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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
81,092
shares
|
$11.2 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
79,766
shares
|
$11 Million
0.53% of portfolio
|
Q3 2025
Added 3272.77%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
79,578
shares
|
$11 Million
0.16% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
78,224
shares
|
$10.8 Million
0.06% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
76,043
shares
|
$10.5 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
75,513
shares
|
$10.4 Million
0.12% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
74,731
shares
|
$10.3 Million
0.05% of portfolio
|
Q3 2025
Added 15.66%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
74,350
shares
|
$10.2 Million
2.04% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
71,112
shares
|
$9.8 Million
0.03% of portfolio
|
Q3 2025
Added 14.3%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
68,410
shares
|
$9.43 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
68,381
shares
|
$9.43 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
68,126
shares
|
$9.39 Million
0.14% of portfolio
|
Q3 2025
Reduced 12.92%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
66,540
shares
|
$9.17 Million
0.77% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
66,362
shares
|
$9.15 Million
0.23% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
62,389
shares
|
$8.6 Million
1.14% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
61,202
shares
|
$8.44 Million
2.43% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
60,908
shares
|
$8.4 Million
0.04% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
60,628
shares
|
$8.36 Million
0.47% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
60,463
shares
|
$8.33 Million
1.09% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
59,958
shares
|
$8.27 Million
0.21% of portfolio
|
Q1 2024
Reduced 3.3%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
58,954
shares
|
$8.13 Million
0.02% of portfolio
|
Q3 2023
Reduced 22.36%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
58,513
shares
|
$8.07 Million
0.06% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
58,148
shares
|
$8.02 Million
0.19% of portfolio
|
Q4 2023
Added 13.13%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
56,984
shares
|
$7.86 Million
0.17% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
56,732
shares
|
$7.82 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.31%
|
|