SEC 13F Intelligence

ISHARES MSCI USA MIDCAP

CUSIP 46435U143

Ishares Msci USA Midcap has 1 institutional holders in Filings Flow’s 13F database, together reporting 69.6K shares worth $3M as of Q4 2022. The largest reported holders are Wayfinding Financial, LLC, Rvw Wealth, LLC, and Tower Research Capital LLC (Trc).

Institutional Holders
1
Q4 2022
Reported Value
$3M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’19: 2Q2 ’19Q3 ’19: 2Q3 ’19Q2 ’21: 5Q2 ’21Q4 ’21: 5Q4 ’21Q2 ’22: 9Q2 ’22Q4 ’22: 1Q4 ’22filingsflow.com
Total reported value
Q2 ’19: $1MQ2 ’19Q3 ’19: $1MQ3 ’19Q2 ’21: $1MQ2 ’21Q4 ’21: $3MQ4 ’21Q2 ’22: $6MQ2 ’22Q4 ’22: $3MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
RVW Wealth, LLC$1.5B AUM0.28%$2M65.2KQ2 2022OLDER
Empirical Asset Management, LLC$379M AUM0.23%$222,0006.8KQ2 2022OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.02%$877,00027.0KQ2 2022OLDER
Independent Advisor Alliance$9.3B AUM0.01%$238,0007.3KQ2 2022OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$265,0008.2KQ2 2022OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$12,000391Q2 2022OLDER
UBS Group AG$666.3B AUM0.00%$42,0001.1KQ1 2022OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.