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 |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
271,450
shares
|
$25 Million
0.0% of portfolio
|
Q2 2024
Reduced 18.29%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
269,651
shares
|
$24.9 Million
4.51% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
266,824
shares
|
$24.6 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
255,637
shares
|
$23.6 Million
0.4% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
244,138
shares
|
$22.5 Million
0.25% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
243,422
shares
|
$22.5 Million
0.88% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
241,795
shares
|
$22.3 Million
0.25% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
241,623
shares
|
$22.3 Million
0.15% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
241,072
shares
|
$22.2 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
239,933
shares
|
$22.1 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
236,202
shares
|
$21.8 Million
0.02% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
232,914
shares
|
$21.5 Million
8.89% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
231,808
shares
|
$21.4 Million
2.13% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
230,917
shares
|
$21.3 Million
2.22% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
222,239
shares
|
$20.5 Million
0.51% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
212,453
shares
|
$19.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
196,912
shares
|
$18.2 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 10, 2024 Q2 2024 |
196,269
shares
|
$18.1 Million
5.06% of portfolio
|
Q3 2019
Reduced 0.24%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
193,692
shares
|
$17.9 Million
0.25% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
191,458
shares
|
$17.7 Million
0.33% of portfolio
|
Q4 2022
Reduced 0.28%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
189,950
shares
|
$17.5 Million
0.04% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
188,687
shares
|
$17.4 Million
0.06% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Bw Gestao De Investimentos Ltda.
|
Nov 14, 2024 Q3 2024 |
188,660
shares
|
$17.4 Million
1.21% of portfolio
|
Q3 2024
New holding
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
187,453
shares
|
$17.3 Million
6.98% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
185,526
shares
|
$17.1 Million
0.22% of portfolio
|
Q3 2024
Added 3.25%
|