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 |
|---|---|---|---|---|---|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
30,000
shares
|
$4.14 Million
1.17% of portfolio
|
Q2 2022
Reduced 9.29%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
29,213
shares
|
$4.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
29,200
shares
|
$4.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.93%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
28,707
shares
|
$3.96 Million
0.04% of portfolio
|
Q3 2025
Added 182.52%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
28,477
shares
|
$3.93 Million
1.26% of portfolio
|
Q1 2024
Reduced 4.3%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
27,975
shares
|
$3.86 Million
1.42% of portfolio
|
Q2 2025
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
27,828
shares
|
$3.84 Million
0.15% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
27,671
shares
|
$3.81 Million
0.13% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
27,609
shares
|
$3.81 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
27,535
shares
|
$3.8 Million
0.38% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
26,429
shares
|
$3.64 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
26,287
shares
|
$3.62 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
26,136
shares
|
$3.6 Million
2.33% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,875
shares
|
$3.57 Million
0.11% of portfolio
|
Q2 2020
Reduced 46.91%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
25,720
shares
|
$3.55 Million
1.15% of portfolio
|
Q3 2025
Reduced 8.05%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 13, 2025 Q3 2025 |
25,617
shares
|
$3.53 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
24,728
shares
|
$3.41 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Nov 10, 2025 Q3 2025 |
24,682
shares
|
$3.4 Million
1.61% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
24,667
shares
|
$3.4 Million
0.86% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
24,492
shares
|
$3.38 Million
0.01% of portfolio
|
Q3 2025
Added 17.76%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
24,309
shares
|
$3.35 Million
0.01% of portfolio
|
Q3 2025
Added 290.07%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
23,777
shares
|
$3.28 Million
0.89% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
23,644
shares
|
$3.26 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
23,032
shares
|
$3.17 Million
0.04% of portfolio
|
Q3 2025
Reduced 17.21%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
22,804
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2025
Added 2.77%
|
|