ETF Holders

Who owns IWS?

Small or mid cap

iShares Russell Mid-Cap Value ETF · iShares

1,042 institutions reported holding IWS, worth $12.0B, in Form 13F filings for June 30, 2026.

13F holders
1,042
Institutional value
$12.0B
Change from prior quarter
+7.2%
+$803.3M, with price moves
New and sold-out firms
120 / 39
288 added, 349 trimmed

Top 10 institutional holders of IWS

FirmLocationValueSharesChange
Morgan StanleyNew York, NY$1.3B8,080,549+15,169 shares
Jones Financial Companies LLLPDes Peres, MO$1.2B6,991,663−710,571 shares
Wells Fargo & CompanySan Francisco, CA$597.3M3,628,958−304,372 shares
Bank of America Corp.Charlotte, NC$575.1M3,493,811−73,757 shares
TIAA-CREF Individual & Institutional Services, LLCCharlotte, NC$450.0M2,733,733+60,314 shares
Envestnet Portfolio Solutions, Inc.Berwyn, PA$415.2M2,522,416−259,887 shares
First Citizens Bank & Trust CoRaleigh, NC$396.5M2,408,682−257,666 shares
Royal Bank of CanadaToronto, Ontario, Canada$358.1M2,175,825−200,917 shares
US BancorpMinneapolis, MN$326.7M1,985,054−49,260 shares
FMR LLCBoston, MA$315.2M1,915,152−12,618 shares
1,032 more firms

The full list comes with the Advisors and Institutions package.

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From 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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Compare what they hold: IWS vs VOT, IWS vs IWO, IWS vs SPSM, IWS vs DFAS.

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.