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 |
|---|---|---|---|---|---|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
129
shares
|
$17,782
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
128
shares
|
$17,644
0.01% of portfolio
|
Q2 2025
Reduced 56.31%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
128
shares
|
$17,644
0.0% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
126
shares
|
$17,369
0.01% of portfolio
|
Q4 2022
Reduced 62.61%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
125
shares
|
$17,231
0.0% of portfolio
|
Q3 2025
Reduced 28.98%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
121
shares
|
$16,679
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
119
shares
|
$16,404
0.01% of portfolio
|
Q4 2023
Reduced 39.9%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
117
shares
|
$16,128
0.0% of portfolio
|
Q2 2023
Reduced 53.94%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
113
shares
|
$15,577
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
111
shares
|
$15,301
0.0% of portfolio
|
Q2 2024
Reduced 72.99%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
111
shares
|
$15,301
0.0% of portfolio
|
Q3 2025
Reduced 41.88%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
109
shares
|
$15,025
0.01% of portfolio
|
Q1 2023
Added 808.33%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
107
shares
|
$14,749
0.0% of portfolio
|
Q4 2024
Reduced 86.35%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
101
shares
|
$13,922
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
100
shares
|
$13,785
0.0% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
100
shares
|
$13,785
0.0% of portfolio
|
Q2 2025
Reduced 45.95%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
99
shares
|
$13,647
0.15% of portfolio
|
Q3 2025
Added 1846.46%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
96
shares
|
$13,233
0.0% of portfolio
|
Q3 2021
Reduced 48.66%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
94
shares
|
$12,957
0.0% of portfolio
|
Q4 2024
Reduced 40.88%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
94
shares
|
$12,957
0.01% of portfolio
|
Q3 2025
Added 22.08%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
92
shares
|
$12,682
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
88
shares
|
$12,130
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
87
shares
|
$11,992
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
78
shares
|
$10,752
0.0% of portfolio
|
Q3 2025
Reduced 84.18%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
78
shares
|
$10,752
0.01% of portfolio
|
Q3 2022
New holding
|
|