iShares Russell Mid-Cap ValuIWSETF
13F holders, Q2 2025 (June 30)919holders −5
52new positions
55sold out
6famous investors
$132.08avg. 13F price*
At the end of Q2 2025, 919 institutions reported holding iShares Russell Mid-Cap Valu (IWS) in their 13F filings, down 5 from Q1 2025. 52 opened new positions and 55 sold out. The largest holders were Jones Financial Companies LLLP ($1.4B), Morgan Stanley ($1.1B) and Wells Fargo & Company ($502.2M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $56.0M |
| Exits | 55 | $137.6M |
All 13F filers, Q1 2025 → Q2 2025: 3,048,422 shares bought and 7,251,957 shares sold, net −4,203,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 919 holders
| Jones Financial Companies LLLP | 1.08% | Add +7.4% | 10,804,657 | $1.4B |
| Morgan Stanley | 0.07% | Add +2.0% | 8,159,379 | $1.1B |
| Wells Fargo & Company | 0.11% | Add +0.3% | 3,800,341 | $502.2M |
| Bank of America Corp. | 0.04% | Add +0.4% | 3,759,738 | $496.8M |
| Tiaa Trust, National Association | 1.17% | Add +0.3% | 3,393,013 | $448.3M |
| Envestnet Portfolio Solutions, Inc. | 1.35% | Reduce -29.6% | 2,775,076 | $366.7M |
| First Citizens Bank & Trust Co. | 6.26% | Reduce -0.1% | 2,618,967 | $346.1M |
| Royal Bank of Canada | 0.07% | Reduce -22.7% | 2,576,272 | $340.4M |
| US Bancorp \de | 0.38% | Reduce -47.5% | 2,284,750 | $301.9M |
| Commonwealth Equity Services, LLC | 0.38% | Reduce -2.8% | 2,194,504 | $290.0M |
| Commerce Bank | 1.63% | Reduce -5.8% | 2,087,646 | $275.9M |
| FMR LLC | 0.01% | Reduce -0.9% | 1,970,409 | $260.4M |
| UBS Group AG | 0.05% | Reduce -1.7% | 1,647,734 | $217.7M |
| Betterment LLC | 0.46% | Reduce -4.2% | 1,639,610 | $216.7M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -5.7% | 1,341,852 | $177.3M |
| LPL Financial LLC | 0.05% | Add +0.2% | 1,164,297 | $153.9M |
| Ameriprise Financial Inc. | 0.04% | Add +3.4% | 1,128,123 | $149.5M |
| Cassaday & Co Wealth Management LLC | 3.23% | Add +0.5% | 976,963 | $129.1M |
| Zions Bancorporation, National Association | 6.87% | Reduce -19.6% | 968,256 | $127.9M |
| Victory Capital Management Inc. | 0.08% | Add +1.3% | 943,296 | $124.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +19.1% | 836,341 | $110.5M |
| Stephens Inc. | 1.52% | Add +2.4% | 835,726 | $110.4M |
| Stephens Group Asset Management, LLC | 7.07% | Add +4.6% | 743,919 | $98.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.1% | 677,579 | $89.5M |
| Pacific Life Fund Advisors LLC | 8.92% | Add +57.8% | 630,104 | $83.3M |
| Raymond James Financial Inc. | 0.02% | Reduce -22.6% | 537,009 | $71.0M |
| Heritage Wealth Advisors | 3.23% | Add +0.4% | 515,391 | $68.1M |
| Equitable Holdings, Inc. | 0.49% | Reduce -5.2% | 445,974 | $58.9M |
| Truist Financial Corp. | 0.08% | Add +0.9% | 433,706 | $57.3M |
| Money Concepts Capital Corp. | 3.80% | Add +1.6% | 430,145 | $56.8M |
| AE Wealth Management LLC | 0.35% | Add +24.7% | 365,411 | $48.3M |
| Lido Advisors, LLC | 0.24% | Add +2.4% | 343,702 | $45.4M |
| AMG National Trust Bank | 1.17% | Reduce -1.4% | 337,660 | $44.6M |
| Cetera Investment Advisers | 0.07% | Add +2.7% | 335,123 | $44.3M |
| Mariner, LLC | 0.05% | Add +1.1% | 283,402 | $37.4M |
| SVB Wealth LLC | 1.97% | New | 278,757 | $36.8M |
| Chicago Partners Investment Group LLC | 1.06% | Reduce -0.7% | 267,140 | $36.7M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -22.4% | 274,503 | $36.3M |
| Cedar Mountain Advisors, LLC | 7.06% | Add +0.9% | 257,168 | $34.0M |
| One Capital Management, LLC | 1.17% | Reduce -15.7% | 255,878 | $33.8M |
| BNP Paribas Financial Markets | 0.03% | Add +397.2% | 248,581 | $32.8M |
| GLOBALT Investments LLC / GA | 1.23% | Reduce -2.9% | 242,249 | $32.0M |
| Osaic Holdings, Inc. | 0.05% | Add +38.3% | 231,764 | $30.3M |
| LPWM LLC | 8.54% | Add +4.6% | 221,668 | $29.3M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.1% | 217,781 | $28.8M |
| Wescott Financial Advisory Group, LLC | 2.71% | Reduce -1.1% | 214,295 | $28.3M |
| Focus Partners Wealth | 0.06% | Add +24.1% | 206,898 | $27.3M |
| Keybank National Association | 0.10% | Reduce -0.5% | 201,451 | $26.6M |
| Anchor Capital Advisors LLC | 0.75% | Add +49.2% | 193,925 | $25.6M |
| Moneta Group Investment Advisors LLC | 0.28% | Add +6.2% | 180,420 | $23.8M |
| Northern Trust Corp. | 0.00% | Reduce -1.6% | 174,660 | $23.1M |
| Rodgers & Associates, LTD | 2.49% | Add +2.6% | 171,776 | $22.7M |
| M&T Bank Corp | 0.08% | Reduce -3.0% | 170,528 | $22.5M |
| Badgley Phelps Wealth Managers, LLC | 0.49% | Add +1.7% | 166,625 | $22.0M |
| Covenant Partners, LLC | 6.29% | Reduce -9.5% | 159,397 | $21.1M |
| Captrust Financial Advisors | 0.05% | Add +7.1% | 158,581 | $21.0M |
| First Citizens Asset Management, Inc. | 7.25% | Add +18.2% | 154,826 | $20.5M |
| Natixis Advisors, LLC | 0.03% | Reduce -50.4% | 152,332 | $20.1M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -9.3% | 151,934 | $20.1M |
| Asset Management Group, Inc. | 3.49% | Add +0.2% | 151,496 | $20.0M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -16.0% | 150,025 | $19.8M |
| Arax Advisory Partners | 0.89% | Add +1986.2% | 142,176 | $19.4M |
| RTD Financial Advisors, Inc. | 2.38% | Reduce -17.0% | 140,569 | $18.6M |
| Bishop & Co Investment Management, LLC | 6.49% | Reduce -2.4% | 136,686 | $18.1M |
| Stifel Financial Corp. | 0.02% | Add +2.6% | 135,051 | $17.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.9% | 134,266 | $17.7M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -0.1% | 134,055 | $17.7M |
| LBJ Family Wealth Advisors, Ltd. | 9.72% | Add +0.4% | 126,510 | $16.7M |
| Sterling Capital Management LLC | 0.24% | Add +19.7% | 126,123 | $16.7M |
| Creative Planning | 0.01% | Add +14.1% | 125,913 | $16.6M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +3.1% | 123,104 | $16.3M |
| Fifth Third Bancorp | 0.05% | Reduce -8.2% | 119,792 | $15.8M |
| Thompson Siegel & Walmsley LLC | 0.27% | Reduce -30.4% | 119,678 | $15.8M |
| HSBC Holdings PLC | 0.01% | Add +1.1% | 114,969 | $15.2M |
| Avantax Planning Partners, Inc. | 0.48% | Add +102.9% | 114,285 | $15.1M |
| Corient Private Wealth LP | 0.02% | Reduce -49.7% | 111,614 | $14.7M |
| FSA Wealth Management LLC | 5.70% | Reduce -3.2% | 110,646 | $14.6M |
| Fifth Third Securities, Inc. | 1.08% | Add +1.4% | 108,971 | $14.4M |
| Waverly Advisors, LLC | 0.16% | Reduce -1.9% | 107,436 | $14.2M |
| Baird Financial Group, Inc. | 0.02% | Reduce -0.6% | 105,256 | $13.9M |
| Comerica Bank | 0.05% | Reduce -2.3% | 103,045 | $13.6M |
| Prosperity Consulting Group, LLC | 0.96% | Add +6.9% | 99,197 | $13.1M |
| Evergreen Capital Management LLC | 0.38% | Add +5.5% | 96,789 | $12.8M |
| Bokf, NA | 0.20% | Add +0.1% | 94,444 | $12.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -0.7% | 91,868 | $12.4M |
| Bank of Montreal | 0.01% | Reduce -1.2% | 92,945 | $12.3M |
| Occidental Asset Management, LLC | 1.69% | Add +0.7% | 92,500 | $12.2M |
| Johnson Investment Counsel Inc. | 0.11% | Reduce -6.2% | 88,483 | $11.7M |
| Clearstead Advisors, LLC | 0.16% | Reduce -0.3% | 85,715 | $11.3M |
| First Horizon Advisors, Inc. | 0.28% | Add +7.1% | 82,810 | $10.9M |
| Bartlett & Co. Wealth Management LLC | 0.15% | Reduce -1.8% | 82,137 | $10.9M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +5.8% | 79,445 | $10.5M |
| MAI Capital Management | 0.07% | Add +3.8% | 79,110 | $10.5M |
| JMG Financial Group, Ltd. | 0.31% | Reduce -0.5% | 78,414 | $10.4M |
| UMB Bank, n.a. | 0.16% | Reduce -8.7% | 78,233 | $10.3M |
| Savant Capital, LLC | 0.07% | Add +0.3% | 76,109 | $10.1M |
| Simplicity Wealth,LLC | 0.40% | Add +120.3% | 73,514 | $9.7M |
| Synovus Financial Corp. | 0.12% | Add +3.4% | 72,955 | $9.6M |
| Cwm, LLC | 0.03% | Add +4.8% | 72,242 | $9.5M |
| WestHill Financial Advisors, Inc. | 2.00% | Add +0.3% | 71,318 | $9.4M |
"% 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.