IWS Institutional Ownership & Shareholders
ISHARES RUSSELL MID-CAP VALU (IWS) is currently held by 1,029 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.46B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of IWS tracked by InsiderSet, reporting ownership valued at approximately $1.33B in its June 30, 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 $1.37B, representing an estimated gain of +3.32% 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
1,029
Total Reported Value
$11.46B
Largest Holder
Morgan Stanley
Largest Position
$1.33B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
17
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% | 8,080,549 | $1,330,058,475 | $1,374,258,968 | +$44,200,493 | +3.32% | |
| Jones Financial Companies Lllp | 0.46% | 6,991,663 | $1,154,523,853 | $1,189,072,126 | +$34,548,273 | +2.99% | |
| Wells Fargo & Company/Mn | 0.10% | 3,628,958 | $597,326,366 | $617,176,887 | +$19,850,521 | +3.32% | |
| Bank Of America Corp | 0.04% | 3,493,811 | $575,081,372 | $594,192,437 | +$19,111,065 | +3.32% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 1.55% | 2,733,733 | $449,972,452 | $464,925,971 | +$14,953,519 | +3.32% | |
| Envestnet Portfolio Solutions, Inc. | 1.99% | 2,522,416 | $415,189,617 | $428,987,289 | +$13,797,672 | +3.32% | |
| Royal Bank Of Canada | 0.06% | 2,175,825 | $358,142,000 | $370,042,558 | +$11,900,558 | +3.32% | |
| Us Bancorp \De\ | 0.36% | 1,985,054 | $326,740,274 | $337,598,134 | +$10,857,860 | +3.32% | |
| Fmr Llc | 0.01% | 1,915,152 | $315,234,141 | $325,709,901 | +$10,475,760 | +3.32% | |
| Commerce Bank | 1.38% | 1,912,761 | $314,840,460 | $325,303,263 | +$10,462,803 | +3.32% | |
| First Citizens Bank & Trust Co | 4.42% | 1,851,574 | $297,622,004 | $314,897,190 | +$17,275,186 | +5.80% | |
| Ubs Group Ag | 0.04% | 1,686,200 | $277,548,520 | $286,772,034 | +$9,223,514 | +3.32% | |
| Commonwealth Equity Services, Llc | 0.35% | 1,695,913 | $272,601,122 | $288,423,924 | +$15,822,802 | +5.80% | |
| Betterment Llc | 0.39% | 1,386,524 | $228,222,000 | $235,806,137 | +$7,584,137 | +3.32% | |
| Lpl Financial Llc | 0.05% | 1,220,367 | $200,872,427 | $207,547,816 | +$6,675,389 | +3.32% | |
| Pnc Financial Services Group, Inc. | 0.09% | 1,063,173 | $174,998,217 | $180,813,832 | +$5,815,615 | +3.32% | |
| Ameriprise Financial Inc | 0.03% | 1,024,250 | $168,915,995 | $174,194,198 | +$5,278,203 | +3.12% | |
| Cassaday & Co Wealth Management Llc | 2.97% | 1,044,629 | $167,913,611 | $177,660,054 | +$9,746,443 | +5.80% | |
| Zions Bancorporation, National Association | 9.27% | 940,874 | $154,867,860 | $160,014,441 | +$5,146,581 | +3.32% | |
| Envestnet Asset Management Inc | 0.03% | 838,328 | $137,988,741 | $142,574,443 | +$4,585,702 | +3.32% | |
| Vantagepoint Investment Advisers Llc | 0.95% | 783,511 | $125,941,558 | $133,251,716 | +$7,310,158 | +5.80% | |
| Jpmorgan Chase & Co | 0.01% | 759,625 | $125,285,129 | $129,189,424 | +$3,904,295 | +3.12% | |
| Stephens Inc | 1.24% | 669,651 | $110,239,206 | $113,887,546 | +$3,648,340 | +3.31% | |
| Stephens Group Asset Management, Llc | 6.25% | 680,980 | $109,460,725 | $115,814,269 | +$6,353,544 | +5.80% | |
| Raymond James Financial Inc | 0.03% | 641,160 | $105,534,884 | $109,042,081 | +$3,507,197 | +3.32% | |
| Heritage Wealth Advisors | 3.02% | 534,456 | $87,971,431 | $90,894,932 | +$2,923,501 | +3.32% | |
| Cetera Investment Advisers | 0.07% | 448,812 | $73,874,370 | $76,329,457 | +$2,455,087 | +3.32% | |
| Truist Financial Corp | 0.08% | 438,776 | $70,528,879 | $74,622,634 | +$4,093,755 | +5.80% | |
| Amg National Trust Bank | 1.05% | 309,347 | $50,918,535 | $52,610,644 | +$1,692,109 | +3.32% | |
| Lido Advisors, Llc | 0.18% | 308,877 | $50,841,237 | $52,530,711 | +$1,689,474 | +3.32% | |
| Mariner, Llc | 0.05% | 298,489 | $49,131,338 | $50,764,024 | +$1,632,686 | +3.32% | |
| Svb Wealth Llc | 2.87% | 276,422 | $45,499,083 | $47,011,090 | +$1,512,007 | +3.32% | |
| Chicago Partners Investment Group Llc | 0.78% | 250,450 | $42,183,222 | $42,594,032 | +$410,810 | +0.97% | |
| Focus Partners Wealth | 0.04% | 242,638 | $39,938,458 | $41,265,445 | +$1,326,987 | +3.32% | |
| Anchor Capital Advisors Llc | 1.10% | 236,815 | $38,979,736 | $40,275,127 | +$1,295,391 | +3.32% | |
| Cedar Mountain Advisors, Llc | 6.58% | 241,344 | $38,793,688 | $41,045,374 | +$2,251,686 | +5.80% | |
| Globalt Investments Llc / Ga | 1.32% | 238,962 | $38,410,752 | $40,640,267 | +$2,229,515 | +5.80% | |
| Osaic Holdings, Inc. | 0.04% | 217,129 | $35,754,818 | $36,927,129 | +$1,172,311 | +3.28% | |
| Tiaa Trust, National Association | 2.08% | 214,090 | $35,239,214 | $36,410,286 | +$1,171,072 | +3.32% | |
| Lpwm Llc | 7.55% | 215,015 | $34,561,530 | $36,567,601 | +$2,006,071 | +5.80% | |
| Fifth Third Bancorp | 0.05% | 202,538 | $33,337,668 | $34,445,638 | +$1,107,970 | +3.32% | |
| Keybank National Association/Oh | 0.11% | 196,189 | $32,292,711 | $33,365,863 | +$1,073,152 | +3.32% | |
| Thompson Siegel & Walmsley Llc | 0.58% | 194,138 | $31,955,000 | $33,017,050 | +$1,062,050 | +3.32% | |
| Baird Financial Group, Inc. | 0.04% | 184,290 | $30,334,134 | $31,342,200 | +$1,008,066 | +3.32% | |
| Badgley Phelps Wealth Managers, Llc | 0.51% | 183,178 | $29,444,019 | $31,153,082 | +$1,709,063 | +5.80% | |
| Cibc Bancorp Usa Inc. | 0.04% | 178,812 | $29,432,416 | $30,410,557 | +$978,141 | +3.32% | |
| Goldman Sachs Group Inc | 0.00% | 177,365 | $29,194,281 | $30,164,466 | +$970,185 | +3.32% | |
| Natixis Advisors, Llc | 0.03% | 176,817 | $29,104,000 | $30,071,267 | +$967,267 | +3.32% | |
| Arax Advisory Partners | 0.19% | 175,240 | $28,844,453 | $29,803,067 | +$958,614 | +3.32% | |
| Wescott Financial Advisory Group, Llc | 2.23% | 175,179 | $28,834,480 | $29,792,693 | +$958,213 | +3.32% |
Frequently asked questions about IWS
Who are the largest institutional holders of IWS?
The largest institutional holders of IWS reported in the latest SEC Form 13F filings include Morgan Stanley, Jones Financial Companies Lllp, Wells Fargo & Company/Mn, Bank Of America Corp, and Tiaa-Cref Individual & Institutional Services, Llc. InsiderSet ranks institutional holders by their latest reported IWS position.
What is IWS institutional ownership?
This page tracks IWS positions reported by institutional investment managers through SEC Form 13F. ISHARES RUSSELL MID-CAP VALU (IWS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IWS?
InsiderSet currently tracks 1,029 institutional managers reporting IWS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IWS shareholders.
How much IWS stock do institutions own?
Institutional investment managers disclosed approximately $11.46B in IWS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IWS institutional ownership last updated?
The latest IWS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IWS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IWS position after the reporting date.
Are institutions buying or selling IWS?
Institutional buying and selling can be analyzed by comparing IWS positions across consecutive 13F reporting periods. InsiderSet's IWS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IWS ownership changes.
How has IWS institutional ownership changed over time?
InsiderSet tracks IWS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.