IWS

Ishares Russell Mid-cap Valu

Latest period2026 - Q1Total superinvestors986

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 986 superinvestors own shares of Ishares Russell Mid-cap Valu (IWS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Russell Mid-cap Valu (IWS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Russell Mid-cap Valu (IWS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Russell Mid-cap Valu (IWS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -0.07%
0.08%
$1.175B
8.065M shares@ 145.75 avg price
Aaron Albritton@Jones Financial Companies Lllp
Recent Activity
Decreased -20.66%
0.54%
$1.103B
7.702M shares@ 143.2 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Increased 0.41%
0.11%
$573.244M
3.933M shares@ 145.75 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Decreased -15.78%
0.04%
$519.937M
3.568M shares@ 145.74 avg price
Sean P. Skuja@Envestnet Portfolio Solutions, Inc.
Recent Activity
Decreased -2.59%
2.25%
$405.493M
2.782M shares@ 145.74 avg price
Jeremy Intihar@Tiaa-cref Individual & Institutional Services, Llc
Recent Activity
New Position
1.5%
$389.624M
2.673M shares@ 145.74 avg price
Sonya Newkirk@First Citizens Bank & Trust Co
Recent Activity
Decreased -2.41%
8.19%
$388.594M
2.666M shares@ 145.74 avg price
Terry Fallon@Royal Bank Of Canada
Recent Activity
Decreased -0.58%
0.07%
$346.386M
2.377M shares@ 145.74 avg price
Shari Musselman@Us Bancorp De
Recent Activity
Decreased -2.66%
0.36%
$296.481M
2.034M shares@ 145.75 avg price
Paul Steiner@Commerce Bank
Recent Activity
Decreased -0.21%
1.4%
$288.631M
1.98M shares@ 145.74 avg price

1-10 of 986