IWS institutional holders

iShares Russell Mid-Cap Value ETF · 1,087 reporting institutions · $11.7B reported value

Funds that can replace IWS · IWS return decomposition

Institutional holdings

Institutions reporting IWS, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$1.3B23,1852026-06-30
Jones Financial Companies LLLP$1.2B02026-06-30
Wells Fargo & Company/mn$597.3M02026-06-30
Bank of America Corp /de$575.1M02026-06-30
TIAA-CREF Individual & Institutional Services, LLC$450M1,7212026-06-30
Envestnet Portfolio Solutions, Inc.$415.2M32026-06-30
First Citizens Bank & Trust Co$396.5M02026-06-30
Royal Bank of Canada$358.1M02026-06-30
US Bancorp$326.7M02026-06-30
Fmr LLC$315.2M02026-06-30
Commerce Bank$314.8M02026-06-30
Commonwealth Equity Services, LLC$307.5M2,8632026-06-30
UBS Group AG$277.5M02026-06-30
PNC Financial Services Group, Inc.$201.6M02026-06-30
Lpl Financial LLC$200.9M23,4582026-06-30
Cassaday & Co Wealth Management LLC$171.8M472026-06-30
Ameriprise Financial Inc$168.9M02026-06-30
Zions Bancorporation, National Association /ut$154.9M02026-06-30
Envestnet Pmc$138M602026-06-30
Missionsquare Investments$125.3M02026-06-30
Jpmorgan Chase & Co$125.3M02026-06-30
Stephens Group Asset Management, LLC$116.9M32026-06-30
Stephens Inc /ar$110.2M2432026-06-30
Raymond James Financial Inc$105.5M02026-06-30
Heritage Wealth Advisors$88M152026-06-30
Cetera Investment Advisers$73.9M10,3702026-06-30
Money Concepts Capital Corp$73M3892026-06-30
Truist Financial Corp$71.3M02026-06-30
Ae Wealth Management LLC$60.6M4712026-06-30
Amg National Trust Bank$50.9M02026-06-30
Lido Advisors, LLC$50.8M3202026-06-30
Mariner, LLC$49.1M02026-06-30
Svb Wealth LLC$45.5M802026-06-30
Cedar Mountain Advisors, LLC$41.6M62026-06-30
Chicago Partners Investment Group LLC$41.4M572026-06-30
Globalt Investments LLC / Ga$40.5M122026-06-30
Focus Partners Wealth$39.9M1,0482026-06-30
Anchor Capital Advisors LLC$39M162026-06-30
Northwestern Mutual Wealth Management Co$37.5M02026-06-30
Hightower Advisors, LLC$36.3M1,0462026-06-30
Osaic Holdings, Inc.$35.8M02026-06-30
Logan Park Wealth Management$35.6M32026-06-30
TIAA Trust, National Association$35.2M02026-06-30
Fifth Third Bancorp$33.3M02026-06-30
Keybank National Association/oh$32.3M02026-06-30
Baird Financial Group, Inc.$30.3M02026-06-30
Badgley Phelps Wealth Managers, LLC$29.8M282026-06-30
CIBC Bancorp USA Inc.$29.4M02026-06-30
Goldman Sachs Group Inc$29.2M02026-06-30
Arax Advisory Partners$28.8M2322026-06-30
Wescott Financial Advisory Group, LLC$28.8M232026-06-30
Rockefeller Capital Management LP$28.8M3462026-06-30
Moneta Group Investment Advisors LLC$28.4M2562026-06-30
Kestra Advisory Services, LLC$27.9M1,4792026-06-30
Rodgers & Associates, Ltd$27.3M122026-06-30
Parkway Wealth Management Group, LLC$27.3M182026-06-30
First Citizens Asset Management, Inc.$27.2M732026-06-30
Pinnacle Financial Partners, Inc.$25.1M02026-06-30
M&T Bank Corp$24.8M02026-06-30
Asset Management Group, Inc.$24.8M22026-06-30
Rtd Financial Advisors, Inc.$23.7M202026-06-30
CIBC Private Wealth Group LLC$23.1M02025-12-31
Stifel Financial Corp$23M02026-06-30
Corient Private Wealth LP$22.7M6742026-06-30
Captrust Financial Advisors$21.7M9622026-06-30
Creative Planning$21.5M1,1712026-06-30
Prosperity - An Eisneramper Company$20.3M652026-06-30
Steward Partners Investment Advisory, LLC$20.1M4812026-06-30
Sterling Capital Management LLC$19.6M332026-06-30
HSBC Holdings PLC$19M02026-06-30
Fifth Third Securities, Inc.$18.8M1,0142026-06-30
Evergreen Capital Management LLC$18.5M282026-06-30
Avantax Planning Partners, Inc.$18.3M102026-06-30
Waverly Advisors, LLC$17.6M2312026-06-30
Kingdom Financial Group Llc.$16.1M152026-06-30
Northern Trust Corp$16M02026-06-30
First Horizon Corp$15.6M02026-06-30
Mai Capital Management$15.5M3082026-06-30
Fsa Wealth Management LLC$15.5M02025-09-30
Bishop & Co Investment Management, LLC$15.3M22026-06-30
Occidental Asset Management, LLC$15.2M122026-06-30
Bokf, NA$14.7M02026-06-30
Bank of Montreal /can$14.2M02026-06-30
Johnson Investment Counsel Inc$13.8M652026-06-30
Newedge Advisors$13.8M6012026-06-30
Kestra Private Wealth Services, LLC$13.8M2062026-06-30
Savant Wealth Management$13.5M4052026-06-30
Clearstead; Clearstead Advisory Solutions$13.4M642026-06-30
Comerica Bank$13.3M02025-12-31
Moran Wealth Management, LLC$12.9M352026-06-30
Pathstone Holdings, LLC$12.8M02026-06-30
Lifewealth Investments, LLC$12.7M92026-06-30
Westhill Financial Advisors, Inc.$12.3M62026-06-30
Bartlett & Co. Wealth Management LLC$12.2M322026-06-30
Jmg Financial Group, Ltd.$12.1M482026-06-30
Sentinel Advisory Group, LLC$11.3M72026-06-30
One Capital Management, LLC$11.2M642026-06-30
Xml Financial, LLC$11.2M282026-06-30
MML Investors Services, LLC$11.2M5,1202026-06-30
Twin Focus Capital Partners, LLC$11.1M192026-06-30
Bank of New York Mellon Corp$11M02026-06-30
Synovus Financial Corp$10.5M02025-09-30
Midfirst Bank$10.3M02026-06-30
Cwm, LLC$10.3M6672026-03-31
Corundum Group, Inc.$10.2M62026-06-30
Howard Bailey Securities, LLC$10.1M112026-06-30
Wealth Enhancement Advisory Services, LLC$10M1,0262026-06-30
Conning Inc.$9.8M12026-06-30
Pinnacle Financial Partners Inc$9.3M02025-09-30
Legacy Edge Advisors, LLC$9.2M182026-06-30
Sanctuary Advisors, LLC$9.1M4012026-06-30
Summit Wealth Group LLC / Co$9.1M392026-06-30
Umb Bank, N.A.$9M02026-06-30
Glenmede Trust Co NA$9M62026-06-30
Franklin Resources Inc$8.9M02026-06-30
Inlight Wealth$8.9M52026-06-30
Assetmark, Inc$8.8M2202026-06-30
Powell Investment Advisors, LLC$8.8M22026-06-30
Inspirion Wealth Advisors, LLC$8.7M102026-06-30
Integrated Wealth Concepts LLC$8.1M4802026-06-30
Finemark National Bank & Trust$8M02025-12-31
Cerity Partners LLC$7.8M7772026-06-30
Sowell Financial Services LLC$7.8M1082026-06-30
James J. Burns & Company, LLC$7.8M62026-06-30
Mill Creek Capital Advisors, LLC$7.7M02026-03-31
Mercer Global Advisors Inc /adv$7.7M02026-06-30
Processus Wealth & Capital Management, LLC$7.7M22026-06-30
Ticino Wealth$7.6M32026-06-30
Modera Wealth Management, LLC$7.6M1352026-06-30
&partners$7.5M5552026-06-30
Bleakley Financial Group, LLC$7.3M1242026-06-30
Farther Finance Advisors, LLC$7.2M3342026-06-30
Farmers & Merchants Investments Inc$7.1M02026-06-30
Accredited Investors Inc.$7.1M32026-06-30
Arcadia Wealth Management, LLC$7M112026-06-30
Equitable Holdings, Inc.$7M02026-06-30
Whitaker-Myers Wealth Managers, Ltd.$6.8M162026-06-30
Midwest Trust Co$6.7M02026-06-30
Mullaney, Keating & Wright, Inc.$6.6M32026-06-30
Aldebaran Capital, LLC$6.5M02026-06-30
Montgomery Financial Services LLC$6.5M42026-06-30
New Edge Wealth$6.4M1512026-06-30
Mather Group, Llc.$6.4M1102026-06-30
Key Capital Management, Inc$6.4M112026-06-30
Rea Wealth Management$6.4M112026-06-30
Ep Wealth Advisors, LLC$6.3M3382026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$6.2M02026-06-30
First Merchants Corp$6.2M02026-06-30
Regions Financial Corp$6.1M02026-06-30
Simplicity Wealth, LLC$6M02026-06-30
Quantinno Capital Management LP$5.9M02026-06-30
Kelsey Financial, LLC$5.9M72026-06-30
Global Retirement Partners LLC$5.9M4912026-06-30
Councilor Wealth, LLC$5.8M102026-06-30
McAdam LLC$5.6M1352026-06-30
Focus Financial$5.5M1212026-06-30
Focus Partners Advisor Solutions, LLC$5.4M422026-06-30
Falcon Wealth Planning$5.3M242026-06-30
Ashton Thomas Private Wealth, LLC$5.3M962026-06-30
Larsen Wealth Management$5.2M32026-06-30
Private Advisor Group, LLC$5.1M9272026-06-30
Community Bank, N.A.$4.9M02026-06-30
Advisors Preferred, LLC$4.9M22026-06-30
Vestgen Advisors, LLC$4.9M582026-06-30
Widmann Financial Services, Inc.$4.9M72026-06-30
Auour Investments LLC$4.8M42026-06-30
Orion Porfolio Solutions, LLC$4.8M1992026-06-30
Ark & Tlk Investments, LLC$4.7M92026-06-30
City Holding Co$4.7M02026-06-30
Bridges Investment Management Inc$4.6M312026-06-30
Concurrent Investment Advisors, LLC$4.5M3492026-06-30
Fuller & Thaler Asset Management Inc$4.5M02026-06-30
Earnest Partners LLC$4.5M12026-06-30
J.W. Cole Advisors, Inc.$4.5M4992026-06-30
The Ascent Group, LLC$4.4M202026-06-30
Susquehanna International Group, LLP$4.3M02026-06-30
Connecticut Wealth Management, LLC$4.3M502026-06-30
Xtx Topco Ltd$4.3M02026-06-30
Fidelis Capital Partners, LLC$4.3M142026-06-30
Msh Capital Advisors LLC$4.1M202026-06-30
Harbor Investment Advisory, LLC$4.1M312026-06-30
Alliancebernstein LP$4M5172026-06-30
Hbk Sorce Advisory LLC$4M732026-06-30
Sigma Planning Corp$4M4742026-06-30
Midwest Professional Planners, Ltd.$3.9M172026-06-30
Brady Martz Wealth Solutions, LLC$3.9M82026-06-30
Sage Financial Group Inc$3.9M202026-06-30
Tectonic Advisors LLC$3.8M32026-06-30
Eukles Asset Management$3.8M42026-06-30
Nuance Investments, LLC$3.8M32026-06-30
Amarillo National Bank$3.7M02026-06-30
Equitable Trust Co$3.7M02026-06-30
First Foundation Advisors$3.7M292026-06-30
Brown Advisory Inc$3.7M02026-06-30
Private Wealth Asset Management$3.6M222026-06-30
Vance Wealth$3.6M132026-06-30
Hapanowicz Financial$3.6M62026-06-30
Jane Street Group, LLC$3.6M02026-06-30
Edelman Financial Engines$3.6M7222026-06-30
Condor Capital Management$3.6M172026-06-30
Whitegate Investment Counselors, Inc.$3.5M32026-06-30
Huntington National Bank$3.5M02026-06-30
Advisory Services Network$3.5M2532026-06-30
First Pacific Financial, Inc.$3.4M192026-06-30
Great Valley Advisor Group, LLC$3.4M2052026-06-30
Stock Yards Bank & Trust Co$3.4M02026-06-30
Oppenheimer & Co. Inc.$3.4M1,1662026-06-30
Kennedy Capital Management LLC$3.4M172026-06-30
Fas Wealth Partners, Inc.$3.4M232026-06-30
Atlas Brown, Inc.$3.3M72026-06-30
Millstone Evans Group, LLC$3.3M72026-06-30
Wealthspire Advisors, LLC$3.2M2372026-06-30
Strategic Blueprint, LLC$3.2M552026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$3.1M02026-06-30
Stratos Wealth Partners, Ltd.$3.1M3862026-06-30
Brighton Jones LLC$3.1M1592026-06-30
Capital Squared Financial LLC$3.1M22026-06-30
Aqr Capital Management LLC$3M12026-06-30
Beacon Pointe Advisors, LLC$3M4662026-06-30
Wesbanco Investment Department$3M12026-06-30
Allspring Global Investments Holdings, LLC$3M02026-06-30
Nations Financial Group Inc, /ia/ /adv$3M02026-06-30
Bryn Mawr Trust Advisors, LLC$3M552026-06-30
Ifp Advisors, Inc$3M3182026-06-30
Kmg Fiduciary Partners, LLC$2.9M72026-06-30
Blair William & Co/il$2.9M3292026-06-30
Telos Capital Management, Inc.$2.9M122026-06-30
Hub Investment Partners, LLC$2.9M1182026-06-30
Whittier Trust Co of Nevada Inc$2.9M02026-06-30
Geneos Wealth Management, Inc.$2.9M1932026-06-30
Heck Capital Advisors, LLC$2.8M242026-06-30
Wilmington Savings Fund Society, Fsb$2.8M02026-06-30
Lees Monsour Group$2.8M32026-06-30
Parallel Advisors, LLC$2.8M752026-06-30
Compound Planning, Inc.$2.8M752026-06-30
Whittier Trust Co$2.8M02026-06-30
Pointe Capital Management LLC$2.8M62026-06-30
Ironwood Investment Counsel, LLC$2.7M132026-06-30
Allegheny Financial Group$2.7M312026-06-30
Noble Family Wealth, LLC$2.7M62026-06-30
Ballentine Partners, LLC$2.7M902026-06-30
Citigroup Inc$2.6M02026-06-30
Asset Management Group of Bank of Hawaii$2.6M02026-06-30
Principal Financial Group Inc$2.6M02026-06-30
Matters Capital LLC$2.6M22026-06-30
Citadel Advisors LLC$2.6M02026-06-30
Vanguard National Trust Co$2.6M02026-06-30
Sequent Asset Management, LLC$2.6M22026-06-30
Vanguard Group Inc$2.5M02025-12-31
Rwa Wealth Partners, LLC$2.5M722026-06-30

The 250 largest of 1,087 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30