ISHARES RUSSELL MID-CAP VALU (IWS) Institutional Ownership and Insiders Activity

ISHARES RUSSELL MID-CAP VALU (IWS) is widely held by institutional investors, with 3 tracked firms reporting positions valued at approximately $1.46M based on SEC Form 13F filings for the quarter ended March 31, 2026.

Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $1.15M in IWS holdings in its latest filing.

Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.

Institutional Holders

3

Total Reported Value

$1.46M

Largest Holder

Sequoia Financial Advisors

Largest Position

$1.15M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

0

Funds Exiting Positions

0

Top Institutional Owners

View all
InvestorReported Balance