13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
IWS

ISHARES RUSSELL MID-CAP VALU

1,047 institutions still hold ISHARES RUSSELL MID-CAP VALU as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287473·Exchange Traded Fund·1,047 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.0%
vs prior quarter
13F value held
$7.4B
59.0% inst. owned
of float
Holders
1,047
-59 QoQ
filers reporting
Activity
+11 / −6
+880 added · −738 reduced
this quarter
Concentration
15.97%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

1,047 institutions reported IWS in Q1 2026. MORGAN STANLEY leads at 16.0% of the visible book. -59 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$1.2B8.1M0.07%Q1 202602
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$1.1B7.7M0.53%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$573M3.9M0.11%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$520M3.6M0.04%Q1 202605
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$405M2.8M2.24%Q1 202606
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$390M2.7M1.50%Q1 202607
FIRST CITIZENS BANK & TRUST CO
CIK 0001092203
$389M2.7M8.18%Q1 202608
ROYAL BANK OF CANADA
CIK 0001000275
$346M2.4M0.06%Q1 202609
US BANCORP \DE\
CIK 0000036104
$296M2.0M0.36%Q1 202610
COMMERCE BANK
CIK 0001009076
$289M2.0M1.40%Q1 202611
FMR LLC
CIK 0000315066
$281M1.9M0.01%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$272M1.9M0.38%Q1 202613
UBS Group AG
CIK 0001610520
$259M1.8M0.04%Q1 202614
LPL Financial LLC
CIK 0001403438
$182M1.2M0.05%Q1 202615
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$157M1.1M0.09%Q4 202516
Zions Bancorporation, N.A.
CIK 0001666757
$152M1.2M9.61%Q4 202417
Cassaday & Co Wealth Management LLC
CIK 0001963612
$149M1.0M3.18%Q1 202618
AMERIPRISE FINANCIAL INC
CIK 0000820027
$145M993K0.03%Q1 202619
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
CIK 0000109380
$138M948K8.90%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$137M941K0.04%Q1 2026
Page 1 of 53
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