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 |
---|---|---|---|---|---|
Mesirow Financial Investment Management, Inc.
|
Apr 25, 2024 Q1 2024 |
462,297
shares
|
$37.9 Million
0.9% of portfolio
|
Q1 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
457,550
shares
|
$37.5 Million
0.43% of portfolio
|
Q1 2024
Added 0.7%
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
443,833
shares
|
$36.4 Million
5.43% of portfolio
|
Q3 2022
Reduced 6.76%
|
|
Dakota Wealth Management
|
Apr 24, 2024 Q1 2024 |
428,086
shares
|
$35.1 Million
0.91% of portfolio
|
Q1 2024
Added 1.93%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
424,020
shares
|
$34.7 Million
0.57% of portfolio
|
Q1 2024
Added 2.95%
|
|
First Foundation Advisors
Irvine, CA |
May 09, 2024 Q1 2024 |
421,140
shares
|
$34.5 Million
1.45% of portfolio
|
Q1 2024
Added 5.75%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
419,615
shares
|
$34.4 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2024 Q1 2024 |
415,562
shares
|
$34 Million
2.77% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
Stone X Group Inc.
|
May 01, 2024 Q1 2024 |
395,599
shares
|
$32.4 Million
3.64% of portfolio
|
Q1 2024
Added 7.43%
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
385,232
shares
|
$31.6 Million
7.24% of portfolio
|
Q1 2023
Added 2.32%
|
|
Natixis Advisors, L.P.
Boston, MA |
Apr 25, 2024 Q1 2024 |
381,399
shares
|
$31.2 Million
0.07% of portfolio
|
Q1 2024
Reduced 22.78%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
360,085
shares
|
$29.5 Million
0.1% of portfolio
|
Q1 2024
Reduced 11.74%
|
|
Stegner Investment Associates Inc.
|
Apr 22, 2024 Q1 2024 |
347,293
shares
|
$28.4 Million
21.39% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
Security National Bank
|
Apr 15, 2024 Q1 2024 |
343,196
shares
|
$28.1 Million
4.38% of portfolio
|
Q1 2024
New holding
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2024 Q1 2024 |
342,713
shares
|
$28.1 Million
4.22% of portfolio
|
Q1 2024
Added 5.34%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
332,210
shares
|
$27.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 29.09%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
323,549
shares
|
$26.5 Million
0.05% of portfolio
|
Q1 2024
Reduced 8.57%
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
319,702
shares
|
$26.2 Million
0.29% of portfolio
|
Q1 2024
Added 2.49%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
315,922
shares
|
$25.9 Million
0.24% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
Coldstream Capital Management Inc
|
May 13, 2024 Q1 2024 |
314,300
shares
|
$25.7 Million
0.67% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
309,123
shares
|
$25.3 Million
0.11% of portfolio
|
Q1 2024
Reduced 4.86%
|
|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
305,649
shares
|
$25 Million
0.04% of portfolio
|
Q1 2024
Added 4.4%
|
|
Coastline Trust CO
|
Apr 26, 2024 Q1 2024 |
299,750
shares
|
$24.6 Million
3.11% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
Hantz Financial Services, Inc.
|
May 07, 2024 Q1 2024 |
294,887
shares
|
$24.2 Million
8.08% of portfolio
|
Q1 2024
Added 12.2%
|
|
Consolidated Investment Group LLC
|
Apr 22, 2024 Q1 2024 |
287,160
shares
|
$23.5 Million
3.91% of portfolio
|
Q2 2022
Added 8.5%
|