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 $31.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
748,362
shares
|
$69 Million
6.18% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
741,344
shares
|
$68.4 Million
4.02% of portfolio
|
Q3 2024
Reduced 20.63%
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
719,519
shares
|
$66.4 Million
1.66% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
719,519
shares
|
$66.4 Million
1.44% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
702,494
shares
|
$64.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
International City Management Association Retirement Corp
Washington, DC |
Oct 17, 2024 Q3 2024 |
702,067
shares
|
$64.8 Million
40.71% of portfolio
|
Q1 2023
Added 55.37%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
691,132
shares
|
$63.7 Million
0.14% of portfolio
|
Q3 2024
Added 9.36%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
659,093
shares
|
$60.8 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
653,290
shares
|
$60.3 Million
1.55% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
648,382
shares
|
$59.8 Million
3.7% of portfolio
|
Q4 2023
Added 3.25%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
633,028
shares
|
$58.4 Million
11.72% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
614,997
shares
|
$56.7 Million
1.28% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
586,682
shares
|
$54.1 Million
1.3% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
581,328
shares
|
$53.6 Million
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
565,027
shares
|
$52.1 Million
0.11% of portfolio
|
Q3 2023
Reduced 19.52%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
551,969
shares
|
$50.9 Million
0.13% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
544,936
shares
|
$50.3 Million
0.97% of portfolio
|
Q3 2024
Added 15.71%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
530,594
shares
|
$48.9 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
527,687
shares
|
$48.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 11.53%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
520,501
shares
|
$48 Million
0.34% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
509,633
shares
|
$47 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
502,252
shares
|
$46.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
479,217
shares
|
$44.2 Million
0.01% of portfolio
|
Q3 2024
Added 15458.99%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Aug 09, 2024 Q2 2024 |
474,336
shares
|
$43.7 Million
1.29% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
469,235
shares
|
$43.3 Million
1.6% of portfolio
|
Q3 2024
Added 7.8%
|