IWS
iShares Russell Mid-Cap Value ETF$145.53-1.93 (-1.31%)Financial ServicesNYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$1.3660001136000472e+271T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 9,684,846 | $1.4B | 0.83% | Share |
| 2 | MORGAN STANLEY | 8,056,240 | $1.1B | 0.07% | Share |
| 3 | TIAA TRUST, NATIONAL ASSOCIATION | 3,351,138 | $472.0M | 1.13% | Share |
| 4 | Envestnet Portfolio Solutions, Inc. | 2,856,534 | $402.0M | 1.41% | Share |
| 5 | FIRST CITIZENS BANK & TRUST CO | 2,721,775 | $383.0M | 8.00% | Share |
| 6 | BANK OF AMERICA CORP /DE/ | 2,224,099 | $313.0M | 0.02% | Share |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 1,985,396 | $280.0M | 0.37% | Share |
| 8 | FMR LLC | 1,934,508 | $272.0M | 0.01% | Share |
| 9 | US BANCORP \DE\ | 1,879,313 | $265.1M | 0.31% | Share |
| 10 | WELLS FARGO & COMPANY/MN | 1,828,768 | $257.0M | 0.05% | Share |
| 11 | ROYAL BANK OF CANADA | 1,766,448 | $249.0M | 0.04% | Share |
| 12 | UBS Group AG | 1,638,085 | $231.1M | 0.04% | Share |
| 13 | COMMERCE BANK | 1,619,847 | $228.0M | 1.26% | Share |
| 14 | Align Financial, LLC | 224,128 | $224.1M | 0.13% | Share |
| 15 | Betterment LLC | 1,550,556 | $218.7M | 0.42% | Share |
| 16 | Anchor Investment Management, LLC | 1,348 | $190.1M | 0.02% | Share |
| 17 | LPL Financial LLC | 1,210,535 | $170.0M | 0.05% | Share |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,565,153 | $155.7M | 0.10% | Share |
| 19 | AMERIPRISE FINANCIAL INC | 1,093,968 | $154.0M | 0.03% | Share |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 1,006,776 | $142.0M | 0.04% | Share |
| 21 | Cassaday & Co Wealth Management LLC | 1,005,128 | $141.8M | 2.99% | Share |
| 22 | BANK OF AMERICA CORP /DE/ | 1,000,584 | $141.0M | 0.01% | Share |
| 23 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 948,572 | $133.0M | 6.15% | Share |
| 24 | WELLS FARGO & COMPANY/MN | 900,402 | $127.0M | 0.02% | Share |
| 25 | WELLS FARGO & COMPANY/MN | 881,530 | $124.0M | 0.02% | Share |
| 26 | STEPHENS INC /AR/ | 840,698 | $118.6M | 1.48% | Share |
| 27 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 782,258 | $110.3M | 0.89% | Share |
| 28 | PNC FINANCIAL SERVICES GROUP, INC. | 725,906 | $102.0M | 0.06% | Share |
| 29 | STEPHENS GROUP ASSET MANAGEMENT, LLC | 712,312 | $100.5M | 6.71% | Share |
| 30 | Pacific Life Fund Advisors LLC | 706,873 | $99.7M | 10.27% | Share |
| 31 | BANK OF AMERICA CORP /DE/ | 650,283 | $91.0M | 0.01% | Share |
| 32 | Heritage Wealth Advisors | 539,682 | $76.1M | 2.91% | Share |
| 33 | MONEY CONCEPTS CAPITAL CORP | 457,119 | $64.5M | 3.62% | Share |
| 34 | ROYAL BANK OF CANADA | 436,571 | $61.0M | 0.01% | Share |
| 35 | Cetera Investment Advisers | 432,237 | $60.0M | 0.07% | Share |
| 36 | RAYMOND JAMES FINANCIAL INC | 383,767 | $54.0M | 0.02% | Share |
| 37 | AE Wealth Management LLC | 373,122 | $52.6M | 0.30% | Share |
| 38 | Equitable Holdings, Inc. | 375,175 | $52.0M | 0.36% | Share |
| 39 | COMMERCE BANK | 356,918 | $50.0M | 0.28% | Share |
| 40 | JPMORGAN CHASE & CO | 349,186 | $49.0M | 0.00% | Share |
| 41 | ANCHOR CAPITAL ADVISORS LLC | 314,790 | $44.4M | 1.29% | Share |
| 42 | AMG National Trust Bank | 305,685 | $43.1M | 1.01% | Share |
| 43 | BANK OF AMERICA CORP /DE/ | 309,244 | $43.0M | 0.00% | Share |
| 44 | Lido Advisors, LLC | 300,540 | $42.0M | 0.13% | Share |
| 45 | WELLS FARGO & COMPANY/MN | 297,312 | $41.0M | 0.01% | Share |
| 46 | Mariner, LLC | 283,263 | $39.0M | 0.05% | Share |
| 47 | Chicago Partners Investment Group LLC | 263,342 | $39.0M | 0.96% | Share |
| 48 | SVB WEALTH LLC | 262,626 | $37.0M | 2.18% | Share |
| 49 | Cedar Mountain Advisors, LLC | 254,035 | $35.8M | 6.91% | Share |
| 50 | TRUIST FINANCIAL CORP | 250,921 | $35.4M | 0.05% | Share |