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 1,409 institutions that hold shares in the stock, with a total of 341 Million shares, which have been reported (via 13F filing form) to have a value of $32.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
19,616
shares
|
$1.87 Million
0.81% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
19,540
shares
|
$1.86 Million
0.12% of portfolio
|
Q3 2024
Reduced 18.31%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,466
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
19,338
shares
|
$1.84 Million
0.06% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
19,325
shares
|
$1.84 Million
0.01% of portfolio
|
Q4 2023
Reduced 0.47%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
19,180
shares
|
$1.83 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
19,047
shares
|
$1.82 Million
0.06% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
18,990
shares
|
$1.81 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
18,959
shares
|
$1.81 Million
0.18% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
18,900
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2024
Added 10.77%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
18,876
shares
|
$1.8 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Private Management Group Inc
|
Oct 29, 2024 Q3 2024 |
18,870
shares
|
$1.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
18,829
shares
|
$1.79 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
18,761
shares
|
$1.79 Million
0.16% of portfolio
|
Q2 2023
Added 0.27%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
18,727
shares
|
$1.79 Million
0.23% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
18,575
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Added 40.16%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
18,346
shares
|
$1.75 Million
0.12% of portfolio
|
Q2 2024
Reduced 32.98%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
18,230
shares
|
$1.74 Million
1.18% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
18,222
shares
|
$1.74 Million
0.91% of portfolio
|
Q2 2023
Added 2.43%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
18,172
shares
|
$1.73 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,163
shares
|
$1.73 Million
0.05% of portfolio
|
Q3 2022
Reduced 35.46%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
18,039
shares
|
$1.72 Million
0.89% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
18,008
shares
|
$1.72 Million
0.04% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
17,997
shares
|
$1.72 Million
0.7% of portfolio
|
Q1 2023
Added 1.7%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
17,993
shares
|
$1.72 Million
0.36% of portfolio
|
Q1 2021
Reduced 10.0%
|