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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
39,157
shares
|
$5.4 Million
0.34% of portfolio
|
Q3 2025
Reduced 46.74%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
38,845
shares
|
$5.35 Million
0.38% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
38,596
shares
|
$5.32 Million
0.0% of portfolio
|
Q3 2025
Added 30.44%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
38,397
shares
|
$5.29 Million
3.28% of portfolio
|
Q3 2025
Added 24.8%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
38,318
shares
|
$5.28 Million
1.93% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
37,927
shares
|
$5.23 Million
0.14% of portfolio
|
Q3 2025
Added 222.59%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
37,840
shares
|
$5.22 Million
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
37,479
shares
|
$5.17 Million
0.05% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
37,317
shares
|
$5.14 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
36,548
shares
|
$5.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
35,931
shares
|
$4.95 Million
1.09% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
34,645
shares
|
$4.78 Million
0.18% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
33,172
shares
|
$4.57 Million
1.41% of portfolio
|
Q4 2023
Reduced 4.29%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Oct 06, 2025 Q3 2025 |
33,157
shares
|
$4.57 Million
4.16% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
33,147
shares
|
$4.57 Million
0.57% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
32,427
shares
|
$4.47 Million
0.16% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
32,076
shares
|
$4.42 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
31,782
shares
|
$4.38 Million
0.03% of portfolio
|
Q3 2025
Added 126.24%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
31,627
shares
|
$4.36 Million
0.14% of portfolio
|
Q1 2023
Reduced 3.49%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
31,596
shares
|
$4.36 Million
0.06% of portfolio
|
Q3 2025
Added 24.68%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
30,739
shares
|
$4.24 Million
0.06% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
30,708
shares
|
$4.23 Million
0.0% of portfolio
|
Q2 2023
Added 5.68%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
30,408
shares
|
$4.19 Million
0.02% of portfolio
|
Q1 2025
Added 54.51%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
30,176
shares
|
$4.16 Million
0.16% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
30,105
shares
|
$4.15 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.12%
|
|