ISHARES RUSSELL MID-CAP VALU IWS
$166.05
+0.7% 52w: $132.42 – $166.05
Latest 13F among current holders filed 5 days ago (Aug 28, 2026)
Price — last 12 months
research preview data132.42149.23166.05
Aug 18, 2025 Jul 2, 2026
Institutional holders
993
+2 QoQ
13F value
$11.21B
-1.2% QoQ
Smart-money holders
29
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
2.1×
$1.9M calls / $904K puts
Institutional value by quarter
Number of holders
Who owns IWS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 8.1M | $1.18B | 0.1% | -0.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 7.7M | $1.10B | 0.5% | -20.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.9M | $573.2M | 0.1% | +0.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.6M | $519.9M | 0.0% | -15.8% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 2.8M | $405.5M | 2.2% | -2.6% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 2.7M | $389.6M | 1.5% | — |
| FIRST CITIZENS BANK & TRUST CO | Wealth advisor | 2.7M | $388.6M | 8.2% | -2.4% |
| ROYAL BANK OF CANADA | Bank broker | 2.4M | $346.4M | 0.1% | -0.6% |
| US BANCORP \DE\ | Wealth advisor | 2.0M | $296.5M | 0.4% | -2.7% |
| COMMERCE BANK | Diversified mechanical | 2.0M | $288.6M | 1.4% | -0.2% |
| FMR LLC | Long only active | 1.9M | $281.0M | 0.0% | -0.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.9M | $271.8M | 0.4% | -6.0% |
| UBS Group AG | Bank broker | 1.8M | $259.2M | 0.0% | +8.4% |
| Betterment LLC | Wealth advisor | 1.5M | $215.5M | 0.4% | -4.6% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.3M | $182.4M | 0.1% | -2.4% |
| LPL Financial LLC | Bank broker | 1.2M | $181.7M | 0.0% | +3.0% |
| Cassaday & Co Wealth Management LLC | Wealth advisor | 1.0M | $149.2M | 3.2% | +1.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 992.6K | $144.8M | 0.0% | -10.4% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | Wealth advisor | 947.5K | $138.1M | 8.9% | -0.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 941.4K | $137.2M | 0.0% | -6.5% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 770.9K | $112.3M | — | -1.5% |
| JPMORGAN CHASE & CO | Bank broker | 787.5K | $112.1M | 0.0% | -1.1% |
| Equitable Holdings, Inc. | Wealth advisor | 406.9K | $104.2M | 0.7% | -0.5% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | Wealth advisor | 713.5K | $104.0M | — | +0.2% |
| STEPHENS INC /AR/ | Diversified mechanical | 683.6K | $99.6M | 1.2% | -18.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 648.9K | $94.6M | 0.0% | -0.5% |
| Pacific Life Fund Advisors LLC | Wealth advisor | 606.8K | $88.4M | — | -14.2% |
| Heritage Wealth Advisors | Wealth advisor | 545.5K | $79.5M | 3.1% | +1.1% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 437.1K | $63.7M | 0.1% | -0.5% |
| Cetera Investment Advisers | Wealth advisor | 431.1K | $62.8M | 0.1% | -0.3% |
| MONEY CONCEPTS CAPITAL CORP | Wealth advisor | 429.7K | $62.6M | 3.5% | -6.0% |
| AE Wealth Management LLC | Wealth advisor | 380.3K | $55.4M | 0.3% | +0.7% |
| Proficio Capital Partners LLC | Wealth advisor | 357.5K | $52.1M | 2.8% | New |
| Lido Advisors, LLC | Wealth advisor | 321.2K | $46.8M | 0.2% | +6.9% |
| AMG National Trust Bank | Wealth advisor | 315.4K | $46.0M | 1.0% | -1.2% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 296.3K | $43.2M | 0.0% | +534.0% |
| Mariner, LLC | Diversified mechanical | 293.1K | $42.6M | 0.0% | -7.6% |
| ANCHOR CAPITAL ADVISORS LLC | Other | 278.4K | $40.6M | 1.2% | -11.6% |
| Chicago Partners Investment Group LLC | Wealth advisor | 255.1K | $39.7M | 0.9% | -3.1% |
| SVB WEALTH LLC | Quant stat arb | 261.2K | $38.1M | 2.5% | -0.5% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 259.1K | $37.8M | 0.1% | +80.9% |
| GLOBALT Investments LLC / GA | Wealth advisor | 252.9K | $36.9M | 1.3% | +7.5% |
| Cedar Mountain Advisors, LLC | Wealth advisor | 251.6K | $36.7M | 7.2% | -1.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 241.8K | $35.2M | 0.0% | +2.1% |
| Focus Partners Wealth | Wealth advisor | 241.1K | $35.1M | 0.0% | +1.9% |
| LPWM LLC | Wealth advisor | 226.7K | $33.0M | 8.3% | -2.1% |
| THOMPSON SIEGEL & WALMSLEY LLC | Other | 221.5K | $32.3M | 0.6% | -6.5% |
| HighTower Advisors, LLC | Diversified mechanical | 218.6K | $31.9M | 0.0% | 0.0% |
| TIAA TRUST, NATIONAL ASSOCIATION | Wealth advisor | 216.6K | $31.6M | 1.9% | -93.6% |
| FIFTH THIRD BANCORP | Diversified mechanical | 203.9K | $29.7M | 0.1% | +71.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.