iShares Russell Mid-Cap ValuIWSETF
13F holders, Q4 2025 (December 31)992holders +58
68new positions
55sold out
2famous investors
$140.68avg. 13F price*
At the end of Q4 2025, 992 institutions reported holding iShares Russell Mid-Cap Valu (IWS) in their 13F filings, up 58 from Q3 2025. 68 opened new positions and 55 sold out. The largest holders were Jones Financial Companies LLLP ($1.4B), Morgan Stanley ($1.1B) and Bank of America Corp. ($597.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Russell Mid-Cap Valu
- CUSIP
- 464287473
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $78.5M |
| Exits | 55 | $25.0M |
All 13F filers, Q3 2025 → Q4 2025: 3,369,163 shares bought and 3,136,326 shares sold, net +232,837 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 992 holders
| Jones Financial Companies LLLP | 0.83% | Reduce -3.4% | 9,708,345 | $1.4B |
| Morgan Stanley | 0.07% | Reduce -2.1% | 8,071,505 | $1.1B |
| Bank of America Corp. | 0.04% | Add +15.3% | 4,236,073 | $597.5M |
| Wells Fargo & Company | 0.11% | Add +4.4% | 3,917,401 | $552.5M |
| Tiaa Trust, National Association | 1.14% | Reduce -1.6% | 3,371,310 | $475.6M |
| Envestnet Portfolio Solutions, Inc. | 1.41% | Add +1.2% | 2,856,534 | $402.9M |
| First Citizens Bank & Trust Co. | 8.05% | Add +1.2% | 2,732,375 | $385.4M |
| Royal Bank of Canada | 0.06% | Reduce -2.5% | 2,390,656 | $337.2M |
| US Bancorp \de | 0.35% | Reduce -4.5% | 2,089,915 | $294.8M |
| Commonwealth Equity Services, LLC | 0.37% | Reduce -4.2% | 1,985,396 | $280.0M |
| Commerce Bank | 1.55% | Reduce -1.8% | 1,984,765 | $280.0M |
| FMR LLC | 0.01% | Reduce -0.8% | 1,934,508 | $272.9M |
| UBS Group AG | 0.05% | Add +0.2% | 1,639,942 | $231.3M |
| Betterment LLC | 0.42% | Reduce -2.8% | 1,550,556 | $218.7M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -2.3% | 1,282,032 | $180.8M |
| LPL Financial LLC | 0.05% | Add +0.6% | 1,210,535 | $170.7M |
| Ameriprise Financial Inc. | 0.04% | Add +0.5% | 1,108,454 | $156.4M |
| Envestnet Asset Management Inc. | 0.04% | Add +17.4% | 1,006,776 | $142.0M |
| Cassaday & Co Wealth Management LLC | 2.99% | Add +1.3% | 1,005,128 | $141.8M |
| Zions Bancorporation, National Association | 6.18% | Reduce -0.9% | 948,572 | $133.8M |
| Stephens Inc. | 1.48% | Reduce -0.4% | 840,698 | $118.6M |
| JPMorgan Chase & Co. | 0.01% | Add +8.8% | 796,669 | $112.4M |
| Vantagepoint Investment Advisers LLC | 0.89% | Add +3.8% | 782,258 | $110.3M |
| Stephens Group Asset Management, LLC | 6.71% | Add +0.0% | 712,312 | $100.5M |
| Pacific Life Fund Advisors LLC | 10.27% | Add +14.0% | 706,873 | $99.7M |
| Raymond James Financial Inc. | 0.03% | Add +12.3% | 652,035 | $92.0M |
| Heritage Wealth Advisors | 2.91% | Add +2.9% | 539,682 | $76.1M |
| Money Concepts Capital Corp. | 3.62% | Add +4.5% | 457,119 | $64.5M |
| Truist Financial Corp. | 0.08% | Add +2.2% | 439,522 | $62.0M |
| Cetera Investment Advisers | 0.07% | Add +7.4% | 432,237 | $61.0M |
| Equitable Holdings, Inc. | 0.39% | Add +0.2% | 408,910 | $57.7M |
| AE Wealth Management LLC | 0.31% | Add +2.9% | 377,481 | $53.2M |
| AMG National Trust Bank | 1.06% | Reduce -3.4% | 319,361 | $45.0M |
| Mariner, LLC | 0.05% | Add +7.3% | 317,068 | $44.7M |
| Anchor Capital Advisors LLC | 1.29% | Add +47.0% | 314,790 | $44.4M |
| Lido Advisors, LLC | 0.17% | Reduce -10.2% | 300,540 | $42.3M |
| Chicago Partners Investment Group LLC | 0.96% | Reduce -0.8% | 263,342 | $39.0M |
| SVB Wealth LLC | 2.18% | Reduce -9.7% | 262,626 | $37.0M |
| Cedar Mountain Advisors, LLC | 6.91% | Add +0.7% | 254,035 | $35.8M |
| Thompson Siegel & Walmsley LLC | 0.56% | Add +89.4% | 236,937 | $33.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -16.3% | 236,776 | $33.4M |
| Focus Partners Wealth | 0.04% | Add +18.1% | 236,511 | $33.4M |
| GLOBALT Investments LLC / GA | 1.21% | Reduce -1.4% | 235,182 | $33.2M |
| LPWM LLC | 8.24% | Add +2.8% | 231,561 | $32.7M |
| HighTower Advisors, LLC | 0.03% | Add +1.3% | 218,545 | $30.8M |
| Earnest Partners LLC | 0.13% | Add +176.8% | 206,866 | $29.2M |
| Wescott Financial Advisory Group, LLC | 2.53% | Reduce -2.2% | 205,539 | $29.0M |
| Keybank National Association | 0.10% | Reduce -0.0% | 199,661 | $28.2M |
| Rockefeller Capital Management L.P. | 0.05% | Add +25.3% | 198,232 | $28.0M |
| Moneta Group Investment Advisors LLC | 0.19% | Reduce -0.6% | 178,244 | $25.1M |
| Rodgers & Associates, LTD | 2.49% | Add +1.5% | 174,382 | $24.6M |
| Badgley Phelps Wealth Managers, LLC | 0.44% | Add +2.4% | 171,939 | $24.3M |
| Baird Financial Group, Inc. | 0.04% | Add +60.9% | 167,703 | $23.7M |
| Parkway Wealth Management Group, LLC | 3.16% | — | 167,098 | $23.6M |
| CIBC Private Wealth Group LLC | 0.04% | Add +22.1% | 163,760 | $23.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -32.1% | 161,367 | $22.8M |
| Kestra Advisory Services, LLC | 0.09% | Add +9.2% | 158,720 | $22.4M |
| M&T Bank Corp | 0.07% | Reduce -5.4% | 158,476 | $22.4M |
| First Citizens Asset Management, Inc. | 7.68% | Add +0.5% | 155,656 | $22.0M |
| Asset Management Group, Inc. | 3.47% | Add +0.2% | 152,208 | $21.5M |
| Pinnacle Financial Partners, Inc. | 0.15% | — | 144,513 | $20.4M |
| RTD Financial Advisors, Inc. | 2.49% | Reduce -0.2% | 144,494 | $20.4M |
| Natixis Advisors, LLC | 0.03% | Add +3.6% | 143,236 | $20.2M |
| Stifel Financial Corp. | 0.02% | Add +3.8% | 140,048 | $19.8M |
| Bishop & Co Investment Management, LLC | 6.53% | Add +0.0% | 139,793 | $19.7M |
| Creative Planning | 0.01% | Add +12.9% | 139,093 | $19.6M |
| Arax Advisory Partners | 0.56% | New | 147,771 | $19.3M |
| Corient Private Wealth LP | 0.03% | Add +5.7% | 131,141 | $18.5M |
| LBJ Family Wealth Advisors, Ltd. | 9.75% | Add +0.1% | 125,683 | $17.7M |
| Captrust Financial Advisors | 0.03% | Reduce -18.3% | 125,262 | $17.7M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -0.1% | 121,349 | $17.1M |
| Northern Trust Corp. | 0.00% | Add +2.0% | 121,241 | $17.1M |
| Fifth Third Bancorp | 0.05% | Add +0.6% | 119,012 | $16.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.2% | 117,045 | $16.5M |
| Fifth Third Securities, Inc. | 1.08% | Add +1.6% | 116,766 | $16.5M |
| Allworth Financial LP | 0.07% | Add +2432.3% | 116,762 | $16.5M |
| Sterling Capital Management LLC | 0.26% | Reduce -9.1% | 114,482 | $16.1M |
| Prosperity Consulting Group, LLC | 0.71% | Add +10.4% | 111,161 | $15.7M |
| HSBC Holdings PLC | 0.01% | New | 107,949 | $15.2M |
| Waverly Advisors, LLC | 0.12% | Add +1.6% | 107,597 | $15.2M |
| Avantax Planning Partners, Inc. | 0.42% | Reduce -3.9% | 107,419 | $15.2M |
| Fuller & Thaler Asset Management, Inc. | 0.05% | Add +568.7% | 104,992 | $14.8M |
| Evergreen Capital Management LLC | 0.32% | Add +3.1% | 100,985 | $14.2M |
| Kingdom Financial Group LLC. | 4.14% | Add +147.7% | 95,096 | $13.4M |
| Comerica Bank | 0.05% | Reduce -4.5% | 94,134 | $13.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +2.5% | 89,891 | $13.1M |
| MAI Capital Management | 0.08% | Add +12.1% | 92,160 | $13.0M |
| Occidental Asset Management, LLC | 1.55% | Add +0.5% | 91,287 | $12.9M |
| Bokf, NA | 0.20% | Reduce -1.7% | 90,449 | $12.8M |
| Bank of Montreal | 0.01% | Add +6.5% | 90,307 | $12.7M |
| One Capital Management, LLC | 0.38% | Reduce -65.2% | 89,833 | $12.7M |
| First Horizon Corp. | 0.55% | Add +9.2% | 87,120 | $12.3M |
| Johnson Investment Counsel Inc. | 0.10% | Reduce -0.7% | 86,885 | $12.3M |
| Clearstead Advisors, LLC | 0.15% | Reduce -0.5% | 84,378 | $11.9M |
| Savant Capital, LLC | 0.07% | Add +4.8% | 81,224 | $11.5M |
| Bartlett & Co. Wealth Management LLC | 0.15% | Reduce -0.9% | 80,398 | $11.3M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -0.1% | 79,540 | $11.2M |
| &partners | 0.06% | Add +72.3% | 79,157 | $11.2M |
| NewEdge Advisors, LLC | 0.04% | Add +26.5% | 77,028 | $10.9M |
| MML Investors Services, LLC | 0.03% | Add +7.1% | 76,142 | $10.7M |
"% 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.