DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
IWS

ISHARES RUSSELL MID-CAP VALU

1,061 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·1,061 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$7.4B
visible holders
Holders
1,061
filers reporting
Concentration
15.80%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

1,061 institutions reported IWS in Q1 2026. MORGAN STANLEY leads at 15.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$1.2B8.1M0.07%Q1 2026
02
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$1.1B7.7M0.53%Q1 2026
03
WELLS FARGO & COMPANY/MN
CIK 0000072971
$573M3.9M0.11%Q1 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$520M3.6M0.04%Q1 2026
05
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$415M2.5M1.99%Q2 2026
06
FIRST CITIZENS BANK & TRUST CO
CIK 0001092203
$396M2.4M5.93%Q2 2026
07
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$390M2.7M1.50%Q1 2026
08
ROYAL BANK OF CANADA
CIK 0001000275
$346M2.4M0.06%Q1 2026
09
US BANCORP \DE\
CIK 0000036104
$296M2.0M0.36%Q1 2026
10
COMMERCE BANK
CIK 0001009076
$289M2.0M1.40%Q1 2026
11
FMR LLC
CIK 0000315066
$281M1.9M0.01%Q1 2026
12
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$272M1.9M0.38%Q1 2026
13
UBS Group AG
CIK 0001610520
$259M1.8M0.04%Q1 2026
14
Betterment LLC
CIK 0001633901
$216M1.5M0.41%Q1 2026
15
LPL Financial LLC
CIK 0001403438
$182M1.2M0.05%Q1 2026
16
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$157M1.1M0.09%Q4 2025
17
Cassaday & Co Wealth Management LLC
CIK 0001963612
$149M1.0M3.18%Q1 2026
18
AMERIPRISE FINANCIAL INC
CIK 0000820027
$145M993K0.03%Q1 2026
19
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
CIK 0000109380
$138M948K8.90%Q1 2026
20
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$137M941K0.04%Q1 2026
Page 1 of 54
1041 more holders available. Log in →
Insiders at ISHARES RUSSELL MID-CAP VALU
Miller S James