58%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
144
shares
|
$19,850
0.0% of portfolio
|
Q2 2024
Added 92.0%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
139
shares
|
$19,161
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
136
shares
|
$18,747
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
134
shares
|
$18,471
0.01% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
134
shares
|
$18,471
0.0% of portfolio
|
Q3 2025
Reduced 40.44%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
132
shares
|
$18,196
0.0% of portfolio
|
Q3 2025
Reduced 23.7%
|
|