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 1,060 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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
124,133
shares
|
$17.1 Million
0.03% of portfolio
|
Q3 2025
Added 11.22%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
123,185
shares
|
$17 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
121,466
shares
|
$16.7 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
118,813
shares
|
$16.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.97%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
118,272
shares
|
$16.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
114,875
shares
|
$15.8 Million
1.13% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
111,756
shares
|
$15.4 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
110,693
shares
|
$15.3 Million
4.78% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
108,204
shares
|
$14.9 Million
0.41% of portfolio
|
Q4 2023
Reduced 6.28%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
105,880
shares
|
$14.6 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
104,261
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
100,657
shares
|
$13.9 Million
0.19% of portfolio
|
Q4 2023
Reduced 17.76%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
100,650
shares
|
$13.9 Million
0.7% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
98,579
shares
|
$13.6 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
98,487
shares
|
$13.6 Million
0.03% of portfolio
|
Q3 2025
Added 1496.48%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
97,942
shares
|
$13.5 Million
0.35% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
92,040
shares
|
$12.7 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
90,874
shares
|
$12.5 Million
1.62% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
90,620
shares
|
$12.5 Million
3.79% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
87,657
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
87,496
shares
|
$12.1 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
84,832
shares
|
$11.7 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
84,755
shares
|
$11.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.81%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
82,810
shares
|
$11.4 Million
0.29% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
82,205
shares
|
$11.3 Million
0.07% of portfolio
|
Q3 2025
Added 7.81%
|
|