Institutional Ownership
Ishares Tr
CUSIP 464287473RUS MDCP VAL ETFIWSQ1 2026
13D / 13G Filings
2
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
5.3%
Max % of class reported
Institutional Holders
979
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
2 filings · latest Jul 15, 2025
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 8.07M | $1.18B |
| 2 | Jones Financial Companies Lllp | 7.70M | $1.10B |
| 3 | Wells Fargo & Company/Mn | 3.93M | $573.24M |
| 4 | Bank Of America Corp /De/ | 3.57M | $519.94M |
| 5 | Envestnet Portfolio Solutions, Inc. | 2.78M | $405.49M |
| 6 | Tiaa-Cref Individual & Institutional Services, LLC | 2.67M | $389.62M |
| 7 | First Citizens Bank & Trust Co | 2.67M | $388.59M |
| 8 | Royal Bank Of Canada | 2.38M | $346.39M |
| 9 | Us Bancorp \De\ | 2.03M | $296.48M |
| 10 | Commerce Bank | 1.98M | $288.63M |