ISHARES TR IWR
RUS MID CAP ETF · ETP · CUSIP 464287499
1,066
institutional holders
317.3m
shares reported held*
$19.8bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($9.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $62.32. Options: 2 managers hold calls ($9.2m notional), 3 hold puts ($2.1m).
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $8.3m133.7k shares |
| CITADEL ADVISORS LLC | — | $938.0k15.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $1.6m26.4k shares |
| CITADEL ADVISORS LLC | — | $472.0k7.6k shares |
| Cutler Group LLC / CA | — | $1.0k200 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| BANK OF AMERICA CORP /DE/ 0.49% of their portfolio | 59.9m $3.7bn | — |
| WELLS FARGO & COMPANY/MN 0.81% of their portfolio | 37.8m $2.4bn | — |
| US BANCORP \DE\ 2.44% of their portfolio | 19.0m $1.2bn | — |
| JONES FINANCIAL COMPANIES LLLP 2.09% of their portfolio | 18.4m $1.1bn | — |
| PNC Financial Services Group, Inc. 1.05% of their portfolio | 16.1m $1.0bn | — |
| NORTHERN TRUST CORP 0.13% of their portfolio | 9.0m $558.3m | — |
| Bank of New York Mellon Corp 0.12% of their portfolio | 8.1m $505.6m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.29% of their portfolio | 8.1m $500.4m | — |
| Baird Financial Group, Inc. 1.30% of their portfolio | 7.1m $442.4m | — |
| MORGAN STANLEY 0.06% of their portfolio | 7.0m $437.3m | — |
| JPMORGAN CHASE & CO 0.06% of their portfolio | 6.6m $411.2m | — |
| TIAA, FSB 1.62% of their portfolio | 6.1m $377.0m | — |
| UBS Group AG 0.19% of their portfolio | 5.3m $328.8m | — |
| AMERIPRISE FINANCIAL INC 0.10% of their portfolio | 4.3m $268.8m | — |
| AMG National Trust Bank 9.81% of their portfolio | 4.2m $260.4m | — |
| TRUIST FINANCIAL CORP 0.42% of their portfolio | 3.5m $220.4m | — |
| GOLDMAN SACHS GROUP INC 0.06% of their portfolio | 3.5m $215.5m | — |
| FMR LLC 0.02% of their portfolio | 3.2m $200.2m | — |
| FIFTH THIRD BANCORP 0.99% of their portfolio | 3.0m $189.5m | — |
| LPL Financial LLC 0.15% of their portfolio | 2.5m $156.9m | — |
| Veritable, L.P. 2.80% of their portfolio | 2.3m $144.0m | — |
| ROYAL BANK OF CANADA 0.04% of their portfolio | 2.0m $126.1m | — |
| KEYBANK NATIONAL ASSOCIATION/OH 0.63% of their portfolio | 1.9m $120.5m | — |
| COMMERCE BANK 1.01% of their portfolio | 1.9m $116.2m | — |
| JOHNSON INVESTMENT COUNSEL INC 1.67% of their portfolio | 1.8m $112.8m | — |
| CIBC Private Wealth Group LLC 0.30% of their portfolio | 1.8m $111.0m | — |
| FACTORY MUTUAL INSURANCE CO 1.75% of their portfolio | 1.7m $106.8m | — |
| OAKWORTH CAPITAL, INC. 10.22% of their portfolio | 1.5m $92.4m | — |
| Raymond James Financial Services Advisors, Inc. 0.20% of their portfolio | 1.5m $91.0m | — |
| Millburn Ridgefield LLC /DE/ 4.03% of their portfolio | 1.4m $89.1m | — |
| Catalyst Capital Advisors LLC 3.37% of their portfolio | 1.4m $89.1m | — |
| RAYMOND JAMES & ASSOCIATES 0.08% of their portfolio | 1.3m $81.6m | — |
| AVANTAX ADVISORY SERVICES, INC. 1.22% of their portfolio | 1.3m $79.3m | — |
| SYNOVUS FINANCIAL CORP 0.96% of their portfolio | 1.3m $78.1m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.19% of their portfolio | 1.2m $72.9m | — |
| First Western Trust Bank 4.66% of their portfolio | 1.1m $69.3m | — |
| COUNTRY TRUST BANK 2.16% of their portfolio | 1.1m $68.9m | — |
| WASHINGTON TRUST Co 3.32% of their portfolio | 1.1m $65.9m | — |
| Texas Capital Bank Wealth Management Services Inc 8.35% of their portfolio | 1.0m $64.7m | — |
| JMG Financial Group, Ltd. 4.08% of their portfolio | 1.0m $62.9m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.11% of their portfolio | 989.7k $61.5m | — |
| Atlantic Union Bankshares Corp 6.83% of their portfolio | 956.6k $59.5m | — |
| Janney Montgomery Scott LLC 0.25% of their portfolio | 923.9k $57.4m | — |
| ALBION FINANCIAL GROUP /UT 5.84% of their portfolio | 910.0k $56.6m | — |
| CITIGROUP INC 0.08% of their portfolio | 902.6k $56.1m | — |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 895.2k $55.6m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.14% of their portfolio | 874.0k $54.3m | — |
| M&T Bank Corp 0.22% of their portfolio | 801.2k $49.8m | — |
| GERMAN AMERICAN BANCORP, INC. 8.46% of their portfolio | 785.1k $48.8m | — |
| Citizens Business Bank 11.02% of their portfolio | 727.2k $45.2m | — |
| Gilbert & Cook, Inc. 10.58% of their portfolio | 721.3k $47.6m | — |
| Mariner, LLC 0.18% of their portfolio | 720.5k $44.8m | — |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1.89% of their portfolio | 709.0k $44.1m | — |
| Glenview Trust Co 1.65% of their portfolio | 701.0k $43.6m | — |
| Mariner Managed Account Solutions, LLC 4.40% of their portfolio | 687.6k $42.7m | — |
| HighTower Advisors, LLC 0.11% of their portfolio | 663.3k $41.2m | — |
| Thrivent Financial for Lutherans 0.11% of their portfolio | 649.3k $40.6m | — |
| OSAIC HOLDINGS, INC. 0.09% of their portfolio | 631.5k $39.3m | — |
| Pegasus Partners Ltd. 7.66% of their portfolio | 601.4k $37.4m | — |
| HUNTINGTON NATIONAL BANK 0.42% of their portfolio | 588.7k $36.6m | — |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 587.7k $40.7m | — |
| MML INVESTORS SERVICES, LLC 0.27% of their portfolio | 568.9k $35.4m | — |
| AE Wealth Management LLC 0.27% of their portfolio | 538.8k $33.5m | — |
| Cetera Advisor Networks LLC 0.38% of their portfolio | 486.1k $30.2m | — |
| UMB Bank, n.a. 0.51% of their portfolio | 482.3k $30.0m | — |
| Round Table Services, LLC 5.43% of their portfolio | 443.8k $27.6m | — |
| Steward Partners Investment Advisory, LLC 0.51% of their portfolio | 442.3k $27.5m | — |
| FIRST CITIZENS BANK & TRUST CO 0.90% of their portfolio | 441.2k $27.4m | — |
| STOCK YARDS BANK & TRUST CO 1.16% of their portfolio | 436.9k $27.2m | — |
| Badgley Phelps Wealth Managers, LLC 1.14% of their portfolio | 427.5k $26.6m | — |
| Cambridge Investment Research Advisors, Inc. 0.14% of their portfolio | 405.4k $25.2m | — |
| Composition Wealth, LLC 1.13% of their portfolio | 390.6k $24.3m | — |
| BlackRock Inc. 0.00% of their portfolio | 379.9k $23.6m | — |
| STEPHENS INC /AR/ 0.50% of their portfolio | 376.6k $23.4m | — |
| Stegner Investment Associates Inc. 22.95% of their portfolio | 374.9k $23.9m | — |
| Creative Planning 0.04% of their portfolio | 372.6k $23.2m | — |
| Stillwater Investment Management, LLC 7.01% of their portfolio | 365.3k $22.7m | — |
| Kestra Advisory Services, LLC 0.23% of their portfolio | 348.0k $21.6m | — |
| EASTERN BANK 1.17% of their portfolio | 330.2k $20.5m | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.07% of their portfolio | 328.6k $20.4m | — |
| OLD NATIONAL BANCORP /IN/ 0.34% of their portfolio | 321.0k $20.0m | — |
| AMARILLO NATIONAL BANK 4.55% of their portfolio | 316.0k $19.6m | — |
| MAI Capital Management 0.37% of their portfolio | 310.9k $19.3m | — |
| DT Investment Partners, LLC 3.10% of their portfolio | 305.1k $19.0m | — |
| CAPTRUST FINANCIAL ADVISORS 0.11% of their portfolio | 301.0k $18.7m | — |
| XML Financial, LLC 2.52% of their portfolio | 292.1k $18.2m | — |
| GIRARD ADVISORY SERVICES, LLC 2.41% of their portfolio | 292.0k $18.1m | — |
| ALERUS FINANCIAL NA 1.79% of their portfolio | 290.3k $18.0m | — |
| Rockefeller Capital Management L.P. 0.09% of their portfolio | 289.4k $18.0m | — |
| SIGMA INVESTMENT COUNSELORS INC 1.53% of their portfolio | 289.0k $18.0m | — |
| Consolidated Investment Group LLC 3.87% of their portfolio | 287.2k $17.8m | — |
| D.A. DAVIDSON & CO. 0.23% of their portfolio | 284.1k $17.4m | — |
| Miller Investment Management, LP 3.68% of their portfolio | 283.9k $17.6m | — |
| Strategic Equity Management 6.99% of their portfolio | 271.5k $16.9m | — |
| MUFG Americas Holdings Corp 0.41% of their portfolio | 264.5k $16.4m | — |
| HANTZ FINANCIAL SERVICES, INC. 0.55% of their portfolio | 256.4k $15.9m | — |
| Transamerica Financial Advisors, LLC 2.35% of their portfolio | 256.4k $15.9m | — |
| COMERICA BANK 0.14% of their portfolio | 255.8k $16.6m | — |
| Strategic Financial Partners, Ltd. 9.91% of their portfolio | 250.6k $15.6m | — |
| River Wealth Advisors LLC 3.35% of their portfolio | 250.0k $15.5m | — |