ISHARES TR

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IWS·464287473·US·etf·Unknown - Unknown-13D/G

RUS MDCP VAL ETF

IWS (ISHARES TR) is held by 136 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($1.2B), JONES FINANCIAL COMPANIES LLLP ($1.1B), WELLS FARGO & COMPANY/MN ($573.2M). Net institutional sentiment: Mixed.

136

Holders

Avg rating(20 Elite)

$7.8B

Total Value

43% (142)

Fund Consensus

57 buying - 77 selling

Smart Money Verdict

View all

48Weak MomentumConfirmed

Institutional (13F)47

Insider (Form 4)

No data

Activist (13D/13G)50

Congressional (STOCK Act)

No data

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See how IWS's score breaks down across 4 SEC sources

Holder Quality

20

★★★★★

Elite

48

★★★★

Strong

48

★★★

Solid

22

★★

Below

4

★

Weak

Held by 136 funds

20 elite

Who's Trading

ActivistTRUIST FINANCIAL CORP0.4%Jul 15, 2025

View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (136)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	8.1M(-0.1%)	$1.2B	0.1%	+31.34%	0
JONES FINANCIAL COMPANIES LLLP	Decreased	7.7M(-20.7%)	$1.1B	0.5%	+72.49%	0
WELLS FARGO & COMPANY/MN	Increased	3.9M(+0.4%)	$573.2M	0.1%	+49.21%	38
BANK OF AMERICA CORP /DE/	Decreased	3.6M(-15.8%)	$519.9M	0.0%	+20.39%	0
Envestnet Portfolio Solutions, Inc.	Decreased	2.8M(-2.6%)	$405.5M	2.2%	+42.23%	0
ROYAL BANK OF CANADA	Decreased	2.4M(-0.6%)	$346.4M	0.1%	+22.32%	0
US BANCORP \DE\	Decreased	2M(-2.7%)	$296.5M	0.4%	+64.47%	0
COMMERCE BANK	Decreased	2M(-0.2%)	$288.6M	1.4%	+100.33%	0
FMR LLC	Decreased	1.9M(-0.3%)	$281M	0.0%	+22.32%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	1.9M(-6.0%)	$271.8M	0.4%	+83.36%	0
UBS Group AG	Increased	1.8M(+8.4%)	$259.2M	0.0%	+71.98%	33
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	1.3M(-2.4%)	$182.4M	0.1%	+72.05%	0
LPL Financial LLC	Increased	1.2M(+3.0%)	$181.7M	0.0%	+62.11%	31
AMERIPRISE FINANCIAL INC	Decreased	992,650(-10.4%)	$144.8M	0.0%	+76.39%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	941,353(-6.5%)	$137.2M	0.0%	+44.92%	0
VANTAGEPOINT INVESTMENT ADVISERS LLC	Decreased	770,873(-1.5%)	$112.3M	1.0%	+11.94%	0
JPMORGAN CHASE & CO	Decreased	787,533(-1.1%)	$112.1M	0.0%	+20.39%	0
Equitable Holdings, Inc.	Decreased	406,855(-0.5%)	$104.2M	0.7%	+81.95%	0
RAYMOND JAMES FINANCIAL INC	Decreased	648,853(-0.5%)	$94.6M	0.0%	+20.00%	0
TRUIST FINANCIAL CORP	Decreased	437,111(-0.6%)	$63.7M	0.1%	+67.20%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer