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 $11.45B 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 $1.33B 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 $1.39B, representing an estimated gain of +4.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% 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
1,019
Total Reported Value
$11.45B
Largest Holder
Morgan Stanley
Largest Position
$1.33B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
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 | $1,387,107,041 | +$57,048,566 | +4.29% | |
| Jones Financial Companies Lllp | 0.46% | 6,991,663 | $1,154,523,853 | $1,200,188,871 | +$45,665,018 | +3.96% | |
| Wells Fargo & Company/Mn | 0.10% | 3,628,958 | $597,326,366 | $622,946,930 | +$25,620,564 | +4.29% | |
| Bank Of America Corp | 0.04% | 3,493,811 | $575,081,372 | $599,747,596 | +$24,666,224 | +4.29% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 1.55% | 2,733,733 | $449,972,452 | $469,272,607 | +$19,300,155 | +4.29% | |
| Envestnet Portfolio Solutions, Inc. | 1.99% | 2,522,416 | $415,189,617 | $432,997,931 | +$17,808,314 | +4.29% | |
| First Citizens Bank & Trust Co | 5.93% | 2,408,682 | $396,469,057 | $413,474,352 | +$17,005,295 | +4.29% | |
| Royal Bank Of Canada | 0.06% | 2,175,825 | $358,142,000 | $373,502,120 | +$15,360,120 | +4.29% | |
| Us Bancorp \De\ | 0.36% | 1,985,054 | $326,740,274 | $340,754,370 | +$14,014,096 | +4.29% | |
| Fmr Llc | 0.01% | 1,915,152 | $315,234,141 | $328,754,992 | +$13,520,851 | +4.29% | |
| Commerce Bank | 1.38% | 1,912,761 | $314,840,460 | $328,344,553 | +$13,504,093 | +4.29% | |
| Commonwealth Equity Services, Llc | 0.39% | 1,868,064 | $307,483,289 | $320,671,866 | +$13,188,577 | +4.29% | |
| Ubs Group Ag | 0.04% | 1,686,200 | $277,548,520 | $289,453,092 | +$11,904,572 | +4.29% | |
| Lpl Financial Llc | 0.05% | 1,220,367 | $200,872,427 | $209,488,199 | +$8,615,772 | +4.29% | |
| Pnc Financial Services Group, Inc. | 0.09% | 1,063,173 | $174,998,217 | $182,504,277 | +$7,506,060 | +4.29% | |
| Cassaday & Co Wealth Management Llc | 3.23% | 1,043,989 | $171,840,541 | $179,211,152 | +$7,370,611 | +4.29% | |
| Ameriprise Financial Inc | 0.03% | 1,024,250 | $168,915,995 | $175,822,755 | +$6,906,760 | +4.09% | |
| Zions Bancorporation, National Association | 9.27% | 940,874 | $154,867,860 | $161,510,431 | +$6,642,571 | +4.29% | |
| Envestnet Asset Management Inc | 0.03% | 838,328 | $137,988,741 | $143,907,384 | +$5,918,643 | +4.29% | |
| Vantagepoint Investment Advisers Llc | 0.94% | 761,386 | $125,324,136 | $130,699,521 | +$5,375,385 | +4.29% | |
| Jpmorgan Chase & Co | 0.01% | 759,625 | $125,285,129 | $130,397,228 | +$5,112,099 | +4.08% | |
| Stephens Group Asset Management, Llc | 6.60% | 709,976 | $116,862,056 | $121,874,480 | +$5,012,424 | +4.29% | |
| Stephens Inc | 1.24% | 669,651 | $110,239,206 | $114,952,291 | +$4,713,085 | +4.28% | |
| Legacy Edge Advisors, Llc | 2.64% | 861,123 | $108,187,363 | $147,820,374 | +$39,633,011 | +36.63% | |
| Raymond James Financial Inc | 0.03% | 641,160 | $105,534,884 | $110,061,526 | +$4,526,642 | +4.29% | |
| Heritage Wealth Advisors | 3.02% | 534,456 | $87,971,431 | $91,744,717 | +$3,773,286 | +4.29% | |
| Cetera Investment Advisers | 0.07% | 448,812 | $73,874,370 | $77,043,068 | +$3,168,698 | +4.29% | |
| Truist Financial Corp | 0.09% | 433,102 | $71,288,549 | $74,346,289 | +$3,057,740 | +4.29% | |
| Amg National Trust Bank | 1.05% | 309,347 | $50,918,535 | $53,102,506 | +$2,183,971 | +4.29% | |
| Lido Advisors, Llc | 0.18% | 308,877 | $50,841,237 | $53,021,826 | +$2,180,589 | +4.29% | |
| Mariner, Llc | 0.05% | 298,489 | $49,131,338 | $51,238,622 | +$2,107,284 | +4.29% | |
| Svb Wealth Llc | 2.87% | 276,422 | $45,499,083 | $47,450,601 | +$1,951,518 | +4.29% | |
| Cedar Mountain Advisors, Llc | 7.16% | 252,713 | $41,596,503 | $43,380,714 | +$1,784,211 | +4.29% | |
| Chicago Partners Investment Group Llc | 0.83% | 251,143 | $41,421,087 | $43,111,207 | +$1,690,120 | +4.08% | |
| Globalt Investments Llc / Ga | 1.37% | 246,217 | $40,527,372 | $42,265,610 | +$1,738,238 | +4.29% | |
| Focus Partners Wealth | 0.04% | 242,638 | $39,938,458 | $41,651,239 | +$1,712,781 | +4.29% | |
| Anchor Capital Advisors Llc | 1.10% | 236,815 | $38,979,736 | $40,651,663 | +$1,671,927 | +4.29% | |
| Hightower Advisors, Llc | 0.04% | 220,288 | $36,259,348 | $37,814,638 | +$1,555,290 | +4.29% | |
| Osaic Holdings, Inc. | 0.04% | 217,129 | $35,754,818 | $37,272,364 | +$1,517,546 | +4.24% | |
| Lpwm Llc | 7.90% | 216,410 | $35,621,013 | $37,148,941 | +$1,527,928 | +4.29% | |
| Tiaa Trust, National Association | 2.08% | 214,090 | $35,239,214 | $36,750,689 | +$1,511,475 | +4.29% | |
| Fifth Third Bancorp | 0.05% | 202,538 | $33,337,668 | $34,767,673 | +$1,430,005 | +4.29% | |
| Keybank National Association/Oh | 0.11% | 196,189 | $32,292,711 | $33,677,804 | +$1,385,093 | +4.29% | |
| Baird Financial Group, Inc. | 0.04% | 184,290 | $30,334,134 | $31,635,221 | +$1,301,087 | +4.29% | |
| Badgley Phelps Wealth Managers, Llc | 0.52% | 181,221 | $29,828,956 | $31,108,397 | +$1,279,441 | +4.29% | |
| Cibc Bancorp Usa Inc. | 0.04% | 178,812 | $29,432,416 | $30,694,868 | +$1,262,452 | +4.29% | |
| Goldman Sachs Group Inc | 0.00% | 177,365 | $29,194,281 | $30,446,476 | +$1,252,195 | +4.29% | |
| Arax Advisory Partners | 0.19% | 175,240 | $28,844,453 | $30,081,698 | +$1,237,245 | +4.29% | |
| Wescott Financial Advisory Group, Llc | 2.23% | 175,179 | $28,834,480 | $30,071,227 | +$1,236,747 | +4.29% | |
| Rockefeller Capital Management L.P. | 0.04% | 175,026 | $28,809,398 | $30,044,963 | +$1,235,565 | +4.29% |
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.