Inst. Holders
50 funds
IW
IWS
ISHARES TR
$162.77 ▲ +0.62%
Prev close $161.7717 New Institutional Positions16 Institutional Exits
Snapshot
The big-picture read on IWS right now — valuation, ownership and activity at a glance.
Inst. Value
$8.5B
Inst. Activity
17 buys / 16 sells
Price chart 30d -4.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: IWS — 0.2M shares, 2,569 trades
Week starting 2026-09-07. Total ATS volume: 220,219 shares across 2,569 trades.
Jun 30, 2026 Inst.
Arax Advisory Partners — ADD
175,240 shares ($28.8M)
Jun 30, 2026 Inst.
Pathstone Holdings, LLC — DOUBLED
78,000 shares ($12.8M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: IWS — 0.2M shares, 2,569 trades
Week starting 2026-09-07. Total ATS volume: 220,219 shares across 2,569 trades.
Aug 31, 2026
dark_pool
Dark Pool: IWS — 0.3M shares, 3,136 trades
Week starting 2026-08-31. Total ATS volume: 257,202 shares across 3,136 trades.
Aug 24, 2026
dark_pool
Dark Pool: IWS — 0.2M shares, 3,294 trades
Week starting 2026-08-24. Total ATS volume: 234,216 shares across 3,294 trades.
Aug 19, 2026
ftd
FTD: IWS — 4,306 shares ($0.7M) failed to deliver
Settlement: 20260819, Price: $170.82, FTD Value: $735,550.92, ISHARES RUSSELL MID-CAP VALUE
Aug 17, 2026
dark_pool
Dark Pool: IWS — 0.2M shares, 3,695 trades
Week starting 2026-08-17. Total ATS volume: 241,455 shares across 3,695 trades.
Institutional ownership
Which big funds own IWS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $8.5B total value (51,411,510 shares) as of 2026-Q2. Top holders: MORGAN, JONES, WELLS. Net buying activity: 17 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 8,080,549 | $1.3B | 15.7% | — |
| JONES FINANCIAL COMPANIES LLLP | 6,991,663 | $1.2B | 13.6% | — |
| WELLS FARGO & COMPANY/MN | 3,628,958 | $597.3M | 7.1% | — |
| BANK OF AMERICA CORP /DE/ | 3,493,811 | $575.1M | 6.8% | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2,733,733 | $450.0M | 5.3% | — |
| Envestnet Portfolio Solutions, Inc. | 2,522,416 | $415.2M | 4.9% | — |
| ROYAL BANK OF CANADA | 2,175,825 | $358.1M | 4.2% | — |
| US BANCORP \DE\ | 1,985,054 | $326.7M | 3.9% | — |
| FMR LLC | 1,915,152 | $315.2M | 3.7% | — |
| COMMERCE BANK | 1,912,761 | $314.8M | 3.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Arax Advisory Partners | ADD | 128,308 | 175,240 | +36.6% | $28.8M |
| Pathstone Holdings, LLC | DOUBLED | 26,566 | 78,000 | +193.6% | $12.8M |
| ASSETMARK, INC | ADD | 39,569 | 53,724 | +35.8% | $8.8M |
| Integrated Wealth Concepts LLC | DOUBLED | 24,049 | 48,965 | +103.6% | $8.1M |
| Cerity Partners LLC | ADD | 36,183 | 47,666 | +31.7% | $7.8M |
| MERCER GLOBAL ADVISORS INC /ADV | ADD | 35,025 | 46,547 | +32.9% | $7.7M |
| &PARTNERS | TRIM | 65,763 | 45,467 | -30.9% | $7.5M |
| Farther Finance Advisors, LLC | DOUBLED | 18,878 | 43,769 | +131.9% | $7.2M |
| Equitable Holdings, Inc. | NEAR_EXIT | 406,855 | 42,307 | -89.6% | $7.0M |
| Private Advisor Group, LLC | TRIM | 55,480 | 31,266 | -43.6% | $5.1M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IWS.
Shares short
288,310
Settlement Sep 15, 2026
Change vs prior
+82.4%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume