iShares Russell Mid-Cap ValuIWSETF
13F holders, Q3 2025 (September 30)934holders +15
74new positions
51sold out
4famous investors
$139.56avg. 13F price*
At the end of Q3 2025, 934 institutions reported holding iShares Russell Mid-Cap Valu (IWS) in their 13F filings, up 15 from Q2 2025. 74 opened new positions and 51 sold out. The largest holders were Jones Financial Companies LLLP ($1.4B), Morgan Stanley ($1.2B) and Wells Fargo & Company ($524.0M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $154.7M |
| Exits | 51 | $44.7M |
All 13F filers, Q2 2025 → Q3 2025: 2,183,281 shares bought and 2,528,744 shares sold, net −345,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 934 holders
| Jones Financial Companies LLLP | 0.95% | Reduce -7.0% | 10,047,475 | $1.4B |
| Morgan Stanley | 0.07% | Add +1.1% | 8,245,471 | $1.2B |
| Wells Fargo & Company | 0.11% | Reduce -1.3% | 3,751,715 | $524.0M |
| Bank of America Corp. | 0.04% | Reduce -2.3% | 3,675,090 | $513.3M |
| Tiaa Trust, National Association | 1.16% | Add +1.0% | 3,427,479 | $478.7M |
| Envestnet Portfolio Solutions, Inc. | 1.45% | Add +1.7% | 2,823,287 | $394.3M |
| First Citizens Bank & Trust Co. | 8.13% | Add +3.1% | 2,698,999 | $377.0M |
| Royal Bank of Canada | 0.06% | Reduce -4.8% | 2,451,800 | $342.4M |
| US Bancorp \de | 0.36% | Reduce -4.2% | 2,189,330 | $305.8M |
| Commonwealth Equity Services, LLC | 0.38% | Reduce -5.5% | 2,073,188 | $289.6M |
| Commerce Bank | 1.57% | Reduce -3.2% | 2,020,035 | $282.1M |
| FMR LLC | 0.01% | Reduce -1.0% | 1,950,557 | $272.4M |
| UBS Group AG | 0.04% | Reduce -0.6% | 1,637,262 | $228.7M |
| Betterment LLC | 0.44% | Reduce -2.7% | 1,594,763 | $222.7M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -2.2% | 1,312,650 | $183.3M |
| LPL Financial LLC | 0.05% | Add +3.4% | 1,203,672 | $168.1M |
| Ameriprise Financial Inc. | 0.04% | Reduce -2.3% | 1,102,565 | $154.0M |
| Cassaday & Co Wealth Management LLC | 3.20% | Add +1.6% | 992,566 | $138.6M |
| Zions Bancorporation, National Association | 6.60% | Reduce -1.2% | 956,895 | $133.6M |
| Victory Capital Management Inc. | 0.08% | Add +0.2% | 945,096 | $132.0M |
| Envestnet Asset Management Inc. | 0.03% | Add +2.5% | 857,248 | $119.7M |
| Stephens Inc. | 1.50% | Add +0.9% | 843,697 | $117.8M |
| Vantagepoint Investment Advisers LLC | 0.86% | New | 753,343 | $105.2M |
| JPMorgan Chase & Co. | 0.01% | Add +8.1% | 732,105 | $102.3M |
| Stephens Group Asset Management, LLC | 6.70% | Reduce -4.3% | 712,170 | $99.5M |
| Pacific Life Fund Advisors LLC | 8.88% | Reduce -1.6% | 620,076 | $86.6M |
| Raymond James Financial Inc. | 0.03% | Add +8.1% | 580,628 | $81.1M |
| Heritage Wealth Advisors | 3.21% | Add +1.8% | 524,534 | $73.3M |
| Money Concepts Capital Corp. | 3.77% | Add +1.7% | 437,299 | $61.1M |
| Truist Financial Corp. | 0.08% | Reduce -0.8% | 430,051 | $60.1M |
| Equitable Holdings, Inc. | 0.42% | Reduce -8.5% | 408,017 | $57.0M |
| Cetera Investment Advisers | 0.07% | Add +20.1% | 402,401 | $56.2M |
| AE Wealth Management LLC | 0.33% | Add +0.4% | 366,952 | $51.3M |
| Lido Advisors, LLC | 0.19% | Reduce -2.6% | 334,636 | $46.7M |
| AMG National Trust Bank | 1.13% | Reduce -2.1% | 330,633 | $46.2M |
| Mariner, LLC | 0.05% | Add +4.3% | 295,634 | $41.3M |
| SVB Wealth LLC | 2.19% | Add +4.3% | 290,834 | $40.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +3.0% | 282,781 | $39.5M |
| Chicago Partners Investment Group LLC | 0.97% | Reduce -0.7% | 265,321 | $37.0M |
| One Capital Management, LLC | 1.15% | Add +0.8% | 257,943 | $36.0M |
| Cedar Mountain Advisors, LLC | 6.86% | Reduce -1.9% | 252,309 | $35.2M |
| GLOBALT Investments LLC / GA | 1.22% | Reduce -1.6% | 238,485 | $33.3M |
| Osaic Holdings, Inc. | 0.05% | Add +2.6% | 237,813 | $33.1M |
| LPWM LLC | 8.40% | Add +1.6% | 225,308 | $31.5M |
| HighTower Advisors, LLC | 0.03% | Reduce -0.9% | 215,702 | $30.1M |
| Anchor Capital Advisors LLC | 0.87% | Add +10.5% | 214,223 | $29.9M |
| Wescott Financial Advisory Group, LLC | 2.63% | Reduce -1.9% | 210,228 | $29.4M |
| Focus Partners Wealth | 0.05% | Reduce -3.2% | 200,196 | $28.0M |
| Keybank National Association | 0.10% | Reduce -0.8% | 199,731 | $27.9M |
| Moneta Group Investment Advisors LLC | 0.20% | Reduce -0.6% | 179,375 | $25.1M |
| Rodgers & Associates, LTD | 2.47% | Reduce -0.0% | 171,753 | $24.0M |
| Moran Wealth Management, LLC | 0.72% | New | 170,086 | $23.8M |
| Badgley Phelps Wealth Managers, LLC | 0.49% | Add +0.8% | 167,953 | $23.5M |
| M&T Bank Corp | 0.08% | Reduce -1.8% | 167,520 | $23.4M |
| Rockefeller Capital Management L.P. | 0.04% | Add +4.2% | 158,256 | $22.1M |
| First Citizens Asset Management, Inc. | 7.67% | Add +0.0% | 154,874 | $21.6M |
| Covenant Partners, LLC | 6.13% | Reduce -2.9% | 154,758 | $21.6M |
| Captrust Financial Advisors | 0.04% | Reduce -3.3% | 153,401 | $21.4M |
| Asset Management Group, Inc. | 3.47% | Add +0.3% | 151,958 | $21.2M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -3.1% | 145,313 | $20.3M |
| RTD Financial Advisors, Inc. | 2.43% | Add +3.0% | 144,812 | $20.2M |
| First Citizens Investor Services, Inc. | 7.60% | — | 140,799 | $19.7M |
| Bishop & Co Investment Management, LLC | 6.53% | Add +2.3% | 139,778 | $19.5M |
| Natixis Advisors, LLC | 0.03% | Reduce -9.2% | 138,290 | $19.3M |
| Stifel Financial Corp. | 0.02% | Reduce -0.1% | 134,885 | $18.8M |
| CIBC Private Wealth Group LLC | 0.03% | Add +0.1% | 134,156 | $18.7M |
| Sterling Capital Management LLC | 0.26% | Reduce -0.1% | 125,961 | $17.6M |
| LBJ Family Wealth Advisors, Ltd. | 9.56% | Reduce -0.7% | 125,588 | $17.5M |
| Thompson Siegel & Walmsley LLC | 0.28% | Add +4.5% | 125,114 | $17.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.1% | 124,728 | $17.4M |
| Corient Private Wealth LP | 0.03% | Add +11.2% | 124,133 | $17.3M |
| Creative Planning | 0.01% | Reduce -2.2% | 123,185 | $17.2M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -1.3% | 121,466 | $17.0M |
| Northern Trust Corp. | 0.00% | Reduce -32.0% | 118,813 | $16.6M |
| Fifth Third Bancorp | 0.05% | Reduce -1.3% | 118,272 | $16.5M |
| Fifth Third Securities, Inc. | 1.10% | Add +5.4% | 114,875 | $16.0M |
| Avantax Planning Partners, Inc. | 0.45% | Reduce -2.2% | 111,756 | $15.6M |
| FSA Wealth Management LLC | 5.65% | Add +0.0% | 110,693 | $15.5M |
| Waverly Advisors, LLC | 0.15% | Reduce -1.4% | 105,880 | $14.8M |
| Baird Financial Group, Inc. | 0.02% | Reduce -0.9% | 104,261 | $14.6M |
| Prosperity Consulting Group, LLC | 0.69% | Add +1.5% | 100,650 | $14.1M |
| Comerica Bank | 0.05% | Reduce -4.3% | 98,579 | $13.8M |
| Assetmark, Inc. | 0.03% | Add +1496.5% | 98,487 | $13.8M |
| Evergreen Capital Management LLC | 0.33% | Add +1.2% | 97,942 | $13.7M |
| Bokf, NA | 0.19% | Reduce -2.5% | 92,040 | $12.9M |
| Occidental Asset Management, LLC | 1.59% | Reduce -1.8% | 90,874 | $12.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -4.6% | 87,657 | $12.3M |
| Johnson Investment Counsel Inc. | 0.10% | Reduce -1.1% | 87,496 | $12.2M |
| Clearstead Advisors, LLC | 0.17% | Reduce -1.0% | 84,832 | $11.8M |
| Bank of Montreal | 0.01% | Reduce -8.8% | 84,755 | $11.8M |
| MAI Capital Management | 0.07% | Add +3.9% | 82,205 | $11.5M |
| Bartlett & Co. Wealth Management LLC | 0.15% | Reduce -1.3% | 81,092 | $11.3M |
| First Horizon Corp. | 0.52% | — | 79,766 | $11.1M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +0.2% | 79,578 | $11.1M |
| Savant Capital, LLC | 0.07% | Add +1.9% | 77,533 | $10.8M |
| JMG Financial Group, Ltd. | 0.30% | Reduce -3.0% | 76,043 | $10.6M |
| Synovus Financial Corp. | 0.12% | Add +3.5% | 75,513 | $10.5M |
| Earnest Partners LLC | 0.05% | Add +15.7% | 74,731 | $10.4M |
| WestHill Financial Advisors, Inc. | 2.04% | Add +4.3% | 74,350 | $10.4M |
| MML Investors Services, LLC | 0.03% | Add +14.3% | 71,112 | $9.9M |
"% 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.