§ EQUITY
USDIWS
ISHARES RUSSELL MID-CAP VALU
USD
§ 01 · PRICE
Price action
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§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley IM | 8.0M | 0.1% | −50% |
| JONES FINANCIAL COMPANIES LLLP | 7.7M | 0.5% | −21% |
| Envestnet Portfolio Solutions, Inc. | 2.8M | 2.2% | −3% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2.7M | 1.5% | n/a |
| FIRST CITIZENS BANK & TRUST CO | 2.7M | 8.1% | −2% |
| Bank of America Corp | 2.2M | 0.0% | −16% |
◇ AC INTELLIGENCE
Top institutional owners for IWS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER53.2% · 879 holders
DEALER / BANK42.0% · 76 holders
QUALITY / COMPOUNDER4.3% · 14 holders
INCOME / DEFENSIVE0.4% · 6 holders
DEEP VALUE0.1% · 2 holders
SYSTEMATIC / QUANT0.0% · 2 holders
PASSIVE / INDEX0.0% · 1 holder
TACTICAL / MACRO0.0% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IWS in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IWS yet.