Who owns iShares Russell Mid-Cap Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IWS from SEC Form 13F filings across 1,049 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 1,049 institutions disclosed 72.6M shares of iShares Russell Mid-Cap Value ETF worth $11.96B — about 78% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
1,049
13F holders
$11.96B
value, 2026 filers
78%
of shares outstanding (72.6M sh)
124
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IWS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 8.1M | $1.33B | 0.1% | 8.7% | +0.2% |
| 2 | JONES FINANCIAL COMPANIES LLLP | 7.0M | $1.15B | 0.5% | 7.5% | -9.2% |
| 3 | WELLS FARGO & COMPANY/MN | 3.6M | $597.3M | 0.1% | 3.9% | -7.7% |
| 4 | BANK OF AMERICA CORP /DE/ | 3.5M | $575.1M | 0.0% | 3.8% | -2.1% |
| 5 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2.7M | $450.0M | 1.5% | 2.9% | +2.3% |
| 6 | Envestnet Portfolio Solutions, Inc. | 2.5M | $415.2M | 2.0% | 2.7% | -9.3% |
| 7 | FIRST CITIZENS BANK & TRUST CO | 2.4M | $396.5M | 5.9% | 2.6% | -9.7% |
| 8 | ROYAL BANK OF CANADA | 2.2M | $358.1M | 0.1% | 2.3% | -8.5% |
| 9 | US BANCORP \DE\ | 2.0M | $326.7M | 0.4% | 2.1% | -2.4% |
| 10 | FMR LLC | 1.9M | $315.2M | 0.0% | 2.1% | -0.7% |
| 11 | COMMERCE BANK | 1.9M | $314.8M | 1.4% | 2.1% | -3.4% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 1.9M | $307.5M | 0.4% | 2% | +0.1% |
| 13 | UBS Group AG | 1.7M | $277.5M | 0.0% | 1.8% | -5.2% |
| 14 | Betterment LLC | 1.4M | $228.2M | 0.4% | 1.5% | -6.2% |
| 15 | PNC Financial Services Group, Inc. | 1.2M | $201.6M | 0.1% | 1.3% | -2.2% |
| 16 | LPL Financial LLC | 1.2M | $200.9M | 0.0% | 1.3% | -2.1% |
| 17 | Cassaday & Co Wealth Management LLC | 1.0M | $171.8M | 3.2% | 1.1% | +2.0% |
| 18 | AMERIPRISE FINANCIAL INC | 1.0M | $168.9M | 0.0% | 1.1% | +3.2% |
| 19 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 940,874 | $154.9M | 9.3% | 1% | -0.7% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 838,328 | $138.0M | 0.0% | 0.9% | -10.9% |
| 21 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 761,386 | $125.3M | 0.9% | 0.8% | -1.2% |
| 22 | JPMORGAN CHASE & CO | 759,625 | $125.3M | 0.0% | 0.8% | -3.5% |
| 23 | STEPHENS GROUP ASSET MANAGEMENT, LLC | 709,976 | $116.9M | 6.6% | 0.8% | -0.5% |
| 24 | STEPHENS INC /AR/ | 669,651 | $110.2M | 1.2% | 0.7% | -2.0% |
| 25 | RAYMOND JAMES FINANCIAL INC | 641,160 | $105.5M | 0.0% | 0.7% | -1.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.