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 allInvestorReported Balance
- Sequoia Financial Advisors$1.15M
- Ariel Appreciation Fund$166,872
- Matrix Private Capital Group$137,870
Related IWS Institutional Insights:
- IWS Institutional Ownership & Insiders Activity
- IWS Institutional Ownership & 13F Activity
- IWS Top Institutional Shareholders
- IWS Institutional Buying Activity
- IWS Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- IWS Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings