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

$163.54 -1.18 (-0.72%)

Closing price 09/23/2026 04:10 PM Eastern

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$163.54 +0.00 (+0.00%)

As of 09/23/2026 07:30 PM Eastern

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Current Institutional Ownership Percentage: 80.17%
Number of Institutional Buyers (last 12 months): 480
Total Institutional Inflows (last 12 months): $1.22B

Number of Institutional Sellers (last 12 months): 371
Total Institutional Outflows (last 12 months): $781.93M

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IWS Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/23/2026	QRG Capital Management Inc.	5,549	$913K	0.0%	+27.8%	0.006%
9/23/2026	Envestnet Portfolio Solutions Inc.	2,522,416	$415.19M	1.8%	-9.3%	2.748%
9/23/2026	Envestnet Asset Management Inc.	838,328	$137.99M	0.0%	-10.9%	0.913%
9/18/2026	Security National Bank of Sioux City Iowa IA	168	$28K	0.0%	N/A	0.000%
9/11/2026	Smith Chas P & Associates PA Cpas	1,319	$217K	0.0%	N/A	0.001%
9/9/2026	Sequoia Financial Advisors LLC	9,068	$1.49M	0.0%	+14.5%	0.010%
9/9/2026	LBJ Family Wealth Advisors Ltd.	124,862	$20.59M	10.5%	-0.6%	0.134%
9/9/2026	SVB Wealth LLC	276,422	$45.50M	2.6%	+5.8%	0.297%
9/9/2026	NorthRock Partners LLC	7,250	$1.19M	0.0%	-2.1%	0.008%
9/9/2026	Integrated Wealth Concepts LLC	28,947	$4.77M	0.0%	+20.4%	0.031%
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9/9/2026	Community Bank N.A.	30,065	$4.95M	0.5%	-4.4%	0.032%
9/9/2026	RFG Advisory LLC	1,623	$267K	0.0%	N/A	0.002%
9/9/2026	NewEdge Advisors LLC	83,687	$13.78M	0.0%	-1.6%	0.090%
9/9/2026	Pointe Capital Management LLC	16,865	$2.78M	1.2%	+9.8%	0.018%
9/9/2026	IFP Advisors Inc	17,965	$2.96M	0.1%	+22.6%	0.019%
9/9/2026	Baird Financial Group Inc.	184,290	$30.33M	0.0%	+9.0%	0.198%
9/8/2026	Allworth Financial LP	4,743	$781K	0.0%	-95.9%	0.005%
9/8/2026	Waverly Advisors LLC	107,050	$17.62M	0.1%	-0.9%	0.115%
9/3/2026	Anchor Capital Advisors LLC	236,815	$38.98M	0.7%	-14.9%	0.254%
9/2/2026	MLG Wealth Management DBA Pine Grove Financial Group	1,258	$207K	0.0%	N/A	0.001%
8/27/2026	Corient Private Wealth LP	138,168	$22.74M	0.0%	+4.7%	0.148%
8/23/2026	Tanager Wealth Management LLP	1,278	$210K	0.0%	N/A	0.001%
8/23/2026	Ameritas Advisory Services LLC	9,617	$1.58M	0.0%	-29.3%	0.010%
8/23/2026	Kintra Wealth LLC	6,711	$1.16M	0.1%	+86.5%	0.007%
8/23/2026	Widmann Financial Services Inc.	29,787	$4.90M	2.6%	+7.6%	0.032%
8/23/2026	Operose Advisors LLC	1,306	$215K	0.0%	+180.9%	0.001%
8/23/2026	HB Wealth Management LLC	8,701	$1.43M	0.0%	+1.0%	0.009%
8/23/2026	Nvest Financial LLC	14,458	$2.38M	0.8%	+3.5%	0.016%
8/23/2026	Angeles Wealth Management LLC	1,811	$298K	0.0%	N/A	0.002%
8/22/2026	Compass Financial Management LLC	494	$85K	0.0%	N/A	0.001%
8/22/2026	NBH Bank	1,420	$234K	0.1%	N/A	0.002%
8/22/2026	Maloon Powers Pitre Higgins & Dennehy LLC	4,170	$686K	0.2%	N/A	0.004%
8/22/2026	Montgomery Financial Services LLC	39,630	$6.52M	5.7%	N/A	0.043%
8/22/2026	Invested Advisors	3,033	$499K	0.4%	-3.8%	0.003%
8/22/2026	Elevation Wealth Management LLC	2,083	$343K	0.3%	-10.1%	0.002%
8/22/2026	SMART Wealth LLC	2,752	$453K	0.1%	-8.8%	0.003%
8/22/2026	Concurrent Investment Advisors LLC	27,518	$4.53M	0.0%	+376.6%	0.030%
8/21/2026	Montz Harcus Wealth Management LLC	1,289	$212K	0.1%	N/A	0.001%
8/21/2026	Rodgers & Associates LTD	165,969	$27.32M	2.0%	-2.8%	0.178%
8/21/2026	Continuum Advisory LLC	1,298	$214K	0.0%	N/A	0.001%
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8/21/2026	Atticus Wealth Management LLC	2,415	$397K	0.1%	-6.8%	0.003%
8/21/2026	XML Financial LLC	68,063	$11.20M	0.8%	+0.4%	0.073%
8/21/2026	First Citizens Financial Corp	1,297	$213K	0.1%	N/A	0.001%
8/21/2026	Secure Asset Management LLC	10,719	$1.76M	0.3%	-7.3%	0.012%
8/21/2026	Independence Bank of Kentucky	1,378	$227K	0.0%	-5.8%	0.001%
8/21/2026	Bedel Financial Consulting Inc.	10,294	$1.69M	0.2%	+1.2%	0.011%
8/21/2026	Midwest Professional Planners LTD.	23,809	$3.92M	0.8%	N/A	0.026%
8/20/2026	Rehmann Capital Advisory Group	6,325	$1.04M	0.0%	-47.7%	0.007%
8/20/2026	Orgel Wealth Management LLC	1,923	$317K	0.0%	+14.8%	0.002%
8/15/2026	First Bancorp Inc ME	3,010	$495K	0.2%	N/A	0.003%
8/12/2026	Compass Financial Management LLC	494	$85K	0.0%	N/A	0.001%
8/11/2026	Madison Asset Management LLC	1,234	$203K	0.0%	N/A	0.001%
8/3/2026	Beacon Bank & Trust	12,960	$2.13M	0.2%	-3.5%	0.014%
7/16/2026	Processus Wealth & Capital Management LLC	46,612	$7.67M	2.6%	+1.6%	0.049%
7/10/2026	Abound Wealth Management	240	$40K	0.0%	+135.3%	0.000%
7/10/2026	Processus Wealth & Capital Management LLC	46,612	$7.67M	4.5%	+1.6%	0.049%
7/10/2026	Heck Capital Advisors LLC	17,216	$2.83M	0.2%	-12.7%	0.018%
7/10/2026	Ocean Park Asset Management LLC	4,156	$684K	0.0%	N/A	0.004%
7/10/2026	Diversified Management Inc.	2,875	$473K	0.1%	-48.7%	0.003%
7/10/2026	City Holding Co.	28,459	$4.68M	0.5%	+5.4%	0.030%
7/10/2026	KMG Fiduciary Partners LLC	17,912	$2.95M	0.3%	-64.5%	0.019%
7/10/2026	Wealthcare Advisory Partners LLC	7,393	$1.22M	0.0%	+3.8%	0.008%
7/9/2026	Revolve Wealth Partners LLC	5,836	$961K	0.1%	-1.9%	0.006%
7/9/2026	LWM Advisors Inc.	31,446	$5.18M	3.9%	-3.9%	0.033%
7/9/2026	Friday Financial	6,966	$1.15M	0.3%	+1.7%	0.007%
7/9/2026	Atlas Brown Inc.	20,039	$3.30M	0.9%	-1.0%	0.021%
7/9/2026	Focus Financial Network Inc.	33,437	$5.50M	0.2%	+1.3%	0.035%
7/9/2026	Vertrix Wealth Management LLC	11,268	$1.86M	0.6%	-7.0%	0.012%
7/9/2026	Allied Private Wealth LLC	163	$27K	0.0%	N/A	0.000%
7/9/2026	Whitaker Myers Wealth Managers LTD.	41,232	$6.79M	1.1%	+1.4%	0.044%
7/9/2026	GoalVest Advisory LLC	531	$87K	0.0%	-18.6%	0.001%
7/9/2026	Everhart Financial Group Inc.	1,318	$217K	0.0%	N/A	0.001%
7/9/2026	Sax Wealth Advisors LLC	4,502	$741K	0.0%	+17.1%	0.005%
7/9/2026	Valeo Financial Advisors LLC	5,038	$830K	0.0%	+9.4%	0.005%
7/8/2026	Beacon Bank & Trust	12,960	$2.13M	0.4%	-3.5%	0.014%
7/8/2026	Cooper Financial Group	1,704	$280K	0.0%	-17.2%	0.002%
7/8/2026	Apella Capital LLC	4,000	$663K	0.0%	-4.6%	0.004%
7/8/2026	Evanson Financial LLC	3,700	$609K	0.0%	N/A	0.004%
7/7/2026	First Citizens Financial Corp	1,297	$213K	0.1%	N/A	0.001%
7/7/2026	Balefire LLC	1,785	$294K	0.0%	N/A	0.002%
7/7/2026	GAMMA Investing LLC	1,077	$177K	0.0%	+7.5%	0.001%
7/7/2026	Avior Wealth Management LLC	6,639	$1.09M	0.0%	-3.6%	0.007%
7/7/2026	Harbor Investment Advisory LLC	24,658	$4.06M	0.3%	+5.6%	0.026%
7/7/2026	Canandaigua National Bank & Trust Co.	4,838	$796K	0.1%	N/A	0.005%
7/2/2026	Versant Capital Management Inc	1,505	$248K	0.0%	+8.0%	0.002%
7/2/2026	Cedar Mountain Advisors LLC	252,713	$41.60M	7.2%	+0.4%	0.266%
7/2/2026	CX Institutional	599	$99K	0.0%	-18.7%	0.001%
7/1/2026	Eastern Bank	2,396	$394K	0.0%	+39.4%	0.003%
6/24/2026	Basecamp Wealth Advisors LLC	300	$44K	0.0%	N/A	0.000%
6/10/2026	FAS Wealth Partners Inc.	20,735	$3.02M	0.2%	-0.5%	0.022%
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6/3/2026	CoreFirst Bank & Trust	465	$68K	0.0%	-46.2%	0.000%
6/3/2026	NewEdge Advisors LLC	85,023	$12.39M	0.0%	+10.4%	0.089%
6/1/2026	Keel Point LLC	6,835	$996K	0.1%	+19.8%	0.007%
5/29/2026	Mullaney Keating & Wright Inc.	40,318	$5.88M	3.2%	-1.6%	0.042%
5/26/2026	Glenmede Trust Co. NA	27,676	$4.03M	0.0%	-3.7%	0.029%
5/19/2026	McIlrath & Eck LLC	614	$89K	0.0%	+19.5%	0.001%
5/19/2026	Bank of America Corp DE	3,567,568	$519.94M	0.0%	-15.8%	3.744%
5/19/2026	Arkadios Wealth Advisors	14,613	$2.13M	0.0%	+6.9%	0.015%
5/18/2026	EverSource Wealth Advisors LLC	3,635	$530K	0.0%	-24.2%	0.004%
5/18/2026	Royal Bank of Canada	2,376,742	$346.39M	0.1%	-0.6%	2.494%

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. ($415.19M), 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 780 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. ($3.29M), 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 American Century Companies Inc. ($619.92K).

Institutional investors have bought a total of 8,595,662 shares in the last 24 months. This purchase volume represents approximately $1.22B in transactions.

Of the 371 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: Jones Financial Companies Lllp ($757.18K), Bank of America Corp DE ($753.15K), Envestnet Portfolio Solutions Inc. ($259.89K), Commonwealth Equity Services LLC ($209.11K), BNP Paribas Financial Markets ($201.84K), US Bancorp DE ($194.84K), and M&T Bank Corp ($176.17K).

Institutional investors have sold a total of 5,431,766 shares in the last 24 months. This volume of shares sold represents approximately $781.93M in transactions.

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Institutional ownership data for NYSEARCA:IWS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.

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

IWS Institutional Buying and Selling by Quarter

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

IWS Institutional Ownership - Frequently Asked Questions

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

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

IWS Institutional Buying and Selling by Quarter

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

IWS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWS shares?

What percentage of iShares Russell Mid-Cap Value ETF's stock is owned by institutional investors?

Which institutional investors have been buying iShares Russell Mid-Cap Value ETF's stock?

How much institutional buying is happening at iShares Russell Mid-Cap Value ETF?

Which of iShares Russell Mid-Cap Value ETF's major shareholders have been selling company stock?

How much institutional selling is happening at iShares Russell Mid-Cap Value ETF?

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