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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
56,076
shares
|
$7.73 Million
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
55,230
shares
|
$7.61 Million
3.62% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
55,042
shares
|
$7.59 Million
0.04% of portfolio
|
Q2 2025
Reduced 16.44%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
53,531
shares
|
$7.38 Million
0.04% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
52,750
shares
|
$7.27 Million
2.66% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Corundum Group, Inc.
|
Oct 24, 2025 Q3 2025 |
52,101
shares
|
$7.18 Million
3.01% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
51,495
shares
|
$7.1 Million
2.12% of portfolio
|
Q1 2023
Added 6.93%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
51,124
shares
|
$7.05 Million
2.68% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
51,055
shares
|
$7.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
50,632
shares
|
$6.98 Million
0.49% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
49,606
shares
|
$6.84 Million
1.04% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
48,298
shares
|
$6.66 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
47,470
shares
|
$6.54 Million
0.33% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
47,016
shares
|
$6.48 Million
0.23% of portfolio
|
Q2 2025
Reduced 22.13%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
45,930
shares
|
$6.33 Million
0.04% of portfolio
|
Q3 2025
Added 13.33%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Nov 04, 2025 Q3 2025 |
44,696
shares
|
$6.16 Million
4.48% of portfolio
|
Q3 2025
Reduced 12.12%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
43,950
shares
|
$6.06 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
43,323
shares
|
$5.97 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
42,403
shares
|
$5.85 Million
0.07% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
40,650
shares
|
$5.6 Million
0.02% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
40,631
shares
|
$5.6 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Nuance Investments, LLC
Kansas City, MO |
Nov 05, 2025 Q3 2025 |
40,300
shares
|
$5.56 Million
0.66% of portfolio
|
Q3 2025
Added 167.86%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
39,975
shares
|
$5.51 Million
2.21% of portfolio
|
Q3 2025
Added 621.57%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
39,767
shares
|
$5.48 Million
2.58% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Aldebaran Capital, LLC
Indianapolis, IN |
Nov 10, 2025 Q3 2025 |
39,304
shares
|
$5.42 Million
5.04% of portfolio
|
Q3 2025
Reduced 0.41%
|
|