Institutional Ownership Ishares Russell Mid Cap ETF (IWR)
This table provides information about the institutional ownership of Ishares Russell Mid Cap ETF (IWR). We have compiled data on the 1,408 institutions that hold shares in the stock, with a total of 340 Million shares, which have been reported (via 13F filing form) to have a value of $32.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
56,259
shares
|
$5.31 Million
0.82% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
55,892
shares
|
$5.28 Million
0.21% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
55,458
shares
|
$5.24 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
55,021
shares
|
$5.2 Million
0.03% of portfolio
|
Q3 2024
Added 24.99%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
54,775
shares
|
$5.17 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
54,718
shares
|
$5.17 Million
0.0% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
54,702
shares
|
$5.17 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
54,617
shares
|
$5.16 Million
0.1% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 18, 2024 Q3 2024 |
54,530
shares
|
$5.15 Million
2.94% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
New South Capital Management Inc
Memphis, TN |
Nov 05, 2024 Q3 2024 |
54,365
shares
|
$5.13 Million
0.22% of portfolio
|
Q2 2024
Added 24.26%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
54,326
shares
|
$5.13 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
53,586
shares
|
$5.06 Million
0.11% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
52,828
shares
|
$4.99 Million
1.02% of portfolio
|
Q4 2021
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
52,570
shares
|
$4.97 Million
0.16% of portfolio
|
Q1 2023
Added 4.17%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
52,067
shares
|
$4.92 Million
0.62% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
52,017
shares
|
$4.91 Million
0.41% of portfolio
|
Q3 2024
Added 14.11%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
51,567
shares
|
$4.87 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
51,531
shares
|
$4.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
51,439
shares
|
$4.86 Million
0.14% of portfolio
|
Q2 2020
Added 7.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
51,017
shares
|
$4.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
49,939
shares
|
$4.72 Million
0.5% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
49,103
shares
|
$4.64 Million
0.24% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
48,780
shares
|
$4.61 Million
0.84% of portfolio
|
Q2 2021
Reduced 1.69%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
48,035
shares
|
$4.54 Million
1.99% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
47,575
shares
|
$4.49 Million
2.23% of portfolio
|
Q3 2024
Added 4.82%
|