iShares Russell Mid-Cap ValuIWSETF
13F holders, Q1 2026 (March 31)996holders +4
65new positions
48sold out
3famous investors
$146.11avg. 13F price*
At the end of Q1 2026, 996 institutions reported holding iShares Russell Mid-Cap Valu (IWS) in their 13F filings, up 4 from Q4 2025. 65 opened new positions and 48 sold out. The largest holders were Morgan Stanley ($1.2B), Jones Financial Companies LLLP ($1.1B) and Wells Fargo & Company ($573.2M). 3 famous investors held it, including John W. Rogers Jr. (0.0% of Ariel Investments's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $93.4M |
| Exits | 48 | $37.7M |
All 13F filers, Q4 2025 → Q1 2026: 2,106,862 shares bought and 8,201,495 shares sold, net −6,094,633 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 996 holders
| Morgan Stanley | 0.07% | Reduce -0.1% | 8,065,380 | $1.2B |
| Jones Financial Companies LLLP | 0.53% | Reduce -20.7% | 7,702,234 | $1.1B |
| Wells Fargo & Company | 0.11% | Add +0.4% | 3,933,330 | $573.2M |
| Bank of America Corp. | 0.04% | Reduce -15.8% | 3,567,568 | $519.9M |
| Envestnet Portfolio Solutions, Inc. | 2.24% | Reduce -2.6% | 2,782,303 | $405.5M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.50% | — | 2,673,419 | $389.6M |
| First Citizens Bank & Trust Co. | 8.18% | Reduce -2.4% | 2,666,348 | $388.6M |
| Royal Bank of Canada | 0.07% | Reduce -0.6% | 2,376,742 | $346.4M |
| US Bancorp \de | 0.36% | Reduce -2.7% | 2,034,314 | $296.5M |
| Commerce Bank | 1.40% | Reduce -0.2% | 1,980,452 | $288.6M |
| FMR LLC | 0.01% | Reduce -0.3% | 1,927,770 | $281.0M |
| Commonwealth Equity Services, LLC | 0.38% | Reduce -6.0% | 1,865,296 | $271.8M |
| UBS Group AG | 0.05% | Add +8.4% | 1,778,173 | $259.2M |
| Betterment LLC | 0.41% | Reduce -4.6% | 1,478,807 | $215.5M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -2.4% | 1,251,682 | $182.4M |
| LPL Financial LLC | 0.05% | Add +3.0% | 1,246,982 | $181.7M |
| Cassaday & Co Wealth Management LLC | 3.18% | Add +1.9% | 1,023,739 | $149.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -10.4% | 992,650 | $144.8M |
| Zions Bancorporation, National Association | 8.90% | Reduce -0.1% | 947,543 | $138.1M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -6.5% | 941,353 | $137.2M |
| Vantagepoint Investment Advisers LLC | 0.95% | Reduce -1.5% | 770,873 | $112.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.1% | 787,533 | $112.1M |
| Equitable Holdings, Inc. | 0.67% | Reduce -0.5% | 406,855 | $104.2M |
| Stephens Group Asset Management, LLC | 6.63% | Add +0.2% | 713,481 | $104.0M |
| Stephens Inc. | 1.25% | Reduce -18.7% | 683,625 | $99.6M |
| Raymond James Financial Inc. | 0.03% | Reduce -0.5% | 648,853 | $94.6M |
| Pacific Life Fund Advisors LLC | 10.16% | Reduce -14.2% | 606,826 | $88.4M |
| Heritage Wealth Advisors | 3.11% | Add +1.1% | 545,471 | $79.5M |
| Truist Financial Corp. | 0.09% | Reduce -0.6% | 437,111 | $63.7M |
| Cetera Investment Advisers | 0.07% | Reduce -0.3% | 431,101 | $62.8M |
| Money Concepts Capital Corp. | 3.46% | Reduce -6.0% | 429,682 | $62.6M |
| AE Wealth Management LLC | 0.30% | Add +0.8% | 380,308 | $55.4M |
| Proficio Capital Partners LLC | 2.78% | New | 357,500 | $52.1M |
| Lido Advisors, LLC | 0.19% | Add +6.9% | 321,226 | $46.8M |
| AMG National Trust Bank | 1.00% | Reduce -1.3% | 315,369 | $46.0M |
| BNP Paribas Financial Markets | 0.03% | Add +534.0% | 296,327 | $43.2M |
| Mariner, LLC | 0.05% | Reduce -7.6% | 293,064 | $42.6M |
| Anchor Capital Advisors LLC | 1.16% | Reduce -11.6% | 278,371 | $40.6M |
| Chicago Partners Investment Group LLC | 0.89% | Reduce -3.1% | 255,119 | $39.7M |
| SVB Wealth LLC | 2.51% | Reduce -0.5% | 261,202 | $38.1M |
| Natixis Advisors, LLC | 0.05% | Add +80.9% | 259,124 | $37.8M |
| GLOBALT Investments LLC / GA | 1.31% | Add +7.5% | 252,907 | $36.9M |
| Cedar Mountain Advisors, LLC | 7.17% | Reduce -1.0% | 251,582 | $36.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +2.1% | 241,839 | $35.2M |
| Focus Partners Wealth | 0.04% | Add +1.9% | 241,074 | $35.1M |
| LPWM LLC | 8.34% | Reduce -2.1% | 226,691 | $33.0M |
| Thompson Siegel & Walmsley LLC | 0.57% | Reduce -6.5% | 221,510 | $32.3M |
| HighTower Advisors, LLC | 0.03% | Add +0.0% | 218,629 | $31.9M |
| Tiaa Trust, National Association | 1.92% | Reduce -93.6% | 216,645 | $31.6M |
| Fifth Third Bancorp | 0.05% | Add +71.3% | 203,918 | $29.7M |
| Osaic Holdings, Inc. | 0.04% | Add +25.8% | 202,955 | $29.6M |
| Keybank National Association | 0.11% | Reduce -0.6% | 198,559 | $28.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +66.9% | 195,387 | $28.5M |
| Wescott Financial Advisory Group, LLC | 2.31% | Reduce -12.0% | 180,890 | $26.4M |
| Badgley Phelps Wealth Managers, LLC | 0.52% | Add +3.8% | 178,501 | $26.0M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -10.3% | 177,890 | $25.9M |
| Moneta Group Investment Advisors LLC | 0.19% | Reduce -0.4% | 177,514 | $25.9M |
| Parkway Wealth Management Group, LLC | 3.19% | Reduce -0.9% | 165,570 | $25.2M |
| Kestra Advisory Services, LLC | 0.09% | Add +7.8% | 171,130 | $24.9M |
| Rodgers & Associates, LTD | 2.53% | Reduce -2.1% | 170,676 | $24.9M |
| Baird Financial Group, Inc. | 0.04% | Add +0.8% | 169,103 | $24.6M |
| First Citizens Asset Management, Inc. | 8.50% | Add +5.7% | 164,471 | $24.0M |
| CIBC Bancorp USA Inc. | 0.03% | — | 164,113 | $23.9M |
| Pinnacle Financial Partners, Inc. | 0.17% | Add +5.7% | 152,784 | $22.3M |
| M&T Bank Corp | 0.07% | Reduce -4.1% | 151,996 | $22.2M |
| Asset Management Group, Inc. | 3.58% | Reduce -0.3% | 151,776 | $22.1M |
| RTD Financial Advisors, Inc. | 2.56% | Reduce -1.0% | 143,113 | $20.9M |
| Stifel Financial Corp. | 0.02% | Add +0.5% | 140,799 | $20.5M |
| Creative Planning | 0.01% | Reduce -4.2% | 133,277 | $19.4M |
| Corient Private Wealth LP | 0.03% | Add +0.6% | 131,986 | $19.2M |
| Captrust Financial Advisors | 0.03% | Add +2.7% | 128,659 | $18.8M |
| Arax Advisory Partners | 0.53% | Reduce -13.2% | 128,308 | $18.7M |
| Sterling Capital Management LLC | 0.35% | Add +9.6% | 125,473 | $18.3M |
| LBJ Family Wealth Advisors, Ltd. | 10.47% | Reduce -0.1% | 125,594 | $17.9M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -0.6% | 120,612 | $17.6M |
| Fifth Third Securities, Inc. | 1.11% | Add +0.8% | 117,673 | $17.1M |
| Allworth Financial LP | 0.07% | Reduce -0.3% | 116,455 | $17.0M |
| Northern Trust Corp. | 0.00% | Reduce -4.4% | 115,894 | $16.9M |
| Avantax Planning Partners, Inc. | 0.46% | Add +6.3% | 114,135 | $16.6M |
| Prosperity Consulting Group, LLC | 0.73% | Add +1.8% | 113,106 | $16.5M |
| HSBC Holdings PLC | 0.01% | Add +3.9% | 112,144 | $16.3M |
| Waverly Advisors, LLC | 0.12% | Add +0.4% | 108,057 | $15.7M |
| Evergreen Capital Management LLC | 0.33% | Add +3.5% | 104,483 | $15.2M |
| Lloyd Advisory Services, LLC. | 4.11% | Add +3272.6% | 98,615 | $14.4M |
| Kingdom Financial Group LLC. | 4.11% | Add +3.7% | 98,615 | $14.4M |
| Occidental Asset Management, LLC | 1.61% | Add +2.4% | 93,493 | $13.6M |
| First Horizon Corp. | 0.57% | Add +6.7% | 92,925 | $13.5M |
| Bishop & Co Investment Management, LLC | 4.63% | Reduce -33.8% | 92,615 | $13.5M |
| Bokf, NA | 0.20% | Reduce -1.9% | 88,741 | $12.9M |
| MAI Capital Management | 0.07% | Reduce -3.8% | 88,647 | $12.9M |
| Bank of Montreal | 0.01% | Reduce -5.7% | 85,207 | $12.4M |
| Johnson Investment Counsel Inc. | 0.10% | Reduce -2.0% | 85,121 | $12.4M |
| NewEdge Advisors, LLC | 0.04% | Add +10.4% | 85,023 | $12.4M |
| Clearstead Advisors, LLC | 0.11% | Reduce -1.9% | 82,787 | $12.1M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +2.6% | 81,606 | $11.9M |
| Savant Capital, LLC | 0.06% | Reduce -0.3% | 80,966 | $11.8M |
| Bartlett & Co. Wealth Management LLC | 0.15% | Reduce -7.1% | 74,663 | $11.6M |
| One Capital Management, LLC | 0.31% | Reduce -14.2% | 77,058 | $11.2M |
| LifeWealth Investments, LLC | 3.34% | Add +15.5% | 76,894 | $11.2M |
| Bank of New York Mellon Corp | 0.00% | Add +16.0% | 76,849 | $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.