iShares Russell Mid-Cap ValuIWSETF
13F holders, Q2 2026 (June 30)1,049holders +53
90new positions
36sold out
6famous investors
$164.63avg. 13F price*
At the end of Q2 2026, 1,049 institutions reported holding iShares Russell Mid-Cap Valu (IWS) in their 13F filings, up 53 from Q1 2026. 90 opened new positions and 36 sold out. The largest holders were Morgan Stanley ($1.3B), Jones Financial Companies LLLP ($1.2B) and Wells Fargo & Company ($597.3M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), John W. Rogers Jr. (0.0% of Ariel Investments's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell Mid-Cap Valu
- CUSIP
- 464287473
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $40.7M |
| Exits | 36 | $206.6M |
All 13F filers, Q1 2026 → Q2 2026: 1,067,200 shares bought and 5,133,295 shares sold, net −4,066,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,049 holders
| Morgan Stanley | 0.07% | Add +0.2% | 8,080,549 | $1.3B |
| Jones Financial Companies LLLP | 0.46% | Reduce -9.2% | 6,991,663 | $1.2B |
| Wells Fargo & Company | 0.10% | Reduce -7.7% | 3,628,958 | $597.3M |
| Bank of America Corp. | 0.04% | Reduce -2.1% | 3,493,811 | $575.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.55% | Add +2.3% | 2,733,733 | $450.0M |
| Envestnet Portfolio Solutions, Inc. | 1.99% | Reduce -9.3% | 2,522,416 | $415.2M |
| First Citizens Bank & Trust Co. | 5.93% | Reduce -9.7% | 2,408,682 | $396.5M |
| Royal Bank of Canada | 0.06% | Reduce -8.4% | 2,175,825 | $358.1M |
| US Bancorp \de | 0.36% | Reduce -2.4% | 1,985,054 | $326.7M |
| FMR LLC | 0.01% | Reduce -0.7% | 1,915,152 | $315.2M |
| Commerce Bank | 1.38% | Reduce -3.4% | 1,912,761 | $314.8M |
| Commonwealth Equity Services, LLC | 0.39% | Add +0.1% | 1,868,064 | $307.5M |
| UBS Group AG | 0.04% | Reduce -5.2% | 1,686,200 | $277.5M |
| Betterment LLC | 0.39% | Reduce -6.2% | 1,386,524 | $228.2M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -2.1% | 1,224,739 | $201.6M |
| LPL Financial LLC | 0.05% | Reduce -2.1% | 1,220,367 | $200.9M |
| Cassaday & Co Wealth Management LLC | 3.23% | Add +2.0% | 1,043,989 | $171.8M |
| Ameriprise Financial Inc. | 0.03% | Add +3.2% | 1,024,250 | $168.9M |
| Zions Bancorporation, National Association | 9.27% | Reduce -0.7% | 940,874 | $154.9M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -10.9% | 838,328 | $138.0M |
| Vantagepoint Investment Advisers LLC | 0.94% | Reduce -1.2% | 761,386 | $125.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -3.5% | 759,625 | $125.3M |
| Stephens Group Asset Management, LLC | 6.60% | Reduce -0.5% | 709,976 | $116.9M |
| Stephens Inc. | 1.24% | Reduce -2.0% | 669,651 | $110.2M |
| Raymond James Financial Inc. | 0.03% | Reduce -1.2% | 641,160 | $105.5M |
| Heritage Wealth Advisors | 3.02% | Reduce -2.0% | 534,456 | $88.0M |
| Cetera Investment Advisers | 0.07% | Add +4.1% | 448,812 | $73.9M |
| Money Concepts Capital Corp. | 3.38% | Add +3.2% | 443,267 | $73.0M |
| Truist Financial Corp. | 0.09% | Reduce -0.9% | 433,102 | $71.3M |
| AE Wealth Management LLC | 0.28% | Reduce -3.2% | 368,117 | $60.6M |
| AMG National Trust Bank | 1.05% | Reduce -1.9% | 309,347 | $50.9M |
| Lido Advisors, LLC | 0.18% | Reduce -3.8% | 308,877 | $50.8M |
| Mariner, LLC | 0.05% | Add +1.9% | 298,489 | $49.1M |
| SVB Wealth LLC | 2.87% | Add +5.8% | 276,422 | $45.5M |
| Cedar Mountain Advisors, LLC | 7.16% | Add +0.5% | 252,713 | $41.6M |
| Chicago Partners Investment Group LLC | 0.83% | Reduce -1.6% | 251,143 | $41.4M |
| GLOBALT Investments LLC / GA | 1.37% | Reduce -2.6% | 246,217 | $40.5M |
| Focus Partners Wealth | 0.04% | Add +0.7% | 242,638 | $39.9M |
| Anchor Capital Advisors LLC | 1.10% | Reduce -14.9% | 236,815 | $39.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -5.8% | 227,724 | $37.5M |
| HighTower Advisors, LLC | 0.03% | Add +0.8% | 220,288 | $36.3M |
| Osaic Holdings, Inc. | 0.04% | Add +7.0% | 217,129 | $35.8M |
| LPWM LLC | 7.90% | Reduce -4.5% | 216,410 | $35.6M |
| Tiaa Trust, National Association | 2.08% | Reduce -1.2% | 214,090 | $35.2M |
| Fifth Third Bancorp | 0.05% | Reduce -0.7% | 202,538 | $33.3M |
| Keybank National Association | 0.11% | Reduce -1.2% | 196,189 | $32.3M |
| Thompson Siegel & Walmsley LLC | 0.58% | Reduce -12.4% | 194,138 | $32.0M |
| Baird Financial Group, Inc. | 0.04% | Add +9.0% | 184,290 | $30.3M |
| Badgley Phelps Wealth Managers, LLC | 0.52% | Add +1.5% | 181,221 | $29.8M |
| CIBC Bancorp USA Inc. | 0.04% | Add +9.0% | 178,812 | $29.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.2% | 177,365 | $29.2M |
| Natixis Advisors, LLC | 0.03% | Reduce -31.8% | 176,817 | $29.1M |
| Arax Advisory Partners | 0.19% | Add +36.6% | 175,240 | $28.8M |
| Wescott Financial Advisory Group, LLC | 2.23% | Reduce -3.2% | 175,179 | $28.8M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -1.6% | 175,026 | $28.8M |
| Moneta Group Investment Advisors LLC | 0.21% | Reduce -2.7% | 172,757 | $28.4M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -1.1% | 169,326 | $27.9M |
| Rodgers & Associates, LTD | 2.48% | Reduce -2.8% | 165,969 | $27.3M |
| Parkway Wealth Management Group, LLC | 3.15% | Add +0.1% | 165,703 | $27.3M |
| First Citizens Asset Management, Inc. | 8.69% | Add +0.4% | 165,173 | $27.2M |
| Pinnacle Financial Partners, Inc. | 0.17% | Reduce -0.2% | 152,413 | $25.1M |
| M&T Bank Corp | 0.07% | Reduce -0.9% | 150,670 | $24.8M |
| Asset Management Group, Inc. | 3.62% | Reduce -0.9% | 150,365 | $24.8M |
| RTD Financial Advisors, Inc. | 2.58% | Add +0.4% | 143,704 | $23.7M |
| Stifel Financial Corp. | 0.02% | Reduce -0.7% | 139,810 | $23.0M |
| Corient Private Wealth LP | 0.03% | Add +4.7% | 138,168 | $22.7M |
| Captrust Financial Advisors | 0.03% | Add +2.6% | 132,040 | $21.7M |
| Creative Planning | 0.01% | Reduce -1.8% | 130,880 | $21.5M |
| LBJ Family Wealth Advisors, Ltd. | 10.50% | Reduce -0.6% | 124,862 | $20.6M |
| Prosperity Consulting Group, LLC | 0.77% | Add +9.2% | 123,463 | $20.3M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +1.2% | 122,009 | $20.1M |
| Sterling Capital Management LLC | 0.33% | Reduce -5.0% | 119,234 | $19.6M |
| HSBC Holdings PLC | 0.01% | Add +2.8% | 115,302 | $19.0M |
| Fifth Third Securities, Inc. | 1.07% | Reduce -3.0% | 114,199 | $18.8M |
| Evergreen Capital Management LLC | 0.32% | Add +7.6% | 112,413 | $18.5M |
| Avantax Planning Partners, Inc. | 0.46% | Reduce -2.4% | 111,409 | $18.3M |
| Waverly Advisors, LLC | 0.10% | Reduce -0.9% | 107,050 | $17.6M |
| Kingdom Financial Group LLC. | 4.11% | Reduce -0.9% | 97,730 | $16.1M |
| Northern Trust Corp. | 0.00% | Reduce -15.9% | 97,509 | $16.0M |
| First Horizon Corp. | 0.60% | Add +2.1% | 94,904 | $15.6M |
| MAI Capital Management | 0.06% | Add +6.6% | 94,471 | $15.5M |
| Bishop & Co Investment Management, LLC | 4.70% | Add +0.2% | 92,765 | $15.3M |
| Occidental Asset Management, LLC | 1.51% | Reduce -1.0% | 92,587 | $15.2M |
| Bokf, NA | 0.20% | Add +0.4% | 89,096 | $14.7M |
| Bank of Montreal | 0.01% | Add +1.3% | 86,319 | $14.2M |
| Johnson Investment Counsel Inc. | 0.10% | Reduce -1.2% | 84,109 | $13.8M |
| NewEdge Advisors, LLC | 0.04% | Reduce -1.6% | 83,687 | $13.8M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +2.4% | 83,598 | $13.8M |
| Savant Capital, LLC | 0.04% | Add +0.9% | 81,731 | $13.5M |
| Clearstead Advisors, LLC | 0.13% | Reduce -1.4% | 81,640 | $13.4M |
| Moran Wealth Management, LLC | 0.35% | Add +3174.4% | 78,357 | $12.9M |
| Pathstone Holdings, LLC | 0.04% | Add +193.6% | 78,000 | $12.8M |
| LifeWealth Investments, LLC | 3.40% | Add +0.5% | 77,276 | $12.7M |
| WestHill Financial Advisors, Inc. | 2.10% | Reduce -0.3% | 74,979 | $12.3M |
| Bartlett & Co. Wealth Management LLC | 0.15% | Reduce -0.5% | 74,326 | $12.2M |
| JMG Financial Group, Ltd. | 0.29% | Reduce -0.5% | 73,795 | $12.1M |
| Sentinel Advisory Group, LLC | 4.63% | Add +5.4% | 68,855 | $11.3M |
| One Capital Management, LLC | 0.31% | No change | 77,058 | $11.2M |
| XML Financial, LLC | 0.81% | Add +0.4% | 68,063 | $11.2M |
| MML Investors Services, LLC | 0.02% | Add +2.3% | 68,028 | $11.2M |
"% of holder's portfolio" is IWS's weight in each manager's 13F, not the share of iShares Russell Mid-Cap Valu the manager owns.