Who owns IWS?
iShares Russell Mid-Cap Value ETF · iShares
1,042 institutions reported holding IWS, worth $12.0B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IWS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $1.3B | 8,080,549 | +15,169 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $1.2B | 6,991,663 | −710,571 shares |
| Wells Fargo & Company | San Francisco, CA | $597.3M | 3,628,958 | −304,372 shares |
| Bank of America Corp. | Charlotte, NC | $575.1M | 3,493,811 | −73,757 shares |
| TIAA-CREF Individual & Institutional Services, LLC | Charlotte, NC | $450.0M | 2,733,733 | +60,314 shares |
| Envestnet Portfolio Solutions, Inc. | Berwyn, PA | $415.2M | 2,522,416 | −259,887 shares |
| First Citizens Bank & Trust Co | Raleigh, NC | $396.5M | 2,408,682 | −257,666 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $358.1M | 2,175,825 | −200,917 shares |
| US Bancorp | Minneapolis, MN | $326.7M | 1,985,054 | −49,260 shares |
| FMR LLC | Boston, MA | $315.2M | 1,915,152 | −12,618 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IWS?
1,042 institutional managers reported holding IWS in Form 13F filings for June 30, 2026, worth $12.0B in total. The largest reported position was held by Morgan Stanley, at $1.3B.
Did institutions buy or sell IWS last quarter?
Reported 13F value rose 7.2% from March 31, 2026, which includes price moves as well as buying and selling. 120 firms reported a new position and 39 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IWS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.