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IWR iShares Trust

Filed as ISHARES TR (RUS MID CAP ETF), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 1 Owner
  • Max 0.5%
  • $6.3M
  • 1 add

In 2026 Q3 David Katz added to iShares Trust.

Who owns this now

Largest portfolio weights among holders, up to 0.5% (David Katz, Matrix Asset Advisors). Not free-float ownership.

  1. David Katz Add 0.52%

Who owns IWR

Sorted by value, long equity only, as of 2026 Q3.

History
David Katz, Matrix Asset Advisors 0.52% Add +0.4% 59,303 $6.3M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Congress

No member of Congress reported trading IWR in the last three years. 7 members listed it in 2025 annual reports.

All Congress trades

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.