Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

iShares Russell Mid-Cap Value ETF (IWS) Institutional Ownership

iShares Russell Mid-Cap Value ETF logo
$158.62 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Current
Institutional Ownership
Percentage
80.17%
Number of
Institutional Buyers
(last 12 months)
542
Total
Institutional Inflows
(last 12 months)
$1.51B
Number of
Institutional Sellers
(last 12 months)
419
Total
Institutional Outflows
(last 12 months)
$1.29B
Get IWS Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Russell Mid-Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IWS Institutional Buying and Selling by Quarter

iShares Russell Mid-Cap Value ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 McIlrath & Eck LLC614$89K0.0%+19.5%0.001%
5/19/2026 Bank of America Corp DE3,567,568$519.94M0.0%-15.8%3.744%
5/19/2026 Arkadios Wealth Advisors14,613$2.13M0.0%+6.9%0.015%
5/18/2026 EverSource Wealth Advisors LLC3,635$530K0.0%-24.2%0.004%
5/18/2026 Royal Bank of Canada2,376,742$346.39M0.1%-0.6%2.494%
5/16/2026 Excelsior Advisor Network LLC1,438$210K0.1%N/A0.002%
5/16/2026 Quantinno Capital Management LP33,656$4.91M0.0%+17.2%0.035%
5/15/2026 Gateway Wealth Partners LLC6,470$943K0.0%+111.7%0.007%
5/15/2026 Wealth Watch Advisors INC1,547$225K0.1%+196.9%0.002%
5/15/2026 Bradley Foster & Sargent Inc. CT9,891$1.44M0.0%+6.6%0.010%
5/15/2026 Matrix Private Capital Group LLC946$138K0.1%N/A0.001%
5/15/2026 Waverly Advisors LLC108,057$15.75M0.1%+0.4%0.113%
5/15/2026 Asset Management Group Inc.151,776$22.12M3.6%-0.3%0.159%
5/15/2026 Van Den Berg Management I Inc.368$54K0.0%-59.7%0.000%
5/15/2026 Vivaldi Capital Management LP1,405$205K0.0%N/A0.001%
5/14/2026 Sentinel Advisory Group LLC65,328$9.52M4.6%N/A0.069%
5/14/2026 Compound Planning Inc.17,081$2.49M0.1%+739.4%0.018%
5/14/2026 Sei Investments Co.5,286$770K0.0%N/A0.006%
5/14/2026 MWA Asset Management11,281$1.64M0.9%+2.3%0.012%
5/14/2026 Davis R M Inc.5,132$748K0.0%-5.1%0.005%
5/14/2026 Lido Advisors LLC321,226$46.82M0.1%+6.9%0.337%
5/13/2026 Cetera Investment Advisers431,101$62.83M0.1%-0.3%0.452%
5/13/2026 NewEdge Wealth LLC39,092$5.70M0.1%-4.6%0.041%
5/13/2026 First Citizens Bank & Trust Co.2,666,348$388.59M6.8%-2.4%2.798%
5/8/2026 Pacific Sun Financial Corp10,877$1.59M0.8%-2.4%0.011%
5/8/2026 PNC Financial Services Group Inc.1,251,682$182.42M0.1%-2.4%1.313%
5/8/2026 Cassaday & Co Wealth Management LLC1,023,739$149.20M3.2%+1.9%1.074%
5/8/2026 JMG Financial Group Ltd.74,147$10.81M0.3%-0.6%0.078%
5/8/2026 MWA Asset Management11,282$1.64M0.9%+2.3%0.012%
5/8/2026 Johnson Financial Group Inc.7,411$1.08M0.0%+16.2%0.008%
5/7/2026 Legacy Wealth Managment LLC ID591$86K0.0%+29.3%0.001%
5/7/2026 Earned Wealth Advisors LLC1,500$219K0.0%-6.5%0.002%
5/7/2026 Ironwood Investment Counsel LLC16,878$2.46M0.4%-11.1%0.018%
5/7/2026 Koss Olinger Consulting LLC5,932$865K0.1%-25.5%0.006%
5/7/2026 Next Capital Management LLC3,712$541K0.2%+65.3%0.004%
5/6/2026 Bartlett & CO. Wealth Management LLC74,663$11.64M0.2%-7.1%0.078%
5/6/2026 FSA Advisors Inc.1,922$280K0.2%N/A0.002%
5/6/2026 Modera Wealth Management LLC47,588$6.94M0.1%-0.7%0.050%
5/6/2026 Assetmark Inc.39,569$5.77M0.0%-10.3%0.042%
5/6/2026 Allspring Global Investments Holdings LLC19,570$2.87M0.0%-56.5%0.021%
Before you buy SpaceX shares, consider this alternative approach (Ad)

SpaceX has confidentially filed for an IPO with the SEC, targeting a June 2026 listing at a valuation exceeding $1.75 trillion - potentially the largest IPO in history. But one expert says buying shares directly may not be the smartest move. There is a lesser-known way to tap into this windfall that most investors haven't considered.tc pixel

Discover the overlooked SpaceX IPO strategy before the June listing
5/6/2026 Prosperity Consulting Group LLC113,106$16.48M0.7%+1.7%0.119%
5/5/2026 Wealthfront Advisers LLC13,145$1.92M0.0%+9.8%0.014%
5/5/2026 D.A. Davidson & CO.12,482$1.82M0.0%-30.1%0.013%
5/5/2026 Bank of New York Mellon Corp76,849$11.20M0.0%+16.0%0.081%
5/5/2026 Geneos Wealth Management Inc.17,604$2.57M0.1%-0.5%0.018%
5/5/2026 Luts & Greenleigh Group Inc.9,312$1.36M1.1%+5.0%0.010%
5/5/2026 Advisors Preferred LLC38,288$5.58M0.8%N/A0.040%
5/5/2026 Sanctuary Advisors LLC54,863$8.00M0.0%-0.5%0.058%
5/5/2026 Sigma Planning Corp24,262$3.54M0.1%+1.0%0.025%
5/5/2026 Nwam LLC2,594$378K0.0%-10.4%0.003%
5/5/2026 Avantax Planning Partners Inc.114,135$16.63M0.5%+6.3%0.120%
5/4/2026 Calamos Advisors LLC1,726$252K0.0%N/A0.002%
5/4/2026 AMG National Trust Bank315,369$45.96M1.0%-1.2%0.331%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,581$376K0.0%-4.3%0.003%
5/4/2026 Bryn Mawr Trust Advisors LLC13,693$2.00M0.1%+141.4%0.014%
5/4/2026 Bleakley Financial Group LLC44,591$6.50M0.1%-0.3%0.047%
5/4/2026 Principal Financial Group Inc.26,225$3.82M0.0%+34.3%0.028%
5/4/2026 Bedel Financial Consulting Inc.10,170$1.48M0.2%-1.4%0.011%
5/4/2026 Chicago Partners Investment Group LLC255,119$39.70M0.8%-3.1%0.268%
5/2/2026 Pacific Life Fund Advisors LLC606,826$88.44M10.2%-14.2%0.637%
5/2/2026 International Assets Investment Management LLC1,304$191K0.0%-22.2%0.001%
5/2/2026 Diversify Wealth Management LLC1,980$305K0.0%N/A0.002%
5/1/2026 Capital Squared Financial LLC18,731$2.73M2.1%-5.6%0.020%
5/1/2026 Midwest Trust Co37,945$5.53M0.1%+5.6%0.040%
5/1/2026 Fifth Third Bancorp203,918$29.72M0.1%+71.3%0.214%
5/1/2026 American Trust4,638$676K0.1%-4.5%0.005%
5/1/2026 Signature Resources Capital Management LLC171$25K0.0%+116.5%0.000%
5/1/2026 WealthShield Partners LLC1,731$252K0.0%-56.3%0.002%
5/1/2026 Simplicity Wealth LLC38,633$5.63M0.3%+6.0%0.041%
5/1/2026 Conning Inc.59,718$8.70M0.3%+24.3%0.063%
5/1/2026 Sequoia Financial Advisors LLC7,922$1.16M0.0%+2.1%0.008%
5/1/2026 Independence Bank of Kentucky1,463$213K0.0%-4.9%0.002%
5/1/2026 Paladin Advisory Group LLC1,152$168K0.1%+8.0%0.001%
5/1/2026 Cedar Mountain Advisors LLC251,582$36.67M7.2%-1.0%0.264%
4/30/2026 Equitable Trust Co.22,105$3.22M0.1%-5.1%0.023%
4/30/2026 Hsbc Holdings PLC112,144$16.34M0.0%+3.9%0.118%
4/30/2026 Accredited Investors Inc.46,804$6.82M0.4%-5.8%0.049%
4/30/2026 Sonata Capital Group Inc.9,051$1.32M0.5%-2.4%0.010%
4/30/2026 Millstone Evans Group LLC22,353$3.26M2.0%-1.9%0.023%
4/30/2026 First Horizon Corp92,925$13.54M0.6%+6.7%0.098%
4/30/2026 Mosaic Family Wealth Partners LLC7,897$1.15M0.1%+6.6%0.008%
4/30/2026 Ibex Wealth Advisors1,698$247K0.0%N/A0.002%
4/30/2026 Kestra Advisory Services LLC171,130$24.94M0.1%+7.8%0.180%
4/30/2026 Money Concepts Capital Corp429,682$62.62M3.5%-6.0%0.451%
4/30/2026 Cahaba Wealth Management Inc.3,768$549K0.0%-2.1%0.004%
4/29/2026 American Wealth Advisors LLC2,976$434K0.5%-3.2%0.003%
4/29/2026 Saxon Interests Inc.6,324$922K0.3%-17.1%0.007%
4/29/2026 Renasant Bank6,197$903K0.6%-28.8%0.007%
4/29/2026 Clearwave Capital LLC9,718$1.42M1.0%+2.0%0.010%
4/29/2026 Horst & Graben Wealth Management LLC13,534$2.11M0.3%-0.9%0.014%
SpaceX eyes a 1.75 trillion valuation - here's what to know (Ad)

Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history. CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500.tc pixel

See how to get positioned in SpaceX before the announcement goes public
4/29/2026 Hapanowicz & Associates Financial Services Inc22,050$3.21M1.3%-9.5%0.023%
4/29/2026 Beacon Bank & Trust13,427$1.96M0.4%-5.8%0.014%
4/28/2026 Nvest Financial LLC13,972$2.04M0.8%+12.2%0.015%
4/28/2026 FLP Wealth Management LLC3,898$568K0.9%+6.6%0.004%
4/28/2026 Whittier Trust Co. of Nevada Inc.17,580$2.60M0.1%-0.6%0.018%
4/28/2026 Whittier Trust Co.17,617$2.61M0.0%-7.2%0.019%
4/28/2026 Bogart Wealth LLC498$73K0.0%+108.4%0.001%
4/28/2026 Carlton Hofferkamp & Jenks Wealth Management LLC8,123$1.27M0.4%+3.1%0.009%
4/28/2026 Ascentis Independent Advisors2,363$344K0.0%N/A0.002%
4/28/2026 Stephens Inc. AR683,625$99.65M1.2%-18.7%0.718%


IWS Institutional Ownership - Frequently Asked Questions

During the previous two years, 949 institutional investors and hedge funds held shares of iShares Russell Mid-Cap Value ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($1.40B), Morgan Stanley ($1.14B), Wells Fargo & Company MN ($552.55M), Bank of America Corp DE ($519.94M), TIAA Trust National Association ($475.55M), Envestnet Portfolio Solutions Inc. ($402.91M), and First Citizens Bank & Trust Co. ($388.59M).Learn more on iShares Russell Mid-Cap Value ETF's institutional investors.

80.17% of iShares Russell Mid-Cap Value ETF's stock is owned by institutional investors. Learn more on IWS's institutional investor holdings.

Of the 793 institutional investors that purchased iShares Russell Mid-Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northwestern Mutual Wealth Management Co. ($3.30M), Accredited Investors Inc. ($2.22M), Jones Financial Companies Lllp ($1.96M), Zions Bancorporation National Association UT ($1.20M), Raymond James Financial Inc. ($798.90K), Pacific Life Fund Advisors LLC ($716.90K), and Anchor Capital Advisors LLC ($671.94K).

Institutional investors have bought a total of 10,898,057 shares in the last 24 months. This purchase volume represents approximately $1.51B in transactions.

Of the 419 institutional investors that sold iShares Russell Mid-Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: US Bancorp DE ($2.27M), Envestnet Portfolio Solutions Inc. ($1.17M), Jones Financial Companies Lllp ($757.18K), Bank of America Corp DE ($753.15K), Commonwealth Equity Services LLC ($272.03K), Zions Bancorporation National Association UT ($256.11K), and Corient Private Wealth LLC ($219.65K).

Institutional investors have sold a total of 9,412,817 shares in the last 24 months. This volume of shares sold represents approximately $1.29B in transactions.


Related Companies

This page (NYSEARCA:IWS) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel