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 |
---|---|---|---|---|---|
Xml Financial, LLC
|
May 15, 2024 Q1 2024 |
275,194
shares
|
$22.5 Million
2.38% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
Amarillo National Bank
|
Apr 19, 2024 Q1 2024 |
271,989
shares
|
$22.3 Million
4.42% of portfolio
|
Q1 2024
Reduced 0.31%
|
|
Sigma Investment Counselors Inc
|
Apr 25, 2024 Q1 2024 |
271,311
shares
|
$22.2 Million
1.25% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Apr 30, 2024 Q1 2024 |
268,603
shares
|
$22 Million
1.32% of portfolio
|
Q1 2024
New holding
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
244,956
shares
|
$20.1 Million
0.35% of portfolio
|
Q1 2024
Reduced 24.09%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
241,795
shares
|
$19.8 Million
0.25% of portfolio
|
Q3 2023
Added 0.06%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
241,469
shares
|
$19.8 Million
0.93% of portfolio
|
Q1 2024
New holding
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
241,072
shares
|
$19.7 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
Miller Investment Management, LP
West Conshohocken, PA |
May 14, 2024 Q1 2024 |
238,657
shares
|
$19.5 Million
2.58% of portfolio
|
Q1 2024
Added 0.65%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
232,632
shares
|
$19.1 Million
0.02% of portfolio
|
Q1 2024
Added 0.07%
|
|
Legacy Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
228,489
shares
|
$18.7 Million
2.43% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
Regions Financial Corp
|
Apr 23, 2024 Q1 2024 |
228,156
shares
|
$18.7 Million
0.15% of portfolio
|
Q1 2024
Reduced 0.12%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
226,132
shares
|
$18.5 Million
0.21% of portfolio
|
Q1 2024
Reduced 11.21%
|
|
Goodwin Investment Advisory
Woodstock, GA |
May 13, 2024 Q1 2024 |
218,212
shares
|
$17.9 Million
8.65% of portfolio
|
Q1 2024
Added 6.62%
|
|
Bank Of Nova Scotia
|
May 14, 2024 Q1 2024 |
213,216
shares
|
$17.5 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2024 Q1 2024 |
207,699
shares
|
$17 Million
0.51% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
Pfw Advisors LLC
Atlanta, GA |
Apr 11, 2024 Q1 2024 |
202,188
shares
|
$16.6 Million
5.2% of portfolio
|
Q1 2024
Reduced 4.13%
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
191,458
shares
|
$15.7 Million
0.33% of portfolio
|
Q4 2022
Reduced 0.28%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
188,306
shares
|
$15.4 Million
0.14% of portfolio
|
Q1 2024
Reduced 26.16%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
186,467
shares
|
$15.3 Million
0.11% of portfolio
|
Q1 2024
Added 3.27%
|
|
Woodstock Corp
|
Apr 09, 2024 Q1 2024 |
184,249
shares
|
$15.1 Million
1.62% of portfolio
|
Q1 2024
Reduced 3.11%
|
|
Sonata Capital Group Inc
|
Apr 29, 2024 Q1 2024 |
183,764
shares
|
$15.1 Million
7.03% of portfolio
|
Q1 2024
Reduced 1.01%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
182,913
shares
|
$15 Million
0.24% of portfolio
|
Q1 2024
Added 7.84%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
181,998
shares
|
$14.9 Million
0.77% of portfolio
|
Q1 2024
Added 2.04%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
180,897
shares
|
$14.8 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.53%
|