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 |
|---|---|---|---|---|---|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
77
shares
|
$10,614
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
77
shares
|
$10,614
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
75
shares
|
$10,338
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
75
shares
|
$10,338
0.01% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
72
shares
|
$9,925
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
72
shares
|
$9,925
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
71
shares
|
$9,787
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
65
shares
|
$8,960
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
65
shares
|
$8,960
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
65
shares
|
$8,960
0.0% of portfolio
|
Q1 2025
Reduced 57.24%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
63
shares
|
$8,684
0.0% of portfolio
|
Q3 2025
Reduced 76.75%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
61
shares
|
$8,408
0.0% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
58
shares
|
$7,995
0.0% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Alaska Permanent Capital Management
|
Oct 31, 2025 Q3 2025 |
55
shares
|
$7,581
0.0% of portfolio
|
Q1 2025
Reduced 42.71%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 14, 2025 Q3 2025 |
55
shares
|
$7,581
0.01% of portfolio
|
Q4 2023
Reduced 17.91%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
55
shares
|
$7,581
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
53
shares
|
$7,306
0.0% of portfolio
|
Q2 2025
Reduced 79.05%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
51
shares
|
$7,030
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
49
shares
|
$6,754
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
49
shares
|
$6,754
0.0% of portfolio
|
Q1 2024
Reduced 56.25%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
46
shares
|
$6,341
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
45
shares
|
$6,203
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
42
shares
|
$5,789
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
41
shares
|
$5,651
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
41
shares
|
$5,651
0.0% of portfolio
|
Q3 2025
Added 2.5%
|
|