IWS ISHARES TR
RUS MDCP VAL ETF
CUSIP: 464287473
FIGI: BBG000JWZ6F0
Institutional Holders983
Total Institutional Value$11,100,790,832
Total Shares Held83,942,092
Avg Position$11,292,768
Top 5 Holders %37.2%
Alpha-Weighted Score67.9
New Positions+63
Exited Positions-57
Top 15 Institutional Holders by Value
■ New ■ Increased ■ Decreased ■ Unchanged
Institutional Holders — Q4 25
| Manager | Alpha | Flow | Value | Shares | Change |
|---|---|---|---|---|---|
| JONES FINANCIAL COS LP | Elite Conviction | Market Mover | $1,369,362,007 (12.3%) | 9,708,345 | - |
| MORGAN STANLEY | Moderate Conviction | Market Mover | $1,138,485,893 (10.3%) | 8,071,505 | - |
| BANK OF AMERICA CORP /DE/ | Moderate Conviction | Market Mover | $597,498,043 (5.4%) | 4,236,073 | -41.8% |
| WELLS FARGO & COMPANY/MN | Moderate Conviction | Market Mover | $552,549,372 (5.0%) | 3,917,401 | 5.5% |
| TIAA TRUST, NATIONAL ASSOCIATION | High Conviction | Moderate Flow | $475,550,067 (4.3%) | 3,371,310 | - |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | High Conviction | Moderate Flow | $402,914,093 (3.6%) | 2,856,534 | 2.2% |
| FIRST CITIZENS BANK & TRUST CO | High Conviction | Low Flow | $385,401,493 (3.5%) | 2,732,375 | 2.2% |
| ROYAL BANK OF CANADA | High Conviction | Market Mover | $337,201,000 (3.0%) | 2,390,656 | -69.4% |
| US BANCORP \DE\ | High Conviction | Significant Flow | $294,782,667 (2.7%) | 2,089,915 | -3.6% |
| COMMONWEALTH EQUITY SERVICES, LLP | Moderate Conviction | Market Mover | $280,040,069 (2.5%) | 1,985,396 | 96,611.6% |
| COMMERCE BANK | High Conviction | Significant Flow | $279,951,102 (2.5%) | 1,984,765 | - |
| FMR LLC | High Conviction | Market Mover | $272,862,345 (2.5%) | 1,934,508 | - |
| UBS Group AG | Moderate Conviction | Market Mover | $231,313,819 (2.1%) | 1,639,942 | - |
| PNC FINANCIAL SERVICES GROUP, INC. | High Conviction | Market Mover | $180,830,659 (1.6%) | 1,282,032 | - |
| LPL FINANCIAL LLC | High Conviction | Market Mover | $170,745,995 (1.5%) | 1,210,535 | - |
| AMERIPRISE FINANCIAL INC | Moderate Conviction | Market Mover | $156,423,199 (1.4%) | 1,108,454 | - |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Moderate Conviction | Significant Flow | $155,747,861 (1.4%) | 3,565,153 | 294.3% |
| ENVESTNET ASSET MANAGEMENT INC | High Conviction | Significant Flow | $142,005,700 (1.3%) | 1,006,776 | 18.6% |
| CASSADAY & CO WEALTH MANAGEMENT LLC | High Conviction | Low Flow | $141,773,346 (1.3%) | 1,005,128 | 2.3% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | High Conviction | Moderate Flow | $133,796,081 (1.2%) | 948,572 | - |
| STEPHENS INC /AR/ | High Conviction | Moderate Flow | $118,594,153 (1.1%) | 840,698 | - |
| JPMORGAN CHASE & CO | High Conviction | Market Mover | $112,370,234 (1.0%) | 796,669 | -45.1% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | High Conviction | Low Flow | $110,337,491 (1.0%) | 782,258 | 4.9% |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | Elite Conviction | Minimal Flow | $100,471,613 (0.9%) | 712,312 | - |
| PACIFIC LIFE FUND ADVISORS LLC | Elite Conviction | Minimal Flow | $99,704,437 (0.9%) | 706,873 | 15.1% |
| RAYMOND JAMES FINANCIAL INC | Moderate Conviction | Market Mover | $91,969,530 (0.8%) | 652,035 | 13.4% |
| HERITAGE WEALTH ADVISORS | High Conviction | Low Flow | $76,122,091 (0.7%) | 539,682 | 3.9% |
| MONEY CONCEPTS CAPITAL CORP | High Conviction | Low Flow | $64,476,662 (0.6%) | 457,119 | 5.6% |
| TRUIST FINANCIAL CORP | High Conviction | Significant Flow | $61,994,582 (0.6%) | 439,522 | 3.2% |
| CETERA INVESTMENT ADVISERS | High Conviction | Significant Flow | $60,966,951 (0.5%) | 432,237 | 8.5% |
| Equitable Holdings, Inc. | High Conviction | Moderate Flow | $57,676,756 (0.5%) | 408,910 | - |
| AE WEALTH MANAGEMENT LLC | Moderate Conviction | Significant Flow | $53,243,688 (0.5%) | 377,481 | 3.9% |
| AMG NATIONAL TRUST BANK | High Conviction | Low Flow | $45,045,755 (0.4%) | 319,361 | -2.5% |
| MARINER, LLC | High Conviction | Market Mover | $44,726,525 (0.4%) | 317,068 | 8.3% |
| ANCHOR CAPITAL ADVISORS LLC | High Conviction | Low Flow | $44,401,094 (0.4%) | 314,790 | 48.4% |
| LIDO ADVISORS, LLC | High Conviction | Significant Flow | $42,330,290 (0.4%) | 300,540 | -9.4% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | High Conviction | Low Flow | $38,966,752 (0.4%) | 263,342 | 5.3% |
| SVB WEALTH LLC | High Conviction | Moderate Flow | $37,043,443 (0.3%) | 262,626 | -8.8% |
| CEDAR MOUNTAIN ADVISORS, LLC | High Conviction | Low Flow | $35,831,644 (0.3%) | 254,035 | - |
| COLONY GROUP, LLC | High Conviction | Significant Flow | $33,359,616 (0.3%) | 236,511 | 19.3% |
| GLOBALT INVESTMENTS LLC / GA | High Conviction | Low Flow | $33,172,397 (0.3%) | 235,182 | - |
| LPWM LLC | High Conviction | Minimal Flow | $32,661,698 (0.3%) | 231,561 | 3.8% |
| HIGHTOWER ADVISORS, LLC | High Conviction | Significant Flow | $30,825,768 (0.3%) | 218,545 | 2.3% |
| FULLER & THALER ASSET MANAGEMENT, INC. | High Conviction | Moderate Flow | $29,618,158 (0.3%) | 209,984 | 1,250.6% |
| EARNEST PARTNERS LLC | High Conviction | Moderate Flow | $29,178,449 (0.3%) | 206,866 | 179.6% |
| WESCOTT FINANCIAL ADVISORY GROUP, LLC | High Conviction | Low Flow | $28,991,274 (0.3%) | 205,539 | - |
| KEYBANK NATIONAL ASSOCIATION/OH | High Conviction | Significant Flow | $28,162,189 (0.3%) | 199,661 | - |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | High Conviction | Market Mover | $27,974,165 (0.3%) | 198,107 | 26.6% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Elite Conviction | Moderate Flow | $25,141,318 (0.2%) | 178,244 | - |
| RODGERS & ASSOCIATES, LTD | High Conviction | Minimal Flow | $24,596,587 (0.2%) | 174,382 | 2.5% |
| BADGLEY PHELPS WEALTH MANAGERS, LLC | High Conviction | Moderate Flow | $24,251,968 (0.2%) | 171,939 | 3.4% |
| BAIRD FINANCIAL GROUP, INC. | High Conviction | Significant Flow | $23,654,508 (0.2%) | 167,703 | 62.4% |
| CIBC PRIVATE WEALTH GROUP, LLC | High Conviction | Significant Flow | $23,098,348 (0.2%) | 163,760 | 23.3% |
| M&T BANK CORP | High Conviction | Significant Flow | $22,944,242 (0.2%) | 161,883 | - |
| OSAIC HOLDINGS, INC. | Moderate Conviction | Market Mover | $22,771,348 (0.2%) | 161,367 | -64.1% |
| KESTRA ADVISORY SERVICES, LLC | High Conviction | Significant Flow | $22,387,437 (0.2%) | 158,720 | 10.3% |
| FIRST CITIZENS ASSET MANAGEMENT, INC. | Elite Conviction | Minimal Flow | $21,955,347 (0.2%) | 155,656 | - |
| ASSET MANAGEMENT GROUP, INC. | High Conviction | Minimal Flow | $21,468,881 (0.2%) | 152,208 | - |
| RTD FINANCIAL ADVISORS, INC. | High Conviction | Low Flow | $20,380,863 (0.2%) | 144,494 | - |
| FIRST CITIZENS INVESTOR SERVICES, INC. | Elite Conviction | Minimal Flow | $19,958,079 (0.2%) | 141,496 | - |
| STIFEL FINANCIAL CORP | High Conviction | Market Mover | $19,756,232 (0.2%) | 140,048 | 4.9% |
| BISHOP & CO INVESTMENT MANAGEMENT, LLC | High Conviction | Minimal Flow | $19,717,777 (0.2%) | 139,793 | - |
| CREATIVE PLANNING | High Conviction | Significant Flow | $19,619,190 (0.2%) | 139,093 | 14.0% |
| SRS CAPITAL ADVISORS, INC. | Moderate Conviction | Moderate Flow | $19,301,557 (0.2%) | 147,771 | NEW |
| CORIENT PRIVATE WEALTH LLC | High Conviction | Market Mover | $18,051,290 (0.2%) | 201,222 | -43.7% |
| CAPTRUST FINANCIAL ADVISORS | High Conviction | Significant Flow | $17,668,265 (0.2%) | 125,262 | -17.5% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | High Conviction | Significant Flow | $17,116,247 (0.2%) | 121,349 | - |
| NORTHERN TRUST CORP | High Conviction | Market Mover | $17,101,044 (0.2%) | 121,241 | 3.1% |
| FIFTH THIRD BANCORP | High Conviction | Significant Flow | $16,786,643 (0.2%) | 119,012 | - |
| GOLDMAN SACHS GROUP INC | High Conviction | Market Mover | $16,509,197 (0.1%) | 117,045 | -5.2% |
| FIFTH THIRD THE OHIO CO /BD | High Conviction | Low Flow | $16,469,892 (0.1%) | 116,766 | 2.7% |
| STERLING CAPITAL MANAGEMENT LLC | High Conviction | Significant Flow | $16,147,686 (0.1%) | 114,482 | -8.2% |
| PROSPERITY CONSULTING GROUP, LLC | High Conviction | Low Flow | $15,679,286 (0.1%) | 111,161 | 11.5% |
| WAVERLY ADVISORS, LLC | High Conviction | Significant Flow | $15,176,555 (0.1%) | 107,597 | 2.6% |
| HONKAMP KRUEGER FINANCIAL SERVICES, INC. | High Conviction | Low Flow | $15,151,511 (0.1%) | 107,419 | -2.9% |
| EVERGREEN CAPITAL MANAGEMENT LLC | High Conviction | Moderate Flow | $14,243,933 (0.1%) | 100,985 | 4.1% |
| KINGDOM FINANCIAL GROUP LLC. | High Conviction | Low Flow | $13,413,283 (0.1%) | 95,096 | 150.1% |
| COMERICA BANK | High Conviction | Significant Flow | $13,277,625 (0.1%) | 94,134 | -3.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | High Conviction | Significant Flow | $13,145,678 (0.1%) | 89,891 | 7.2% |
| MCCORMACK ADVISORS INTERNATIONAL | High Conviction | Significant Flow | $12,999,105 (0.1%) | 92,160 | 13.2% |
| OCCIDENTAL ASSET MANAGEMENT, LLC | High Conviction | Low Flow | $12,876,080 (0.1%) | 91,287 | - |
| BOKF, NA | High Conviction | Moderate Flow | $12,757,831 (0.1%) | 90,449 | - |
| BANK OF MONTREAL /CAN/ | High Conviction | Market Mover | $12,737,830 (0.1%) | 90,307 | 7.6% |
| ONE CAPITAL MANAGEMENT, LLC | High Conviction | Low Flow | $12,671,054 (0.1%) | 89,833 | -64.8% |
| FIRST HORIZON CORP | High Conviction | Moderate Flow | $12,288,276 (0.1%) | 87,120 | 10.3% |
| JOHNSON INVESTMENT COUNSEL INC | High Conviction | Moderate Flow | $12,255,129 (0.1%) | 86,885 | - |
| HARTLAND & CO., LLC | High Conviction | Moderate Flow | $11,901,510 (0.1%) | 84,378 | - |
| SAVANT CAPITAL, LLC | High Conviction | Moderate Flow | $11,456,629 (0.1%) | 81,224 | 4.9% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | High Conviction | Moderate Flow | $11,340,138 (0.1%) | 80,398 | - |
| KESTRA PRIVATE WEALTH SERVICES, LLC | High Conviction | Moderate Flow | $11,219,098 (0.1%) | 79,540 | - |
| WILEY BROS.-AINTREE CAPITAL, LLC | High Conviction | Significant Flow | $11,204,246 (0.1%) | 79,157 | 73.5% |
| NEWEDGE ADVISORS, LLC | High Conviction | Significant Flow | $10,864,854 (0.1%) | 77,028 | 27.7% |
| MML INVESTORS SERVICES, LLC | High Conviction | Significant Flow | $10,739,849 (0.1%) | 76,142 | 8.1% |
| WESTHILL FINANCIAL ADVISORS, INC. | Elite Conviction | Minimal Flow | $10,551,225 (0.1%) | 74,805 | - |
| JMG FINANCIAL GROUP, LTD. | High Conviction | Low Flow | $10,526,820 (0.1%) | 74,632 | - |
| TWIN FOCUS CAPITAL PARTNERS, LLC | High Conviction | Low Flow | $9,642,557 (0.1%) | 68,362 | - |
| CORUNDUM GROUP, INC. | High Conviction | Minimal Flow | $9,575,461 (0.1%) | 67,887 | 31.6% |
| XML FINANCIAL, LLC | High Conviction | Low Flow | $9,543,587 (0.1%) | 67,661 | 2.7% |
| LifeWealth Investments, LLC | High Conviction | Minimal Flow | $9,387,798 (0.1%) | 66,557 | 9.8% |
| Bank of New York Mellon Corp | High Conviction | Market Mover | $9,340,972 (0.1%) | 66,224 | 5.9% |
Implied Institutional Price History
Estimated from 13F aggregate market value ÷ shares reported across all institutional filers. Reflects quarter-end snapshot, not actual trade prices.
| Quarter | Filers | Institutional Value | Shares Held | Est. Avg Price |
|---|---|---|---|---|
| Q4 25 | 965 | $11.10B | 83,961,494 | $132.25 |
| Q3 25 | 922 | $11.92B | 90,356,397 | $131.96 |
| Q2 25 | 906 | $9.97B | 80,133,675 | $124.45 |
| Q1 25 | 915 | $11.24B | 94,624,259 | $118.84 |
| Q4 24 | 945 | $11.51B | 94,550,312 | $121.72 |
| Q3 24 | 879 | $12.43B | 100,336,462 | $123.92 |
| Q2 24 | 855 | $11.88B | 104,102,215 | $114.17 |
| Q1 24 | 858 | $13.31B | 110,884,290 | $120.01 |
Source: SEC 13F-HR filings. Implied price = aggregate market value ÷ shares reported. Not investment advice.