DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
IWS

ISHARES RUSSELL MID-CAP VALU

1,101 institutions still hold ISHARES RUSSELL MID-CAP VALU as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287473·Exchange Traded Fund·1,101 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$8.0B
visible holders
Holders
1,101
filers reporting
Concentration
16.57%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

1,101 institutions reported IWS in Q2 2026. MORGAN STANLEY leads at 16.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$1.3B8.1M0.07%Q2 2026
02
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$1.2B7.0M0.46%Q2 2026
03
WELLS FARGO & COMPANY/MN
CIK 0000072971
$597M3.6M0.10%Q2 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$575M3.5M0.04%Q2 2026
05
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$450M2.7M1.55%Q2 2026
06
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$415M2.5M1.99%Q2 2026
07
FIRST CITIZENS BANK & TRUST CO
CIK 0001092203
$396M2.4M5.93%Q2 2026
08
ROYAL BANK OF CANADA
CIK 0001000275
$358M2.2M0.05%Q2 2026
09
US BANCORP \DE\
CIK 0000036104
$327M2.0M0.36%Q2 2026
10
FMR LLC
CIK 0000315066
$315M1.9M0.01%Q2 2026
11
COMMERCE BANK
CIK 0001009076
$315M1.9M1.38%Q2 2026
12
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$307M1.9M0.39%Q2 2026
13
UBS Group AG
CIK 0001610520
$278M1.7M0.04%Q2 2026
14
Betterment LLC
CIK 0001633901
$216M1.5M0.41%Q1 2026
15
LPL Financial LLC
CIK 0001403438
$201M1.2M0.05%Q2 2026
16
Cassaday & Co Wealth Management LLC
CIK 0001963612
$172M1.0M3.23%Q2 2026
17
AMERIPRISE FINANCIAL INC
CIK 0000820027
$169M1.0M0.03%Q2 2026
18
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$157M1.1M0.09%Q4 2025
19
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
CIK 0000109380
$155M941K9.27%Q2 2026
20
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$138M838K0.03%Q2 2026
Page 1 of 56
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Insiders at ISHARES RUSSELL MID-CAP VALU
Miller S James