ISHARES RUSSELL MID-CAP VALU (IWS) Institutional Shareholders
ISHARES RUSSELL MID-CAP VALU (IWS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $10.92B in IWS holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of IWS tracked by InsiderSet, reporting ownership valued at approximately $1.18B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.35B, representing an estimated gain of +14.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed IWS value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Jones Financial Companies Lllp, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in ISHARES RUSSELL MID-CAP VALU (IWS).
This page ranks the largest institutional IWS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
997
Total Reported Value
$10.92B
Largest Holder
Morgan Stanley
Largest Position
$1.18B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.07% | 8,065,380 | $1,175,448,641 | $1,347,563,690 | +$172,115,049 | +14.64% | |
| Jones Financial Companies Lllp | 0.53% | 7,702,234 | $1,102,933,048 | $1,286,889,257 | +$183,956,209 | +16.68% | |
| Wells Fargo & Company/Mn | 0.11% | 3,933,330 | $573,243,543 | $657,180,776 | +$83,937,233 | +14.64% | |
| Bank Of America Corp | 0.04% | 3,567,568 | $519,937,298 | $596,069,261 | +$76,131,963 | +14.64% | |
| Envestnet Portfolio Solutions, Inc. | 1.99% | 2,522,416 | $415,189,617 | $421,445,265 | +$6,255,648 | +1.51% | |
| First Citizens Bank & Trust Co | 5.93% | 2,408,682 | $396,469,057 | $402,442,589 | +$5,973,532 | +1.51% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 1.50% | 2,673,419 | $389,624,085 | $446,674,847 | +$57,050,762 | +14.64% | |
| Royal Bank Of Canada | 0.07% | 2,376,742 | $346,386,000 | $397,106,053 | +$50,720,053 | +14.64% | |
| Commonwealth Equity Services, Llc | 0.39% | 1,868,064 | $307,483,289 | $312,116,133 | +$4,632,844 | +1.51% | |
| Us Bancorp \De\ | 0.36% | 2,034,314 | $296,481,070 | $339,893,183 | +$43,412,113 | +14.64% | |
| Commerce Bank | 1.40% | 1,980,452 | $288,631,074 | $330,893,920 | +$42,262,846 | +14.64% | |
| Fmr Llc | 0.01% | 1,927,770 | $280,953,251 | $322,091,812 | +$41,138,561 | +14.64% | |
| Ubs Group Ag | 0.05% | 1,778,173 | $259,150,933 | $297,097,145 | +$37,946,212 | +14.64% | |
| Lpl Financial Llc | 0.05% | 1,246,982 | $181,735,133 | $208,345,753 | +$26,610,620 | +14.64% | |
| Pnc Financial Services Group, Inc. | 0.10% | 1,088,928 | $158,700,400 | $181,938,090 | +$23,237,690 | +14.64% | |
| Zions Bancorporation, National Association | 9.27% | 940,874 | $154,867,860 | $157,201,228 | +$2,333,368 | +1.51% | |
| Cassaday & Co Wealth Management Llc | 3.18% | 1,023,739 | $149,199,755 | $171,046,312 | +$21,846,557 | +14.64% | |
| Ameriprise Financial Inc | 0.03% | 992,650 | $144,807,061 | $165,851,962 | +$21,044,901 | +14.53% | |
| Envestnet Asset Management Inc | 0.04% | 941,353 | $137,192,836 | $157,281,259 | +$20,088,423 | +14.64% | |
| Stephens Group Asset Management, Llc | 6.60% | 709,976 | $116,862,056 | $118,622,790 | +$1,760,734 | +1.51% | |
| Vantagepoint Investment Advisers Llc | 0.95% | 770,873 | $112,347,031 | $128,797,461 | +$16,450,430 | +14.64% | |
| Stephens Inc | 1.24% | 669,651 | $110,239,206 | $111,885,289 | +$1,646,083 | +1.49% | |
| Equitable Holdings, Inc. | 0.67% | 406,855 | $104,179,695 | $67,977,333 | -$36,202,362 | -34.75% | |
| Raymond James Financial Inc | 0.03% | 648,853 | $94,563,755 | $108,410,359 | +$13,846,604 | +14.64% | |
| Pacific Life Fund Advisors Llc | 10.16% | 606,826 | $88,438,821 | $101,388,488 | +$12,949,667 | +14.64% | |
| Heritage Wealth Advisors | 3.11% | 545,471 | $79,497,002 | $91,137,295 | +$11,640,293 | +14.64% | |
| Truist Financial Corp | 0.09% | 433,102 | $71,288,549 | $72,362,682 | +$1,074,133 | +1.51% | |
| Cetera Investment Advisers | 0.07% | 431,101 | $62,828,655 | $72,028,355 | +$9,199,700 | +14.64% | |
| Money Concepts Capital Corp | 3.46% | 429,682 | $62,621,903 | $71,791,269 | +$9,169,366 | +14.64% | |
| Ae Wealth Management Llc | 0.30% | 380,147 | $55,402,764 | $63,514,961 | +$8,112,197 | +14.64% | |
| Proficio Capital Partners Llc | 2.78% | 357,500 | $52,102,050 | $59,731,100 | +$7,629,050 | +14.64% | |
| Lido Advisors, Llc | 0.18% | 321,226 | $46,815,755 | $53,670,440 | +$6,854,685 | +14.64% | |
| Amg National Trust Bank | 1.00% | 315,369 | $45,961,827 | $52,691,853 | +$6,730,026 | +14.64% | |
| Svb Wealth Llc | 2.87% | 276,422 | $45,499,083 | $46,184,588 | +$685,505 | +1.51% | |
| Bnp Paribas Financial Markets | 0.03% | 296,327 | $43,186,697 | $49,510,315 | +$6,323,618 | +14.64% | |
| Mariner, Llc | 0.05% | 293,064 | $42,640,395 | $48,965,133 | +$6,324,738 | +14.83% | |
| Cedar Mountain Advisors, Llc | 7.16% | 252,713 | $41,596,503 | $42,223,288 | +$626,785 | +1.51% | |
| Chicago Partners Investment Group Llc | 0.83% | 251,143 | $41,421,087 | $41,960,972 | +$539,885 | +1.30% | |
| Anchor Capital Advisors Llc | 1.15% | 278,371 | $40,569,785 | $46,510,227 | +$5,940,442 | +14.64% | |
| Globalt Investments Llc / Ga | 1.31% | 252,907 | $36,858,641 | $42,255,702 | +$5,397,061 | +14.64% | |
| Lpwm Llc | 7.90% | 216,410 | $35,621,013 | $36,157,783 | +$536,770 | +1.51% | |
| Northwestern Mutual Wealth Management Co | 0.02% | 241,839 | $35,245,671 | $40,406,460 | +$5,160,789 | +14.64% | |
| Focus Partners Wealth | 0.04% | 241,074 | $35,134,164 | $40,278,644 | +$5,144,480 | +14.64% | |
| Keybank National Association/Oh | 0.11% | 196,189 | $32,292,711 | $32,779,258 | +$486,547 | +1.51% | |
| Hightower Advisors, Llc | 0.03% | 218,629 | $31,863,148 | $36,528,533 | +$4,665,385 | +14.64% | |
| Tiaa Trust, National Association | 1.92% | 216,645 | $31,573,842 | $36,197,047 | +$4,623,205 | +14.64% | |
| Badgley Phelps Wealth Managers, Llc | 0.52% | 181,221 | $29,828,956 | $30,278,405 | +$449,449 | +1.51% | |
| Fifth Third Bancorp | 0.05% | 203,918 | $29,718,912 | $34,070,619 | +$4,351,707 | +14.64% | |
| Osaic Holdings, Inc. | 0.04% | 202,955 | $29,590,223 | $33,909,721 | +$4,319,498 | +14.60% | |
| Goldman Sachs Group Inc | 0.00% | 195,387 | $28,475,653 | $32,645,260 | +$4,169,607 | +14.64% |
Frequently asked questions about IWS
Who owns the most IWS stock?
The largest holders of IWS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES RUSSELL MID-CAP VALU (IWS).
Is IWS widely held by superinvestors?
Many widely followed stocks like IWS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IWS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.