ISHARES RUSSELL MID-CAP VALU (IWS) Stock Institutional Owners


ISHARES RUSSELL MID-CAP VALU (IWS) is held by 2 institutional investors with a total value of $1.21M. This comprehensive analysis highlights the top institutional holders led by Sequoia Financial Advisors, Matrix Private Capital Group, and others, who collectively account for nearly 100% of the total institutional ownership.Sequoia Financial Advisors remains the largest institutional holder with a position worth $1.07M. Explore insights into ownership patterns, position sizes, and portfolio allocations to understand institutional investment strategies and market sentiment.

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NameInvestor/ManagerPortfolio %QuantityReported Balance
Sequoia Financial Advisors0.01%7,682$1,073,014
Matrix Private Capital GroupRichard S. Fuld0.07%946$133,433

Frequently asked questions about IWS

  • Who owns the most IWS stock?

    The largest holders of IWS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES RUSSELL MID-CAP VALU (IWS).

  • Is IWS widely held by superinvestors?

    Many widely followed stocks like IWS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IWS is represented among the institutional managers we track.