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 1,337 institutions that hold shares in the stock, with a total of 322 Million shares, which have been reported (via 13F filing form) to have a value of $26.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pegasus Partners Ltd.
Mequon, WI |
Apr 24, 2024 Q1 2024 |
779,386
shares
|
$63.8 Million
6.94% of portfolio
|
Q1 2024
Reduced 2.8%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
746,689
shares
|
$61.2 Million
0.04% of portfolio
|
Q1 2024
Added 715.65%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
720,790
shares
|
$59 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
International City Management Association Retirement Corp
Washington, DC |
May 01, 2024 Q1 2024 |
702,067
shares
|
$57.5 Million
49.34% of portfolio
|
Q1 2023
Added 55.37%
|
|
Millburn Ridgefield Corp
|
Apr 26, 2024 Q1 2024 |
697,781
shares
|
$57.2 Million
1.62% of portfolio
|
Q1 2024
Added 5.05%
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 24, 2024 Q1 2024 |
697,781
shares
|
$57.2 Million
1.42% of portfolio
|
Q1 2024
Added 5.05%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
653,290
shares
|
$53.5 Million
1.55% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
648,382
shares
|
$53.1 Million
3.7% of portfolio
|
Q4 2023
Added 3.25%
|
|
Citizens Business Bank
Ontario, CA |
Apr 17, 2024 Q1 2024 |
638,425
shares
|
$52.3 Million
11.52% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
623,867
shares
|
$51.1 Million
0.84% of portfolio
|
Q1 2024
Added 6.31%
|
|
Badgley Phelps Wealth Managers, LLC
|
May 15, 2024 Q1 2024 |
597,795
shares
|
$49 Million
1.34% of portfolio
|
Q1 2024
Added 2.01%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
596,033
shares
|
$48.8 Million
0.13% of portfolio
|
Q1 2024
Reduced 25.04%
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
586,482
shares
|
$48 Million
0.17% of portfolio
|
Q1 2024
Reduced 4.88%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
570,817
shares
|
$46.8 Million
0.05% of portfolio
|
Q1 2024
Added 1.04%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
565,027
shares
|
$46.3 Million
0.11% of portfolio
|
Q3 2023
Reduced 19.52%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
556,168
shares
|
$45.6 Million
0.2% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
552,341
shares
|
$45.2 Million
0.11% of portfolio
|
Q1 2024
Reduced 4.1%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
542,065
shares
|
$44.4 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
526,618
shares
|
$43.1 Million
0.36% of portfolio
|
Q1 2024
Added 2.8%
|
|
Starboard Value LP
New York, NY |
May 15, 2024 Q1 2024 |
525,000
shares
|
$43 Million
0.96% of portfolio
|
Q1 2024
Reduced 8.7%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
498,028
shares
|
$40.8 Million
0.07% of portfolio
|
Q1 2024
Reduced 12.98%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
490,875
shares
|
$40.2 Million
0.51% of portfolio
|
Q1 2024
Reduced 15.9%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
480,908
shares
|
$39.4 Million
0.16% of portfolio
|
Q1 2024
Added 3.52%
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 29, 2024 Q1 2024 |
465,890
shares
|
$38.2 Million
1.32% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2024 Q1 2024 |
464,429
shares
|
$38 Million
4.28% of portfolio
|
Q1 2024
Reduced 25.86%
|